Rancho Cucamonga Branch - Relationship Manager (Full-Time)

Golden 1 Credit Union•Rancho Cucamonga, CA

1d•Onsite

About The Position

The Relationship Manager is an engaged, goal-oriented, and proactive individual who has a passion for building trust and deepening relationships with members. This role serves as a dedicated relationship platform person, assessing and attending to members’ financial needs, educating them on available deposit and loan products and services, and recommending solutions based on their unique goals and needs. The position involves developing collaborative partnerships with internal specialists to refer members to the right experts when needed and providing the highest level of service in an efficient and courteous manner.

Requirements

High School or GED required.
Minimum three plus years of prior experience in a banker role at another financial institution or customer relationship building role preferred.
Two years as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred.
Excellent oral and written communication skills.
Advanced knowledge in Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and customer service.
Basic knowledge in Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, Bridger, Card @ Once, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Relationship Manager.
Proficient adding profiles and updating tasks, activities and notes in EnAct.
Proficient in Maestro and LPQ.
Certified Notary Public, if required for specific branch.
Attainment of the Financial Education Instructor certification is mandatory for this role and must be achieved within 6 months of the start date.

Nice To Haves

Bachelor’s degree preferred.
Prior experience in a banker role at another financial institution or customer relationship building role preferred.
Two years as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred.

Responsibilities

Proactively identify opportunities to help members by completing needs-based assessments.
Generate new membership and acquire new assets from existing and new members.
Lead proactive outreach calling initiatives to articulate how Golden 1 products and services address members' financial needs.
Serve as the main dedicated platform support for appointment services and walk-in requests.
Partner with internal specialists in Home Loans, Business Services, and Investment Services to provide interdisciplinary expertise and submit referrals.
Provide coaching and guidance to MSS IIs and IIIs on products, special promotions, identifying member needs, and making appropriate referrals.
Process consumer loan applications and complete loan fulfillment.
Open consumer and business deposit and specialty accounts, identifying members’ financial service needs to provide meaningful financial solutions.
Notarize member documents.
Collect medallion stamp request information and send for approval.
Maintain thorough understanding of state and federal laws and regulations related to credit union compliance, including bank secrecy and anti-money laundering laws.
May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above.
Activate alarm.
Ensure confidentiality of all member and credit union information.
Develop coaching and leadership skills through observation and training.
Offer members advice and guidance on available digital and self-serve channels.