Mission Bay Branch - Relationship Manager

Golden 1 Credit Union•San Francisco, CA

About The Position

The Relationship Manager is a member-focused financial services professional who helps members achieve their financial goals by identifying needs and recommending tailored solutions across deposit, lending, and digital banking products. The role builds and deepens member relationships, supports branch success, collaborates with internal specialists, and follows applicable compliance standards. The position provides appointment and walk-in support, conducts proactive outreach, opens accounts, processes consumer loans, and helps members use digital and self-service channels. It may also provide coaching to Member Service Specialists and take the lead on branch opening and closing responsibilities when senior staff are absent.

Requirements

High school diploma or General Education Degree (GED) required.

Nice To Haves

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

Responsibilities

Identify opportunities to meet members’ needs through needs-based assessments and recommendations for Golden 1 products and services.
Generate new memberships and acquire new assets from existing members and new member acquisitions.
Conduct proactive outreach calls and explain how Golden 1 products and services can address members’ financial needs and priorities.
Provide dedicated platform support for appointments and walk-in requests to deliver an exceptional member experience.
Partner with Home Loans, Business Services, and Investment Services specialists, and submit referrals through Service Hub.
Coach and guide Member Service Specialists II and III on products, promotions, identifying member needs during transactions, and making appropriate referrals.
Process consumer loan applications and complete loan fulfillment when appropriate.
Open consumer, business, and specialty deposit accounts, such as Roth IRAs, and identify members’ financial service needs.
Notarize member documents, including certifications of trust.
Collect information for medallion stamp requests and send it to a Member Service Specialist IV or above for approval.
Maintain an understanding of applicable state and federal credit union compliance laws and regulations, including bank secrecy and anti-money laundering requirements.
May lead opening and closing responsibilities in the absence of a Member Service Specialist IV or above.
Activate the alarm.
Protect the confidentiality of member and credit union information.
Develop coaching and leadership skills through observation and training courses.
Advise and guide members on digital and self-service channels to make account management easy, simple, and fast.