Napa Branch - Relationship Manager

Golden 1 Credit Union • Napa, CA

3d • 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, responsible for 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.
• Excellent oral and written communication skills.
• Advanced knowledge in Federal Rules and Regulations as applied to credit unions.
• Advanced knowledge of G1 products (consultative).
• Advanced knowledge of deposit fulfillment (with Subshares) and Fulfillment.
• Advanced knowledge of Deposit Services.
• Advanced knowledge of Lending Services.
• Advanced knowledge of employee handbook.
• Advanced knowledge of Knowledge Base (G1 policies and procedures).
• Advanced knowledge of cash handling.
• Advanced knowledge of teamwork.
• Advanced knowledge of customer service.
• Basic knowledge in Microsoft Office (Word, Excel, Outlook and PowerPoint).
• Basic knowledge in eFunds.
• Basic knowledge in Bridger.
• Basic knowledge in Card @ Once.
• Basic knowledge in EnAct (referrals, uncovering opportunities and reviewing balances).
• Basic knowledge in ECM.
• Basic knowledge in Springboard.
• Basic knowledge in DSUI / TNav.
• Basic knowledge in Wire Exchange.
• Basic knowledge in SBO.
• Basic knowledge in HRIS (ADP).
• Basic knowledge in Concur.
• Basic knowledge in Relationship Manager.
• Proficient in adding profiles and updating tasks, activities and notes in EnAct.
• Proficient in Maestro and LPQ.
• Prolonged standing throughout the workday.
• Ability to lift up to thirty pounds.
• Ability to frequently move about the branch to accomplish tasks.
• Corrected hearing within normal range.
• Corrected vision in the normal range.
• Sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed.

Nice To Haves

• Bachelor’s degree preferred.
• Minimum Three plus year 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.
• Certified Notary Public, if required for specific branch.

Responsibilities

• Proactively identify opportunities to help members by completing needs-based assessments to fit their unique needs.
• Generate new membership and acquire new assets from both existing and new member acquisitions.
• Lead proactive outreach calling initiatives to articulate how Golden 1 products and services can address members' financial needs and priorities.
• Serve as the main dedicated platform support for appointment services and walk-in requests to provide exceptional member experience.
• Partner with internal specialists in Home Loans, Business Services, and Investment Services to provide interdisciplinary expertise and submit referrals via Service Hub.
• 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 ensure 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.
• Potentially 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 courses.
• Offer members advice and guidance on available digital and self-serve channels to make managing accounts easy, simple, and fast.

Benefits

• Attainment of the Financial Education Instructor certification is mandatory for this role and must be achieved within 6 months of the start date.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED