Folsom Branch - Relationship Manager

Golden 1 Talent Acquisition Team•Folsom, CA

8d•$24 - $28

About The Position

The Relationship Manager is a non-exempt role in Golden 1 Credit Union’s Folsom Branch and reports to the Branch Manager. This relationship-focused financial services professional helps members achieve their financial goals by identifying their needs and recommending tailored deposit, lending, and digital banking solutions. The role supports exceptional member service, builds and deepens member relationships, contributes to branch success, and follows applicable compliance standards. The Relationship Manager supports appointment and walk-in service, member outreach, new membership and asset acquisition, account opening, consumer loan applications, referrals to internal specialists, and guidance on digital and self-service channels. The role may also support branch opening and closing in the absence of an MSS IV or above.

Requirements

High school diploma or General Education Degree (GED).
Three or more years of prior experience in a banker role at another financial institution or in a customer relationship-building role is preferred.
Two or more years as a Member Service Specialist II or teller at Golden 1 or another financial institution is preferred.

Nice To Haves

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

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.
Partner with specialists in Home Loans, Business Services, and Investment Services, and submit referrals through Service Hub.
Coach and guide MSS IIs and IIIs on products, promotions, identifying member needs during transactions, and appropriate referrals.
Process consumer loan applications and complete loan fulfillment when appropriate.
Open consumer, business, and specialty deposit accounts, including Roth IRAs, and identify members’ financial service needs.
Notarize member documents, such as certifications of trust.
Collect information for medallion stamp requests and submit it to an MSS 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 laws.
May take the lead on branch opening and closing responsibilities in the absence of an MSS 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 easier, simpler, and faster.