Mission Bay Branch - Relationship Manager

Golden 1 Talent Acquisition Team • San Francisco, CA

8d • $29 - $34 • Onsite

About The Position

Golden 1 Credit Union is hiring a Relationship Manager for its Mission Bay Branch. The role focuses on helping members achieve financial goals by identifying needs and recommending tailored deposit, lending, and digital banking solutions. The Relationship Manager builds and deepens member relationships, supports branch success, partners with internal specialists, and follows applicable compliance standards. The position is non-exempt and reports to the Branch Manager.

Requirements

• High school diploma or GED required.
• Three or more years of 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.

Nice To Haves

• Bachelor’s degree preferred.
• Three or more years of 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 assessments and recommendations about Golden 1 products and services.
• Generate new memberships and acquire new assets from existing members and new member acquisitions.
• Lead proactive outreach calls to explain how products and services can address members’ financial needs and priorities.
• Support appointment services and walk-in requests as a primary platform resource, providing 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 needs during transactions, and making appropriate referrals.
• Process consumer loan applications and complete loan fulfillment when appropriate.
• Open consumer, business deposit, and specialty 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 send it to a Member Service Specialist IV or above for approval.
• Maintain 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 opening and closing responsibilities when a Member Service Specialist IV or above is absent.
• Activate the alarm.
• Maintain confidentiality of member and credit union information.
• Develop coaching and leadership skills through observation and training courses.
• Advise members on digital and self-service channels to make account management easy, simple, and fast.

Benefits

• The company describes a total rewards package encompassing compensation, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to diversity, equity, and inclusion.

What This Job Offers

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