Elk Grove Commons Branch - Relationship Manager

Elk Grove Commons Branch - Relationship Manager Job Description Posted Monday, June 29, 2026 at 10:00 AM

TITLE: RELATIONSHIP MANAGER

STATUS: NON-EXEMPT

REPORT TO: BRANCH MANAGER

DEPARTMENT: BRANCH CHANNEL DELIVERY

JOB CODE: 11910

PAY RANGE: $23.75 - $29.00 HOURLY

GENERAL DESCRIPTION:

Relationship Manager is an engaged, goal-oriented, and proactive individual who has a passion for building trust and deepening relationships with members. Be a dedicated relationship platform person to assess and attend to members’ financial needs, educate members on available deposit and loan products and services, and recommend solutions based on each member’s unique goals and needs. Develop collaborative partnership with specialists within the organization to refer members to the right experts when needed. Provide members the highest level of service available in an efficient and courteous manner.

TASKS, DUTIES, FUNCTIONS:

Proactively identifies opportunities to help members relative to Golden 1 product or services offerings by completing needs-based assessment to fit the unique needs of each member. Generate new membership and acquire new assets, both from existing member base and new member acquisitions. Lead proactive outreach calling initiatives to be able to articulate how Golden 1 products and services can address members financial needs and priorities. Be the main dedicated platform support for appointment services and walk-in requests to provide an exceptional member experience. Partner with internal specialists in Home Loans, Business Services, and Investment Services to provide interdisciplinary expertise to members when needed and submit referrals via Service Hub. Provide MSS IIs and IIIs with coaching and guidance on products and special promotions, how to identify members’ needs while doing transactions, and providing appropriate referrals. Process consumer loan applications and complete the fulfillment of loan when appropriate. Open consumer and business deposit and specialty accounts (e.g., Roth IRA) and identify members’ financial service needs to ensure members are provided with meaningful financial solutions. Notarize member documents (certification of trust, etc.). Collect medallion stamp request information and send to MSS IV or above for approval. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. 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 by observation and training courses. Offer members advice and guidance on available digital and self-serve channels with the goal of making managing accounts easy, simple, and fast.

COMMUNICATION & INTERACTIONS:

Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates' member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilizes it to help personal and professional development. Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1. Communicates the "why", not just the "how" or "what". Overcomes member objections and resistance with a calming and reassuring presence. Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends—not contacts—follows-up on networking conversations. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Prolonged standing throughout the workday. A teller stool is provided as may be needed. Ability to lift up to thirty pounds. Ability to frequently move about the branch to accomplish tasks. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed.

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

INTERNAL: Participate in team meetings. Frequent routine and complex verbal and written communication with the following departments: Branch Network, Home Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, MSSI Training, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research). EXTERNAL: Frequent transaction‑related interactions and consultative conversations with members. Follow‑up and initiate conversation with potential members identified at marketing and table events. May be required to sign‑in outside vendors and visitors as needed.

QUALIFICATIONS:

EDUCATION: High School or GED required. Bachelor’s degree preferred. EXPERIENCE: Minimum Three plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus two years as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. KNOWLEDGE/SKILLS: Functional: Excellent oral and written communication skills. Advanced knowledge in the following areas: 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. Technical: Basic knowledge in the following systems/applications: 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.

PHYSICAL REQUIREMENTS:

Prolonged standing throughout the workday. A teller stool is provided as may be needed. Ability to lift up to thirty pounds. Ability to frequently move about the branch to accomplish tasks. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed.

LICENSES / CERTIFICATIONS:

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. THIS JOB DESCRIPTION PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE’S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT‑WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. #J-18808-Ljbffr Golden1