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About the Role

Golden 1 Credit Union is a leading credit union dedicated to empowering members and uplifting communities through financial inclusion. This role focuses on building member relationships, identifying financial needs, and recommending tailored solutions across various banking products.

Responsibilities

Proactively identify opportunities to assist members with Golden 1 products and services through needs-based assessments.
Generate new membership and acquire new assets from existing and new members.
Lead proactive outreach calling initiatives to explain how Golden 1 products and services meet member needs.
Serve as a primary platform support for appointment services and walk-in requests, ensuring exceptional member experience.
Partner with internal specialists in Home Loans, Business Services, and Investment Services to provide interdisciplinary expertise and submit referrals.
Provide coaching and guidance to Member Service Specialists (MSS) on products, promotions, needs identification, and referrals.
Process consumer loan applications and complete loan fulfillment.
Open consumer and business deposit and specialty accounts, identifying financial service needs and providing solutions.
Notarize member documents.
Collect medallion stamp request information for approval.
Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance.
May lead open and closing responsibilities in the absence of senior staff.
Activate alarm.
Ensure confidentiality of all member and credit union information.
Develop coaching and leadership skills through observation and training.
Offer members advice and guidance on digital and self-serve channels to simplify account management.

Requirements

H.S. Diploma or General Education Degree (GED) required.
Prior experience in a banker role at another financial institution or customer relationship building role preferred.
Experience as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred.
Must satisfy background screening requirements of the Federal Credit Union Act.

Skills

Relationship building
Communication
Financial needs assessment
Sales
Customer service
Collaboration
Coaching
Digital banking support

Location

Mission Bay Branch

Work Type

Full-time

Experience Level

3+ years prior experience in a banker role or customer relationship building role preferred
2+ years as a Member Service Specialist II or teller role preferred

Education Level

H.S. Diploma or GED required
Bachelor’s Degree preferred

Salary/Compensations

$29.00 - $34.00 Hourly

Benefits

Market-competitive and internally equitable total rewards compensation package
Comprehensive compensation package
Well-being and work-life balance programs
Career development and growth opportunities
Rewards and recognition programs
Commitment to Diversity, Equity and Inclusion

About the Company

Golden 1 Credit Union is among the top credit unions in the country.
A member-owned, not-for-profit cooperative guided by the credit union philosophy of “people helping people.”
Committed to empowering members and uplifting communities.
Dedicated to creating a more equitable and financially inclusive California.

Equal Opportunity

We welcome all who embrace our Core Values.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.