Napa Branch - Relationship Manager

Job description

TITLE: RELATIONSHIP MANAGER: STATUS: NON-EXEMPT: REPORT TO: BRANCH MANAGER: DEPARTMENT: BRANCH CHANNEL DELIVERY: JOB CODE: 11910: PAY RANGE: $24.11 - $31.00 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 assessing and attending to members’ financial needs, educating members on available deposit and loan products and services, and recommending solutions based on each members’ unique goals and needs. Develop collaborative partnership with specialists within the organization to refer members to right experts when needed. Provide members highest level of service available in efficient and courteous manner. TASKS, DUTIES, FUNCTIONS: 1. 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. 2. Generate new membership and acquire new assets, both from existing member base and new member acquisitions. 3. Lead proactive outreach calling initiatives to be able to articulate how Golden 1...