Director - Business Services
Golden 1 Credit Union is a top credit union in the country, operating as a member-owned, not-for-profit cooperative guided by the philosophy of “people helping people.” We are committed to empowering members and uplifting communities while fostering financial inclusion and equity in California. We welcome individuals who embrace our Core Values.
About the role
You are a strategic and results-driven leader with deep expertise in business and commercial banking. You excel at translating vision into actionable plans that drive growth and member value. As a collaborative and influential partner, you build trust across functions and with external stakeholders, positioning Business Services as a critical driver of organizational success and community impact. You are a people-first leader who develops high-performing teams through coaching, accountability, and inspiration, fostering a culture aligned with Golden 1’s commitment to service excellence, inclusion, and “people helping people.”
Responsibilities
- Lead business development and relationship management activities, establish performance expectations, and maintain pipeline, calling, referral, and relationship management reporting to support disciplined growth.
- Develop, implement, and maintain effective business development, relationship management, and market growth strategies to enhance Golden 1’s Business Services position and support budgeted goals for business deposits, lending, treasury-oriented services, member growth, and relationship deepening.
- Recruit, coach, manage, and develop Business Relationship Officers and related sales resources to meet or exceed individual and team goals for business deposits, business loans, referrals, member acquisition, and other Business Services products while adhering to the Credit Union’s brand, culture, risk appetite, and service standards.
- Partner with Business Services leadership to evaluate market opportunities, prioritize future growth initiatives, and implement a roadmap for expanded business banking capabilities, including products and services supporting members from micro-businesses through complex commercial banking relationships and potential future owner-occupied commercial real estate needs.
- Build scalable sales practices, relationship management disciplines, coaching routines, referral processes, and performance reporting to support the current team and position the role for expanded leadership responsibilities as Business Services grows.
- Maintain working knowledge of investor and owner-occupied commercial real estate lending, and partner with CRE leadership, credit, portfolio management, and operations to identify relationship opportunities, support member needs, and ensure coordination without direct management responsibility for the CRE team.
- Collaboratively support business lending operations to identify and minimize all types and levels of risk through adherence to applicable policies, guidelines, and procedures.
- Foster a positive and engaging work environment by promoting skill development, coaching for improvement and growth, inspiring others, ensuring positive employee morale, and embracing Golden 1’s mission, vision, and core values.
- Analyze, determine, and communicate staffing, territory, market coverage, and resource needs required to support current production goals and future Business Services growth.
- Monitor and comply with all established security, internal audit, state, and federal policies and regulations. Assist in developing, initiating, and driving approved campaigns within the origination and marketing plan for the credit union.
- Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance, including BSA, AML, TILA, HMDA, GLBA, Fair Lending, and others applicable to the position.
- Identify, investigate, and resolve member, branch, digital, and relationship management concerns related to Business Services production, onboarding, account management, and overall member experience.
- Act as a Role Model for the Golden Commitments to Leadership.
- Perform other duties as assigned.
Requirements
- Bachelor’s Degree or equivalent experience required.
- 10+ years of progressive business banking, commercial banking, relationship management, and/or business development leadership experience, including demonstrated experience managing or building sales and relationship management teams.
- Experience serving business clients across varying levels of complexity, from micro-business and small business relationships through more sophisticated commercial banking relationships, is required.
- Commercial real estate experience, including familiarity with owner-occupied commercial real estate, is required.
Benefits
Golden 1 Credit Union provides a market-competitive and internally equitable total rewards compensation package through a variety of programs designed to attract, motivate, and retain employees. The total rewards philosophy includes:
- A comprehensive compensation package.
- Well-being and work-life balance initiatives.
- Career development and growth opportunities.
- Rewards and recognition programs.
- A commitment to Diversity, Equity, and Inclusion.
We foster a workplace where every employee is recognized, valued, and motivated to contribute their best.
Pay
$172,900.00 - $215,000.00 annually.