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Investment Services - Investment Relationship Specialist

May 15, 2026

TITLE: INVESTMENT RELATIONSHIP SPECIALIST STATUS: NON-EXEMPT REPORT TO: MGR – INVESTMENT SERVICES OPS DEPARTMENT: INVESTMENT SERVICES JOB CODE: 11779 PAY RANGE: $23.09 - $27.00 HOURLY GENERAL DESCRIPTION: The Investment Relationship Specialist is an engaged, goal-oriented, and proactive individual who has a passion for service excellence; utilizing expert customer services skills to address member inquiries while deepening relationships to address member’s financial needs. The ideal candidate will possess exceptional communication, collaboration and relationship building skills to holistically address what member needs and connect them appropriate partners across the organization. TASKS, DUTIES, FUNCTIONS: <ol style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 6pt 0px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Collaborate with the appropriate parties to develop and implement strategies to promote investment services and increase member/retail engagement.</li> <li style="margin: 0in 0in 6pt 0px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Foster strong relationships with branch partners by actively engaging with them to understand member needs and preferences, and coordinate efforts to provide comprehensive financial solutions. Promoting engagement initiatives within the branch to increase Financial Services awareness.</li> <li style="margin: 0in 0in 6pt 0px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Collaborate on initiatives that promote financial wellness and contribute to the overall well-being of the community.</li> <li style="margin: 0in 0in 6pt 0px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Identify opportunities for cross-selling financial services and refer members to other business units as appropriate to maximize member satisfaction.</li> <li style="margin: 0in 0in 6pt 0px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Provide concierge service to Golden 1 membership base with obtaining Medallion Signature Guarantees. Including traveling to branch for in-person meetings with members to review required documentation and provide service of medallion stamp.</li> <li style="margin: 0in 0in 6pt 0px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Lead proactive outreach calling initiatives to be able to articulate how Golden 1 products and services can address members financial needs and priorities. </li> <li style="margin: 0in 0in 6pt 0px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Adhere to all company policies, procedures, and regulatory requirements to maintain a high standard of professionalism and integrity in all interactions with member/client and colleagues.</li> <li style="margin: 0in 0in 6pt 0px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Provide and ensure members, third party vendors, and staff receive efficient, courteous, and accurate information and responses/solutions.</li> <li style="margin: 0in 0in 6pt 0px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">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.</li> <li style="margin: 0in 0in 6pt 0px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Assist the Financial Advisor in scheduling member appointments (new referrals, follow-up on old referrals, and existing account development). Also assist with preparing member/client proposals and other business submissions, weekly reports and activity log.</li> <li style="margin: 0in 0in 6pt 0px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Perform administrative tasks as follows:</li> </ol> <ul style="margin-top: 0in; margin-bottom: 0in;"> <li style="margin: 0in 0in 0in 24px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Keep all sales materials and prospectuses updated and in good order per regulations.</li> <li style="margin: 0in 0in 0in 24px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Develop and maintain files and records to comply with all regulatory statutes.</li> <li style="margin: 0in 0in 0in 24px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Process service requests, mail, and separate statements for Financial Advisors.</li> <li style="margin: 0in 0in 0in 24px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Maintain updated insurance product information/forms and investment company prospectus library.</li> <li style="margin: 0in 0in 0in 24px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Work with fund companies, insurance companies, and broker/dealer, as needed, on behalf of Financial Advisor.</li> <li style="margin: 0in 0in 0in 24px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Review, process, and distribute opportunity lists, deceased notifications, FINCEN report, and other incoming emails received by investment services’ back office.</li> <li style="margin: 0in 0in 0in 24px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Process incoming and outgoing mail for the department.</li> <li style="margin: 0in 0in 0in 24px; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Develop and maintain OSJ files according to the standards set forth by the regulators. </li> </ul> <ol style="margin-top: 0in; margin-bottom: 6.0pt;" start="12"> <li style="margin: 0in 0in 6pt 0px; line-height: normal; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Assist in other Investment Services operational areas as needed. </li> <li style="margin: 0in 0in 6pt 0px; line-height: normal; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Become familiar with all the products and services Golden 1 offer. As part of the segregation of duties, FAs will have view only access to Golden 1 system to be able to address any general inquiries. If a specific product or services requests are identified, Financial Advisors will send a referral to appropriate channel to fulfill the request as needed.</li> </ol> PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: <ol style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 107%; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Effective oral and written communication skills to interact with and follow up on member, nonmember, branch, broker/dealer, and fund company inquiries and concerns.</li> <li style="margin: 0in 0in 0in 0px; line-height: 107%; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Proper telephone etiquette skills.</li> <li style="margin: 1.7pt 8.15pt 8pt 0px; line-height: 10pt; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Sufficient manual dexterity to skillfully operate an online computer terminal, calculator, and other standard office equipment including, but not limited to, personal computer, adding machine, facsimile machine, copier, telephone and other.</li> <li style="margin: 0in 0in 8pt 0px; line-height: 107%; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Travel as needed using personal or public transportation.</li> </ol> ORGANIZATIONAL CONTACTS & RELATIONSHIPS: <ol style="margin-bottom: 6pt; margin-top: 0px;"> <li style="margin: 0in 0in 6pt 0px; line-height: normal; font-size: 12pt; font-family: arial, helvetica, sans-serif;">INTERNAL: Branch and administrative management. Financial Services staff.</li> <li style="margin: 0in 0in 6pt 0px; line-height: normal; font-size: 12pt; font-family: arial, helvetica, sans-serif;">EXTERNAL: Members, nonmembers, insurance companies, service providers, compliance agencies, broker/dealer and fund companies.</li> </ol> QUALIFICATIONS: <ol style="margin-bottom: 6pt; margin-top: 0px;"> <li style="margin: 0in 0in 6pt 0px; line-height: normal; font-size: 12pt; font-family: arial, helvetica, sans-serif;">EDUCATION: High School or GED required. Associate’s or Bachelor’s degree desired.</li> <li style="margin: 0in 0in 6pt 0px; line-height: normal; font-size: 12pt; font-family: arial, helvetica, sans-serif;">EXPERIENCE: Minimum 3 or more years in a financial institution or related business operation assisting in the delivery of financial products and services. </li> <li style="margin: 0in 0in 6pt 0px; line-height: normal; font-size: 12pt; font-family: arial, helvetica, sans-serif;">KNOWLEDGE/SKILLS: </li> </ol> <ul style="margin-top: 1.4pt; margin-bottom: 0in;"> <li style="margin: 1.4pt 0in 0in 24px; line-height: normal; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Knowledgeable of field regulations, policies and compliance guidelines.</li> <li style="margin: 0.2pt 3.45pt 0in 24px; line-height: 10pt; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Knowledge of DataSafe system. Strong personal computer skills (Windows, Word, Excel, etc.) and office equipment.</li> <li style="margin: 0in 0in 0in 24px; line-height: 10pt; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Possess independent work methods.</li> <li style="margin: 0in 0in 0in 24px; line-height: 10pt; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Ability to coordinate technical data with vendors and staff.</li> <li style="margin: 0in 0in 0in 24px; line-height: 10pt; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Strong verbal and written communication skills.</li> <li style="margin: 0in 0in 0in 24px; line-height: normal; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Excellent member service skills.</li> <li style="margin: 0in 0in 6pt 24px; line-height: 107%; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Professional (Verbal/Written Communication and Presence) outreach skills to identify and contact potential members through a variety of outreach strategies</li> <li style="margin: 0in 0in 0in 24px; line-height: 10pt; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Good mathematical aptitude.</li> </ul> PHYSICAL REQUIREMENTS: <ol style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 107%; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Prolonged sitting throughout the workday with occasional mobility required.</li> <li style="margin: 0in 0in 0in 0px; line-height: 107%; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Corrected vision within the normal range.</li> <li style="margin: 0in 0in 0in 0px; line-height: 107%; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Hearing within normal range. A device to enhance hearing will be provided if needed.</li> <li style="margin: 0in 0in 8pt 0px; line-height: 107%; font-size: 12pt; font-family: arial, helvetica, sans-serif;">Bending, stooping, and lifting up to twenty-five pounds.</li> </ol> LICENSES / CERTIFICATIONS: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. #LI-Remote 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. <p style="box-sizing: border-box; margin: 0in 0in 8pt; color: #1c1c1e; white-space: normal; background-color: #ffffff; line-height: 15.6933px; font-size: 11pt; font-family: Calibri, sans-serif; text-align: right;">REV. 10/01/2025

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Get Hired Faster With COMPANY_NAME!

1: COMPANY_NAME Smart Tools and Direct Employer Connections Help Speed Up Your Hiring Process

2: With Better Matches, Real-time Job Alerts, and Direct Employer Responses, COMPANY_NAME Helps Many Candidates Secure Interviews and Job Offers Within 15 to 30 Days!

3: The Type of Resume You Need to Get Priority Placement

4: Browse Full-Time, Part-Time, and Freelancing Roles With COMPANY_NAME

5: COMPANY_NAME Helps You Grow Your Career

6: The Easiest Way To Find A Job

7: Find Roles That Offer Growth, Culture & Benefits

8: Get Support With Resume, Interviews & Career Planning

9: Your Future Starts Today

10: Get Hired Within 15 to 30 Days With COMPANY_NAME

Investment Services - Investment Relationship Specialist

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

5. HOW DO YOU PROCESS INFORMATION?

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

8. HOW TO PRIORITIZE WORK?

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

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