Top 444 Account specialist Jobs in Napa, Ca

Napa Branch - Relationship Manager
Golden 1 Credit Union —Napa, CA
- $24.11 - $31.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Product Support Sales Representative (PSSR)
BEJAC CORPORATION —Fairfield, CA
- $48,000 - $100,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Sales
- Paid holidays
- Health insurance
Quick Apply
Outside Sales Consultant
Alsco Inc —Concord, CA
- $55,000 a year
- Full-time
- Clean driving record
- English
- Mid-level
- Fuel card
- Health savings account
Quick Apply
Commercial Lines Insurance Account Manager
Vallejo Insurance Associates —Vallejo, CA
- $54,000 - $61,000 a year
- Full-time
- Mid-level
- Communication skills
- Commercial
- Paid holidays
- Disability insurance
Quick Apply
5d
Account Executive - Outside Sales Beauty
Bassett Salon Solutions —Napa, CA
- $45,000 - $70,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Research
- Paid training
- Mileage reimbursement
Quick Apply
SEO & Paid Search Marketer - ON SITE
West County Net, Inc. —Santa Rosa, CA
- $30 an hour
- Full-time
- Mid-level
- Analysis skills
- In-person
- Health insurance
- Dental insurance
Quick Apply
10d
Sales Representative
CrossCheck, Inc. —Petaluma, CA
- $20 an hour
- Full-time
- Communication skills
- Entry level
- AD&D insurance
- Health insurance
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Sales and Operations Management Trainee
Penske Truck Leasing and Logistics —Santa Rosa, CA
- $25 an hour
- Marketing
- Inventory management
- DOT physical examination
- Employee discount
- Opportunities for advancement
Territory Sales Manager
PartsXpress —California
- $50,000 - $70,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Mileage reimbursement
Quick Apply
Retail Customer Service Representative
Ashley HomeStore —Rohnert Park, CA
- $18 - $22 an hour
- Weekends as needed
- 18 years or older
- Administrative experience
- High school diploma or GED
- Health insurance
- Dental insurance
11d
Senior Commercial Lines Account Manager - Remote (California Base)
Insurance Relief —California
- $110,000 - $150,000 a year
- Full-time
- Remote
- 5 years
- Senior level
- Commercial
- Health insurance
- Dental insurance
Quick Apply
Hotel Sales Manager
Hampton Inn and Suites Napa —Napa, CA
- $70,500 - $72,000 a year
- Full-time
- Background check
- Hospitality
- Ability to walk for extended periods
- Health savings account
- Health insurance
Quick Apply
12d
Project Manager
Conco —Concord, CA
- $100,000 - $140,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Construction site
- Health insurance
- Dental insurance
Quick Apply
Sales Representative
Ki Liquid Engineering —California
- From $90,000 a year
- Full-time
- Mid-level
- Driver's License
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Sales Representative
Velopower Inc. —California
- From $55,000 a year
- Full-time
- Dealership
- Customer service
- Merchandising
- Mileage reimbursement
- Health savings account
Quick Apply
3d
Optical Frame Representatives -California
Alternative & Plan "B" Eyewear —California
- Full-time
- Up to 50% travel
- Sales
- 11+ years
Quick Apply
5d
Commercial Lines Account Manager - California Remote
Insurance Relief —California
- $75,000 - $95,000 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Commercial
- Paid holidays
- Health insurance
Quick Apply
AG Western Farm & Ranch District Sales Manager
Liphatech —California
- $80,000 - $115,000 a year
- Full-time
- Remote
- Clean driving record
- Microsoft Excel
- Up to 50% travel
- Health insurance
- Dental insurance
Quick Apply
Life Insurance Agent
The Hire Agency Inc. —California
- $4,200 - $15,000 a month
- Choose your own hours
- Remote
- Sales
- Mid-level
- Finance
- Work from home
- Flexible schedule
Quick Apply
Relief Sales Associate
Reyes Beverage Group —Richmond, CA
- $26 an hour
- Full-time
- Clean driving record
- Inventory management
- Merchandising
- Paid training
- Mileage reimbursement
12d

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Napa Branch - Relationship Manager

Golden 1 Credit Union -
Napa, CA

Quick Apply

Job Details

Full-time
$24.11 - $31.00 an hour

Qualifications

Customer communication
High school diploma or GED
HR systems
Deposits

Full 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 products and services can address members financial needs and priorities.
4. Be a main dedicated platform support for appointment services and walk-in requests to provide exceptional member experience.
5. 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.
6. 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.
7. Process consumer loan applications and complete the fulfillment of loan when appropriate.
8. Opens consumer and business deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.
9. Notarizes member documents (certification of trust, etc.)
10. Collect medallion stamp request information and sends to MSS IV or above for approval.
11. Maintain through 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.
12. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above.
13. Activates alarm.
14. Ensures confidentiality of all member and credit union information.
15. Develops coaching and leadership skills by observation and training courses.
16. Offer members advice and guidance on available digital and self-serve channels with goal of making managing accounts easy, simple, and fast.

COMMUNICATION & INTERACTIONS:
1. Interacts professionally with members.
2. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication.
3. Effective listener. Communicates with empathy.
4. Associates' member needs based on conversation to G1 products and services.
5. Overcomes basic objection or resistance through conversation.
6. Works as part of a team.
7. Accepts constructive feedback positively and utilize it to help personal and professional development.
8. Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1.
9. Communicates the "why", not just the "how" or "what".
10. Overcomes member objections and resistance with a calming and reassuring presence.
11. 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.
12. 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 TASK:
1. Prolonged standing throughout the workday. A teller stool is provided as may be needed.
2. Ability to lift up to thirty pounds.
3. Ability to frequently move about the branch to accomplish tasks.
4. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed.
5. Corrected vision in the normal range.
6. 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:
1. INTERNAL: Participates 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)
2. EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed.

QUALIFICATIONS:
1. EDUCATION: High School or GED required. Bachelor’s degree preferred.
2. EXPERIENCE: Minimum Three plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and two years as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred.
3. KNOWLEDGE/SKILLS:
a. 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.
b. 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.
c. Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro and LPQ.

PHYSICAL REQUIREMENTS:
1. Prolonged standing throughout the workday. A teller stool is provided as may be needed.
2. Ability to lift up to thirty pounds.
3. Ability to frequently move about the branch to accomplish tasks.
4. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed.
5. 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:
1. Certified Notary Public, if required for specific branch.
2. 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.
REV. 10/24/2025

Quick Apply

Refine Your Search

account specialist jobs in napa, ca

Napa Branch - Relationship Manager

Product Support Sales Representative (PSSR)

Outside Sales Consultant

Commercial Lines Insurance Account Manager

Account Executive - Outside Sales Beauty

SEO & Paid Search Marketer - ON SITE

Sales Representative

Sales and Operations Management Trainee

Territory Sales Manager

Retail Customer Service Representative

Senior Commercial Lines Account Manager - Remote (California Base)

Hotel Sales Manager

Project Manager

Sales Representative

Sales Representative

Optical Frame Representatives -California

Commercial Lines Account Manager - California Remote

AG Western Farm & Ranch District Sales Manager

Life Insurance Agent

Relief Sales Associate

I want to receive the latest job alert for account specialist in napa, ca

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