First Entertainment Credit Union · 2 days ago
Premier Relationship Specialist
Hollywood, CA
Full-time
Onsite
Mid Level
$75K/yr - $95K/yr
3+ years expFirst Entertainment Credit Union is seeking a Premier Relationship Specialist to support their A‑List Premier Banking program by delivering exceptional service to high-net-worth members. This role focuses on building strong relationships, tailoring financial solutions, and ensuring timely fulfillment of account management requests.
BankingFinancial ServicesNon Profit
Responsibilities
Deliver concierge-level service to A‑List members, ensuring prompt and precise execution of all account and asset management requests
Execute monetary and account maintenance transactions, including deposits, withdrawals, payments, advances, wire transfers, and record updates
Achieve and exceed individual sales and retention objectives by expanding loan and deposit portfolios and cross-selling banking solutions, including Treasury Management Services
Proactively cultivate new relationships and deepen existing ones to drive revenue growth
Facilitate referrals to Investment, Real Estate, and other specialized partners to enhance member value
Collaborate with the Premier Relationship Manager on relationship servicing, follow-ups, and portfolio optimization
Support onboarding of new A‑List members while ensuring full compliance with regulatory and internal requirements
Prepare comprehensive documentation, reports, and presentation materials for member engagements and senior leadership
Coordinate with internal teams to resolve inquiries and provide timely status updates to foster exceptional member experiences
Conduct outbound and inbound communications to strengthen engagement within assigned portfolios
Maintain accurate records and documentation in alignment with policy standards
Ensure compliance with Credit Union policies, procedures, and all applicable regulatory guidelines
Perform additional responsibilities as assigned to support team and organizational objectives
Qualification
Required
A high school diploma required. An Associate or Bachelor's degree preferred
Minimum 3–5 years of experience in a financial institution in member facing roles required
In-depth knowledge of Credit Union products and services, procedures and guidelines, and field of membership requirements
Strong understanding of credit policies, and the private banking market
Excellent communication, organizational skills and problem-solving skills
Thorough knowledge of regulations applicable to essential responsibilities
Effective communication skills across all levels of audience
Proficiency with Microsoft Office products as well as core banking systems required
Flexibility and availability to address members' financial needs after standard business hours
Reliable transportation and ability to attend after-hour networking events
Preferred
An Associate or Bachelor's degree preferred
Prior experience working with high-net-worth clients highly preferred
An active MNLS License preferred
Company
First Entertainment Credit Union
First Entertainment Credit Union is a non-profit organization that deals with banking, insurance, loans, credit cards and consumer lending.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Stephen Owen
Chief Executive Officer
Recent News
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2025-08-21
2025-08-01
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