Premier Relationship Specialist
First Entertainment Credit Union, Los Angeles, CA, United States
First Entertainment Credit Union is seeking a
Premier Relationship Specialist
to support our A‑List (high-net-worth) Premier Banking program by delivering exceptional, high-touch service to our members. This role focuses on building strong relationships through consultative conversations, tailoring financial solutions, and providing proactive assistance to meet the unique needs of A‑List program members.
Operating within a concierge service model, the Premier Relationship Specialist ensures timely and accurate fulfillment of account and asset management requests. This position works closely with the Premier Relationship Manager to deliver a seamless, personalized member experience. The ideal candidate will demonstrate strong critical thinking, problem-solving abilities, and exceptional organizational skills to foster long-term member satisfaction and loyalty.
This is a full-time opportunity requiring at least 4 days in the office in Hollywood, CA and will report to the Sr. Director, Sales. The targeted pay range for this role in California is between $75k and $95k.
In alignment with FINRA regulatory and compliance requirements, the Credit Union is unable to hold or maintain investment licenses. Therefore, candidates who plan to retain an active investment license would not be eligible for this role.
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
At First Entertainment, your role and every role are essential to our Mission [We build lifelong financial relationships with the people in entertainment based on a deep understanding of how they live and work], Core Values [Members First + Ownership + Integrity + Innovation + Inclusivity + One Team], and we expect you to uphold them.
Requirements
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
Prior experience working with high-net-worth clients highly preferred
An active NMLS License preferred
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
First Entertainment Credit Union does not utilize artificial intelligence (AI) tools in any part of the hiring process. This includes reviewing applications, analyzing resumes, or evaluating candidate responses. All hiring decisions are made exclusively by our hiring teams, in compliance with applicable employment laws and regulations to ensure fairness, transparency, and equal opportunity.
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Premier Relationship Specialist
to support our A‑List (high-net-worth) Premier Banking program by delivering exceptional, high-touch service to our members. This role focuses on building strong relationships through consultative conversations, tailoring financial solutions, and providing proactive assistance to meet the unique needs of A‑List program members.
Operating within a concierge service model, the Premier Relationship Specialist ensures timely and accurate fulfillment of account and asset management requests. This position works closely with the Premier Relationship Manager to deliver a seamless, personalized member experience. The ideal candidate will demonstrate strong critical thinking, problem-solving abilities, and exceptional organizational skills to foster long-term member satisfaction and loyalty.
This is a full-time opportunity requiring at least 4 days in the office in Hollywood, CA and will report to the Sr. Director, Sales. The targeted pay range for this role in California is between $75k and $95k.
In alignment with FINRA regulatory and compliance requirements, the Credit Union is unable to hold or maintain investment licenses. Therefore, candidates who plan to retain an active investment license would not be eligible for this role.
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
At First Entertainment, your role and every role are essential to our Mission [We build lifelong financial relationships with the people in entertainment based on a deep understanding of how they live and work], Core Values [Members First + Ownership + Integrity + Innovation + Inclusivity + One Team], and we expect you to uphold them.
Requirements
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
Prior experience working with high-net-worth clients highly preferred
An active NMLS License preferred
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
First Entertainment Credit Union does not utilize artificial intelligence (AI) tools in any part of the hiring process. This includes reviewing applications, analyzing resumes, or evaluating candidate responses. All hiring decisions are made exclusively by our hiring teams, in compliance with applicable employment laws and regulations to ensure fairness, transparency, and equal opportunity.
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