Floater Member Relationship Specialist
About The Position
Redwood Credit Union is hiring a Floater Member Relationship Specialist to perform member service duties involving new accounts, loan transactions and documentation, and teller transactions. The role provides exceptional service to credit union and community members, volunteers, team members, and service providers, and supports branch success by selling and referring credit union products. The position may be assigned to designated branches to cover staffing crises caused by illness, medical leave, resignations, terminations, or other operational needs. Floater assignments require frequent travel between branch locations and a valid California driver's license. The role requires a rotating schedule that includes rotating Saturdays. The ideal candidate has education and experience equivalent to a high school diploma and at least 18 months of retail sales and/or cash-handling experience. Compensation starts at $24.00 to $31.00 per hour, commensurate with experience, plus a 5% floater differential. Redwood Credit Union offers eligible employees a range of medical, dental, vision, financial, and other benefits.
Requirements
- Knowledge of financial institution products and services, including loans.
- Thorough knowledge of personal computers with internet/intranet access and office equipment operation.
- Skill in counting and balancing cash.
- Ability to communicate effectively verbally and in writing.
- Ability to establish and maintain effective working relationships with a diverse group of people.
- Ability to identify errors and make corrections.
- Ability to cross-sell products and services using a needs-based sales approach.
- Ability and desire to work in a team environment.
- Ability to work a rotating schedule that includes rotating Saturdays.
- For specifically designated floater positions, a valid California driver's license and ability to travel frequently between branch locations are required.
- Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with applicable Federal Law, including the SAFE Act and NCUA part 761.
- Ability to be a registered and designated Credit Endorsee with the California Department of Insurance.
- Valid California driver's license required.
- Education and experience equivalent to a high school diploma.
- At least 18 months of experience in retail sales and/or cash handling.
Responsibilities
- Provide excellent service to members, volunteers, internal employees, and service providers.
- Cross-sell Redwood Credit Union and Redwood Credit Union Service Group products and services.
- Open accounts and match member needs to appropriate products and services.
- Determine appropriate loan products to meet members' needs.
- Gather information for loan applications and examine and collect required loan documents.
- Complete loan funding and recommend additional products or services based on member needs.
- Research and respond accurately to member questions, problems, and complaints.
- Safeguard member information and maintain confidentiality in accordance with established policies and procedures.
- Perform file maintenance on all types of accounts.
- Process accurate teller transactions and reconcile cash nightly.
- Audit credit union documents and files.
- Answer phones and efficiently complete phone requests.
- Participate in branch, departmental, and company meetings.
- Perform branch opening and closing duties.
- Cover designated branch locations as needed for staffing crises or other operational needs.
Benefits
- Competitive medical, dental, and vision insurance, including mental health offerings.
- Employee performance incentive plan.
- Merit-based salary advancement.
- 401(k) program with employer match.
- Competitive paid time off accrual, 11 paid company holidays, and a day off for the employee's birthday.
- Employee discounts on RCU collateral auto loans, recreational or boat loans, Visa and line-of-credit loans.
- Zero-interest loans for certain immigration-related expenses and naturalization expenses.
- Zero-interest loans for garment, fitness, or home office equipment.
- 100% financing for employee-purchased homes.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
