Floater Member Relationship Specialist

Redwood Credit Union•Santa Rosa, CA

2d•Onsite

About The Position

Redwood Credit Union is seeking a Floater Member Relationship Specialist to perform a variety of member service duties involving new accounts, loan transactions and documentation. The position provides service to credit union and community members, volunteers, team members, and service providers, and contributes to branch success by selling and referring credit union products. Floater assignments primarily cover designated branch locations when staffing shortages or other operational needs arise, and require frequent travel between branches. The role includes opening accounts, identifying member needs and matching them with products and services, processing loan applications and funding, handling teller transactions, maintaining accounts, researching member questions and complaints, safeguarding confidential information, and supporting branch operations. The position works a rotating schedule that includes rotating Saturdays. Compensation starts at $24.00–$31.00 per hour, commensurate with experience, plus a 5% floater differential.

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 and operating office equipment, including computers with internet and intranet access.
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 effectively 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 designated floater positions: valid California Driver’s License and ability to travel frequently between branch locations.
Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with 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.
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.
Ability to stand, bend, stoop, sit, walk, twist, and turn; lift up to 25 pounds; and use a computer keyboard and calculator.

Responsibilities

Provide excellent service to members, volunteers, internal employees, and service providers.
Cross-sell Redwood Credit Union and Redwood Credit Union Services Group products and services using a needs-based approach.
Open accounts and match member needs to appropriate products and services.
Determine appropriate loan products, collect application information and required documentation, complete loan funding, and recommend additional products or services.
Research and respond accurately to member questions, problems, and complaints.
Safeguard member information and maintain confidentiality in accordance with established policies and procedures.
Perform account file maintenance and accurate teller transactions, and reconcile cash nightly.
Conduct audits of credit union documents and files.
Answer the phone and complete phone requests efficiently.
Participate in branch, departmental, and company meetings.
Perform branch opening and closing duties.
Cover designated branch locations as needed and travel between branches when assigned to a floater position.

Benefits

Competitive medical, dental, and vision insurance
Mental health offerings
Employee performance incentive plan
Merit-based salary advancement
401(k) program with employer match
Competitive PTO accrual
11 paid company holidays
Birthday off
Employee discounts on RCU collateral auto loans, recreational or boat loans, Visa and line-of-credit loans
Zero-interest employee loans for immigration-related expenses, naturalization expenses, and garment, fitness, or home-office equipment
100% financing for employee-purchased homes