Floater Member Relationship Specialist

Redwood Credit Union • Windsor, CA

1d • $24 - $31 • Onsite

About The Position

Redwood Credit Union is seeking a Floater Member Relationship Specialist to provide member service related to new accounts, loan transactions, and loan documentation. The role serves credit union and community members, volunteers, team members, and service providers, and supports branch success by recommending and referring credit union products and services. The home branch is Windsor, with assignments covering branches in Mendocino and Lake counties and other locations as assigned, including Sonoma, Napa, and Marin counties. Floaters primarily cover designated branches when staffing shortages or other operational needs arise, and must travel frequently between branch locations.

The position includes opening and maintaining accounts, completing teller transactions and loan-funding processes, collecting and examining loan documentation, addressing member questions and complaints, safeguarding confidential information, conducting document audits, answering phone requests, participating in meetings, and performing branch opening and closing duties. The schedule rotates and 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 describes a competitive total rewards package that includes 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.
• Skill in operating office equipment, including personal 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, 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 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.
• 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.

Responsibilities

• Provide 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.
• Collect information to complete loan applications and examine and collect required loan documents.
• Complete loan funding and recommend additional products or services to meet 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.
• Perform accurate teller transactions and reconcile cash nightly.
• Conduct audits of credit union documents and files.
• Answer phones and complete phone requests efficiently.
• Participate in branch, departmental, and company meetings.
• Perform branch opening and closing duties.
• Cover designated branch locations during staffing shortages or other operational needs and travel between locations as assigned.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED