Floater Member Service Associate (Bilingual Preferred)

Redwood Credit UnionSanta Rosa, CA
Hybrid

About The Position

Redwood Credit Union is looking for a Floater Member Service Associate who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.

Requirements

  • Ability to count and balance cash.
  • Ability to effectively cross-sell products and services using a needs-based sales approach.
  • Ability to work a rotating schedule which will include working on rotating Saturdays.
  • Ability to learn new products, services, procedures, technology and concepts.
  • Ability to establish and maintain effective working relationships with a diverse group of people.
  • Ability and desire to work in a team environment.
  • Ability to communicate effectively both verbally and in writing.
  • Knowledge of basic math principles.
  • Knowledge of basic financial institution products and services.
  • Skilled in the operation of office equipment including personal computers with Internet and intranet access.
  • High school diploma, and at least six months experience in retail sales and cash handling experience.
  • Ability to stand, bend, stoop, sit, walk, twist and turn.
  • Ability to lift up to 25 pounds.
  • Ability to use a computer keyboard and calculator.

Nice To Haves

  • Bilingual Preferred

Responsibilities

  • Provide exceptional member service to all Members, volunteers, internal employees, and service providers.
  • Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.
  • Establish basic products and services for Members.
  • Provide information to Members’ questions or directs them to the appropriate person or department for assistance.
  • Safeguard Member information and ensure confidentiality by following established policy and procedures.
  • Complete Members’ transactions accurately and efficiently using established policies and procedures.
  • Balance cash, checks, and maintain proper documentation.
  • Attend and contribute to departmental meetings.
  • Perform branch opening and closing duties.
  • Perform other duties as assigned.
  • Complete orders for Credit Union forms and supplies.
  • Participate in Credit Union committees.
  • Primarily employed to cover designated branch locations in the event of a staffing crisis that results from employee illnesses, medical leaves, resignations/terminations, or other operational needs.
  • Travel frequently from branch location to branch location.
  • Maintain a valid California Driver’s License and/or flexibility with transportation to provide Floater support to changing locations as assigned.

Benefits

  • Competitive medical, dental, and vision insurance, mental health offerings
  • Employee performance incentive plan
  • Salary Advancement– Merit increase based on performance
  • 401(k) program with employer match
  • Competitive PTO accrual plus 11 paid company holidays and your birthday off!
  • RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
  • RCU employees are eligible for a 1% discount on all recreational or boat loan products
  • 2% discount off Visas and LOC Loans through RCU
  • 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
  • 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
  • 0% interest on garment, fitness, or home office equipment loan of up to $500
  • 100% financing for employee purchased homes!
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