Member Relationship Specialist

Redwood Credit Union•San Francisco, CA

3d•$24 - $31

About The Position

Redwood Credit Union is hiring a full-time Member Relationship Specialist to perform member-service duties involving new accounts, loan transactions and documentation. 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. It includes opening accounts, matching products to member needs, processing and funding loans, carrying out teller transactions, maintaining account files, and participating in branch operations.

Requirements

Knowledge of financial institution products and services, including loans.
Thorough knowledge of personal computers with internet and 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.
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.
Education and experience equivalent to a high school diploma.
At least 18 months of retail sales and/or cash-handling experience.

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 for members.
Gather information for 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.
Protect member information and maintain confidentiality in accordance with established policies and procedures.
Perform file maintenance on all types of accounts.
Complete 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.

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 paid time off accrual.
11 paid company holidays and birthday off.
Employee discounts on eligible credit union auto, recreational, boat, 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.