Member Relationship Specialist

Redwood Credit Union•American Canyon, CA

22h

About The Position

Redwood Credit Union is hiring a full-time Member Relationship Specialist to provide member service related to new accounts, loan transactions, and loan documentation. This role supports branch success by selling and referring Credit Union products and services, while delivering exceptional service to members, community members, volunteers, team members, and service providers. The specialist opens accounts, identifies products and loan options that fit member needs, gathers loan application information and documentation, and completes loan funding. The position also handles account maintenance and teller transactions, safeguards member information, researches and resolves questions and complaints, and contributes to branch operations through audits, phone requests, meetings, and opening and closing duties. 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. The role requires a rotating schedule that includes rotating Saturdays. The work environment is indoors, with most time spent standing or sitting at a workstation.

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 effectively 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.
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.
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.
Ability to lift up to 25 pounds.
Ability to use a computer keyboard and calculator.

Responsibilities

Provide excellent service to members, volunteers, internal employees, and service providers.
Cross-sell RCU and RCUSG products and services.
Open accounts and match members' needs to RCU and RCUSG products and services.
Determine appropriate loan products to meet members' needs.
Obtain information for loan applications and examine and collect required loan documents.
Complete the loan-funding process and recommend additional products or services to meet member needs.
Research member questions, problems, and complaints and respond with accurate information.
Safeguard member information and maintain confidentiality by following 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 the phone 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 PTO accrual.
11 paid company holidays and the employee's birthday off.
Discounts on RCU collateral auto loans, recreational or boat loans, Visa and line-of-credit loans.
0% interest loan for immigration-related expenses, including visa application fees and relocation costs, up to $1,000.
0% interest loan for naturalization-related expenses, up to $15,000.
0% interest loan for garment, fitness, or home office equipment, up to $500.
100% financing for employee-purchased homes.