Member Relationship Specialist

Redwood Credit Union • Sebastopol, CA

4d • $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 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.

The specialist opens and maintains accounts, identifies products and loan options that fit member needs, processes loan applications and documentation, and completes loan funding. The position also handles teller transactions and cash reconciliation, responds to member questions and complaints, protects confidential information, audits credit union documents and files, answers phones, participates in meetings, and performs branch opening and closing duties.

The work environment is indoors, with most of the workday spent standing or sitting at a workstation. The position requires a rotating schedule that includes rotating Saturdays. Compensation starts at $24.00 to $31.00 per hour, commensurate with experience. Redwood Credit Union offers eligible employees medical, dental, vision, and mental health benefits, an incentive plan, merit-based salary advancement, a 401(k) with employer match, paid time off, paid holidays, and employee loan discounts and programs.

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.
• 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 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.
• At least 18 months of experience in retail sales and/or cash handling.
• 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 Service Group products and services.
• Open accounts and match members’ needs to appropriate products and services.
• Determine loan products that meet member needs.
• Collect information for loan applications and examine and collect required loan documents.
• Complete loan funding and recommend additional products or services based on member needs.
• Research and respond accurately to member questions, problems, and complaints.
• Safeguard member information and maintain confidentiality in accordance with policies and procedures.
• Perform file maintenance on all types of accounts.
• Conduct accurate teller transactions and reconcile cash nightly.
• Audit 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.

Benefits

• Competitive medical, dental, and vision insurance and mental health offerings.
• Employee performance incentive plan.
• Merit-based salary increases based on performance.
• 401(k) program with employer match.
• Competitive paid time off accrual, 11 paid company holidays, and birthday off.
• Discounts on 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