Member Relationship Specialist

Redwood Credit Union•Sebastopol, CA

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 excellent 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 position supports members by opening accounts, matching their needs to products and services, identifying appropriate loan products, collecting loan application information and documentation, and completing loan funding. It also performs account maintenance and teller transactions, reconciles cash, researches and resolves member questions and complaints, and helps maintain the security and confidentiality of member information. Other duties include auditing documents and files, handling phone requests, attending meetings, and performing branch opening and closing duties. The position requires a rotating schedule that includes rotating Saturdays. The work environment is indoors, with most time spent standing or sitting at a workstation. The role requires the 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, and 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. The starting pay range is $24.00 to $31.00 per hour, commensurate with experience. Redwood Credit Union states that it is not offering visa transfers or sponsorship for this position.

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.
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.
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

Education and experience equivalent to a high school diploma.
At least 18 months of experience in retail sales and/or cash handling.

Responsibilities

Provide excellent service to members, volunteers, internal employees, and service providers.
Cross-sell Redwood Credit Union and RCUSG products and services.
Open accounts and match member needs to appropriate 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 complete phone requests efficiently.
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 increases based on performance.
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 LOC loans.
Zero-interest loans for eligible immigration-related expenses, naturalization expenses, and garment, fitness, or home office equipment.
100% financing for employee-purchased homes.