Member Relationship Specialist

Redwood Credit Union•San Francisco, CA

About The Position

Redwood Credit Union is hiring a full-time Member Relationship Specialist to perform a variety of member-service duties involving new accounts, loan transactions, and documentation. The role provides excellent service and contributes to branch success by selling and referring Credit Union products. As a representative of the organization, the specialist serves credit union and community members, volunteers, team members, and service providers. The position includes opening accounts, matching members with appropriate products and services, helping members select loan products, collecting application information and loan documents, and completing loan funding. The specialist also researches and responds to member questions and complaints, protects confidential information, performs account maintenance and teller transactions, reconciles cash, audits files, handles phone requests, participates in meetings, and performs branch 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 position requires a rotating schedule that includes rotating Saturdays and the ability to obtain and maintain applicable NMLS registration and California Department of Insurance Credit Endorsee designation.

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 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 experience in retail sales and/or cash handling.
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 Redwood Credit Union and RCUSG products and services.
Open accounts and match member needs to appropriate products and services.
Determine suitable loan products for members.
Obtain 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 member questions, problems, and complaints and respond accurately.
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 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 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.