Member Relationship Specialist

Redwood Credit Union • Santa Rosa, CA

1d • Onsite

About The Position

Redwood Credit Union is seeking a part-time Member Relationship Specialist to perform member-service duties related to new accounts, loan transactions, and documentation. The role provides excellent service to credit union and community members, volunteers, team members, and service providers, and supports branch success by selling and referring credit union products. The position handles account opening and maintenance, loan applications and funding, teller transactions, cash reconciliation, member inquiries, document audits, and 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 role requires a rotating schedule that includes rotating Saturdays. Compensation starts at $24.00 to $31.00 per hour, depending on experience and other factors. The position requires the ability to obtain and maintain National Mortgage Licensing System and Registry registration under applicable federal requirements, as well as registration and designation as a Credit Endorsee with the California Department of Insurance.

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 registered and designated as a Credit Endorsee with the California Department of Insurance.

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 suitable loan products for members.
• Collect member information to complete 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 provide accurate information.
• Protect member information and maintain confidentiality by following established policies and procedures.
• Perform maintenance on all types of accounts.
• Complete accurate teller transactions and reconcile cash nightly.
• Conduct audits of credit union documents and files.
• Answer calls 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 advancement.
• 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.
• Interest-free loans for qualifying immigration-related expenses, naturalization expenses, and garment, fitness, or home-office equipment.
• 100% financing for employee-purchased homes.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED