Senior Member Relationship Specialist

Redwood Credit Union • Sebastopol, CA

85d • $26 - $34

About The Position

Redwood Credit Union is seeking a Full Time Senior Member Relationship Specialist, who will be responsible for performing operational duties, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.

Requirements

• Thorough knowledge of financial institution products and services, including loans.
• Thorough knowledge of branch operations policies and procedures.
• Skilled in the operation of office equipment including personal computers with Internet and intranet access.
• Skilled in counting and balancing cash.
• Ability to identify errors and make corrections.
• Ability and desire to work in a team environment.
• Ability to communicate effectively both verbally and in writing.
• Ability to establish and maintain effective working relationships with a diverse group of people.
• Ability to effectively cross-sell products and services using a needs-based sales approach.
• Ability to analyze situations and recommend solutions.
• Ability to act independently in the absence of branch management.
• Ability to make sound business decisions, using the principles of our Vision, Mission and Values.
• Ability to act as a team lead.
• Ability to coach and train others.
• Ability to act as a sales coach.
• Ability to work a rotating schedule which will include working on rotating Saturdays.

Nice To Haves

• Combination of education and experience equivalent to a high school diploma.
• Three years' experience in retail sales and/or financial institution experience, including prior team leadership.

Responsibilities

• Provide excellent service to all Members, volunteers, internal employees, and service providers.
• Cross-sell RCU and RCUSG products and services.
• Open accounts and match Member needs to RCU and RCUSG products and services.
• Research Member problems and respond verbally and/or in writing or direct them to the appropriate person, or department.
• Determine the appropriate loan product(s) to meet the Member(s) needs.
• Obtain information from Member to complete loan application; examine and collect proper loan documents.
• Complete loan-funding process and recommend additional products or services to meet Member(s) needs.
• Balance vault and CDMs.
• Order, receive, and prepare cash shipments.
• May conduct weekly, monthly and quarterly branch audits.
• Assist in branch staff scheduling.
• Oversee branch operations and staff in the absence of branch management.
• Act as a team lead for Member Relationship Specialist and Senior Member Relationship Specialist staff.
• Conduct audits of Credit Union documents and files.
• Perform branch opening and closing duties.
• Assist the Branch Experience Manager and/or Branch Service Manager with the preparation of sales reports.
• Coordinate and review work of others as needed.
• Provide feedback to branch management on the performance of Member Service Associate, Member Relationship Specialist and Senior Member Relationship Specialist staff.
• Conduct branch staff training.

Benefits

• Competitive medical, dental, and vision insurance, mental health offerings.
• Employee performance incentive plan.
• Salary Advancement- Merit increase based on performance.
• 401(k) program with employer match.
• Competitive PTO accrual plus 11 paid company holidays and your birthday off!
• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans.
• RCU employees are eligible for a 1% discount on all recreational or boat loan products.
• 2% discount off Visas and LOC Loans through RCU.
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500.
• 100% financing for employee purchased homes!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED