Talent.com
Member Relationship Specialist
Member Relationship SpecialistRedwood Credit Union • Petaluma, CA, US
Member Relationship Specialist

Member Relationship Specialist

Redwood Credit Union • Petaluma, CA, US
30+ days ago
Job type
  • Full-time
Job description

Member Relationship Specialist

Redwood Credit Union is looking for a Full Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and 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.

Key Responsibilities

Sales & Service :

  • 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.
  • 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 needs.
  • Research Member questions, problems, and complaints and respond with accurate information.
  • Safeguard member information and ensure confidentiality by following established policy and procedures.

Transactions :

  • Perform file maintenance on all types of accounts.
  • Perform accurate teller transactions and reconcile cash nightly.
  • Teamwork and Other Functions :

  • Conduct audits of Credit Union documents and files.
  • Answer phone and efficiently complete phone requests.
  • Participate in branch, departmental, and company meetings.
  • Perform branch opening and closing duties.
  • Join us and discover why you'll love working at Redwood Credit Union!

    About Redwood Credit Union (RCU) :

    At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

    As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.

    Why work for Redwood Credit Union?

    29th largest credit union in the U.S. and the largest financial institution based in the North Bay

    Awarded a 5-Star Rating based on 6 / 30 / 24 financial data by Bauer Financial

    Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"

    Recognized by Newsweek as one of "America's Best Credit Unions 2024"

    Recognized by Forbes as one of "America's Best Small Employers 2023"

    Voted Best Places to Work in the North Bay 20 years in a row

    World-class Employee Engagement scores

    Rated Superior in Service by more than 90% of Members, surveyed by SF Gate

    Industry leading Net Promoter Scores across the U.S.

    Minimum Qualifications : Knowledge, Skills and Abilities

  • Knowledge of financial institution products and services, including loans.
  • Thorough knowledge of personal computers with internet / intranet access and office equipment operation.
  • Skilled in counting and balancing cash.
  • Skilled in the operation of office equipment including personal computers with Internet and intranet access.
  • 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 identify errors and make corrections.
  • Ability to effectively 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 which will include working on rotating Saturdays.
  • Licenses and Certifications

  • Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761.
  • The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least 18 months experience in retail sales and / or cash handling experience.

    Compensation : Base starting range $23.00 to $31.00 per hour commensurate with experience.

    Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education / training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

    Redwood Credit Union offers a robust benefits package to our eligible employees including :

  • 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
  • Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
  • RCU Discounts and Perks :

  • 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!
  • Physical Requirements :

  • 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.
  • Work environment is indoors, majority of the time is spent standing or sitting at a workstation.
  • Redwood Credit Union is not offering Visa transfers and / or sponsorships for this position.
  • Internal Team Members : If you are a current Team Member, please apply through the internal careers page located in RCUNET.

    We are an Equal Opportunity Employer

    Create a job alert for this search

    Relationship Specialist • Petaluma, CA, US

    Related jobs
    Floater Member Relationship Specialist (Bilingual Required)

    Floater Member Relationship Specialist (Bilingual Required)

    Redwood Credit Union • Santa Rosa, CA, US
    Full-time
    Floater Member Relationship Specialist (Bilingual Required).Redwood Credit Union is looking for a Floater Member Relationship Specialist, who will be responsible for a variety of member service dut...Show more
    Last updated: 9 days ago • Promoted
    Membership Clerk

    Membership Clerk

    Costco Wholesale Corporation • Napa, CA, US
    Full-time
    Processes member sign ups, renewals and added cards.Instructs members and potential members about membership, warehouse and credit programs. Assists members regarding item availability.Issues replac...Show more
    Last updated: 30+ days ago • Promoted
    Floater Member Service Associate (Bilingual Preferred)

    Floater Member Service Associate (Bilingual Preferred)

    Redwood Credit Union • Santa Rosa, CA, US
    Full-time
    Floater Member Service Associate (Bilingual Preferred).Redwood Credit Union is looking for a Floater Member Service Associate who will be responsible for performing routine teller work, provides ex...Show more
    Last updated: 30+ days ago • Promoted
    Costco Membership Desk Representative

    Costco Membership Desk Representative

    TradeJobsWorkforce • 94706 Albany, CA, US
    Full-time
    We’re looking for a Costco Membership Desk Representative to perform daily responsibilities with dedication.Ensure compliance with company and safety standards. Stay adaptable in a dynamic, fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Part Time Bakery Team Member (Service Counter)

    Part Time Bakery Team Member (Service Counter)

    Whole Foods Market • Mill Valley, CA, US
    Part-time
    A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet.That means improving...Show more
    Last updated: 21 days ago • Promoted
    Member Service Associate

    Member Service Associate

    Redwood Credit Union • San Rafael, CA, US
    Part-time
    Redwood Credit Union is looking for a Part Time Member Service Associate (24-25 hours per week) who will be responsible for performing routine teller work, provides excellent member service, and co...Show more
    Last updated: 2 days ago • Promoted
    Senior Member Relationship Specialist

    Senior Member Relationship Specialist

    Redwood Credit Union • Sebastopol, CA, US
    Full-time
    Senior Member Relationship Specialist.Redwood Credit Union is seeking a Full Time Senior Member Relationship Specialist, who will be responsible for performing operational duties, provides excellen...Show more
    Last updated: 15 days ago • Promoted
    Lead Member Services Representative

    Lead Member Services Representative

    Partnership HealthPlan of California • Santa Rosa, CA, US
    Full-time
    Lead Member Services Representative.To respond to member and provider calls regarding Plan policies, procedures, membership, eligibility, benefits, and claims, providing the highest level of custom...Show more
    Last updated: 25 days ago • Promoted
    Digital Member Engagement Specialist

    Digital Member Engagement Specialist

    Redwood Credit Union • Napa, CA, US
    Full-time
    Digital Member Engagement Specialist.Redwood Credit Union is seeking a Digital Member Engagement Specialist, who will manage and optimize our SavvyMoney solution with a focus on driving loan, depos...Show more
    Last updated: 15 days ago • Promoted
    Member Services Representative

    Member Services Representative

    Planet Fitness • Santa Rosa, CA, US
    Full-time
    Member Services Representative.The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness m...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    CompHealth Inc. • Saint Helena, CA, US
    Permanent
    Physical Therapist for a travel job in Saint Helena, California.Job Description & Requirements.Though your CompHealth recruiter will be your single point of contact, they are backed by dozens o...Show more
    Last updated: 30+ days ago • Promoted
    Service Team

    Service Team

    Panda Restaurant Group • Novato, CA, US
    Full-time
    Join us as a Service Team Associate.We’re looking for friendly team players to create a warm environment for our guests and provide great service for our guests. Thrive in a safe and supportiv...Show more
    Last updated: 25 days ago • Promoted
    Prepared Foods Team Member (Deli Service Counter & Culinary Venues) - Full Time

    Prepared Foods Team Member (Deli Service Counter & Culinary Venues) - Full Time

    Whole Foods Market • Novato, CA, US
    Full-time
    A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet.That means improving...Show more
    Last updated: 30+ days ago • Promoted
    Branch Member Service Specialist

    Branch Member Service Specialist

    OE Federal Credit Union • Rohnert Park, CA, US
    Full-time
    Join the Best Union Credit Union Around!.In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks.A credit union is mor...Show more
    Last updated: 25 days ago • Promoted
    Prepared Foods Team Member (Deli Service Counter & Culinary Venues) - Part Time Seasonal

    Prepared Foods Team Member (Deli Service Counter & Culinary Venues) - Part Time Seasonal

    Whole Foods Market • Berkeley, CA, US
    Part-time
    A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet.That means improving...Show more
    Last updated: 30+ days ago • Promoted
    Prepared Foods Team Member (Deli Service Counter & Culinary Venues) - Part Time

    Prepared Foods Team Member (Deli Service Counter & Culinary Venues) - Part Time

    Whole Foods Market • Sonoma, CA, US
    Part-time
    A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet.That means improving...Show more
    Last updated: 30+ days ago • Promoted
    Seafood Team Member (Service Counter) - Part Time Seasonal

    Seafood Team Member (Service Counter) - Part Time Seasonal

    Whole Foods Market • San Rafael, CA, US
    Part-time
    A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet.That means improving...Show more
    Last updated: 18 days ago • Promoted
    Family Medicine

    Family Medicine

    The Inline Group • Guerneville, California, US
    Full-time +1
    Family Practice physician employment in California : The Inline Group -.Average Patients seen : 10 patients per 4 hour shift. Call Schedule : Shared rotating home call schedule.Compensation : - $17...Show more
    Last updated: 4 days ago • Promoted