Member Relationship Specialist
Redwood Credit UnionSan Anselmo, CA, US- Full-time
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
- 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
Teamwork and Other Functions
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?
Minimum Qualifications : Knowledge, Skills and Abilities
Licenses and Certifications
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. This position is also eligible for a 15% Geographical Differential.
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 :
RCU Discounts and Perks :
Physical Requirements :
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
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