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, deposit and Member growth, improving financial wellness, and deepening Member engagement through the adoption of products and services.

The ideal candidate is results-driven who can leverage platform analytics and data to execute targeted offers to Members including retargeting, pre-qualified and pre-approved offers while promoting financial wellness resources.

Key Responsibilities

o Maintain working knowledge of RCUs lending, deposit and other product offerings.

o Use SavvyMoneys analytics and reporting tools to identify opportunities for retargeting and to build campaign queries for pre-qualified offers.

o Execute pre-approved loan campaigns using SavvyMoneys platform, ensuring campaigns are launched accurately and on time.

o Promote SavvyMoneys financial wellness tools and insights (credit education, Credit Goals, score monitoring) to members who may benefit most.

o Oversee ongoing management of loan and other product offers within the SavvyMoney platform, keeping them up to date and relevant for Members.

o Design and run engagement campaigns to increase adoption and bring members back into the SavvyMoney experience.

o Serve as the primary liaison with SavvyMoneys customer success team to collaborate and align on campaign best practices, optimize targeting strategies, and track performance.

o Leverage platform data and analytics to provide senior management with insights on lending trends, wallet share opportunities, member score improvement, and overall engagement.

o Partner with marketing, lending, digital banking, compliance, and member services teams to ensure offers and campaigns meet the organizational goals and regulatory standards.

o Work closely with Lending Management on making recommendations on the delivery, frequency, execution, and risk assessments of engagement efforts.

o Analyze offer and campaign performance and ROI to continuously improve future strategies.

o Monitor third-party vendor performance and standards; conduct due diligence reviews.

Review laws and regulations that impact compliance requirements, with emphasis on the Bank Secrecy Act, Patriot Act, OFAC, Card Act and Durbin Amendment, Reg Z and Reg E.

Join us and discover why youll 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 "Americas Greatest Midsize Workplaces 2025"
• Recognized by Newsweek as one of "Americas Best Credit Unions 2024"
• Recognized by Forbes as one of "Americas 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 Qualification : Knowledge, Skills and Abilities

The ideal candidate has a combination of education and experience equivalent to a high school diploma and a minimum of five years experience in consumer or mortgage lending, including a minimum of three years of experience working directly with credit bureaus on prescreen or pre-qualified campaigns for a consumer financial institution.

Compensation : Base starting range : $44.00 to $57.00 hourly commensurate with experience.

Our base salary starting range is based on scope and responsibilities of the position, candidates 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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