At Redwood Credit Union we are on a journey to re-imagine the way we do business, and we can’t do it without you - our next great hire.

Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. As a not-for-profit financial institution, our passion is for helping our Members meet their financial needs, whether it’s through better rates, low or no fees, or expanded services.

That people-first approach holds true for our employees, too. Our work environment is built on service and trust. It's all possible with a leadership team committed to hiring talented people and helping them develop their careers.

The Business Operations Specialist is responsible for overseeing and leading the sales and operations activities to improve productivity and effectiveness within the Business Services department. This role will support the frontline sales team by providing product support and managing sales data regarding financial services and cashflow tools, as well as managing various administrative tasks required to ensure department reaches sales goals while providing exceptional service to business Members.

Essential Functions:

• Responsible for total Member experience in all business account services operations while managing the day-to-day Member experience.
• Provide exceptional service to both internal and external Members.
• Proactively take ownership of issues and work closely with the Business Sales Advisors and Members through resolution, delivering a high-quality Member experience.
• Educate, support, and assist businesses with business products and services.
• Maintain in-depth product knowledge on all business deposit accounts, products, and services.
• Research and resolve complex deposit issues, including questions regarding business deposit accounts, account analysis, merchant services, payroll, RDC, ACH and Wires, business online banking, and positive pay.
• Support and enable frontline sales teams to sell more efficiently and effectively by providing strategic direction and reducing friction in the sales process.
• Evaluate existing processes and procedures and provide recommendations for improvement of Member and internal team member interactions with the deposit operations team, products, and services.
• Work with marketing to organize and maintain sales collateral for access by the sales team.
• Report sales and campaign results to senior management and other departments as needed.
• Analyze market trends and competitors’ products to provide feedback to VP/Business Account Services.
• Resolve problems through analysis of data, identification of root cause(s), evaluation of options, rendering of decisions, and implementation of action.
• Ensure compliance with pertinent government rules and regulations.

• Thorough knowledge of business deposit accounts products and services.
• Effective communication and training skills.
• Excellent interpersonal skills and the ability to maintain credibility and engender trust.
• Exceptional organizational skills including project and pipeline management.
• Skill in operating a personal computer and word processing, spreadsheet, and presentation software.
• Strong analytical skills with the ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches.
• Ability to plan, implement, and evaluate the achievement of strategic and business plan goals, objectives, and work plans.

• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to lift up to 25 pounds occasionally.
• Ability to use all modern office equipment.
• Work environment is indoors; majority of time is spend sitting at a desk.

Education/Experience:

The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, finance, or a closely related field with a minimum of three (3) years’ experience in business services and products operations. 

Compensation: Base starting range: $40.00 to $50.00 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 on garment, fitness, or home office equipment loan of up to $500

- 100% financing for employee purchased homes!

Why work for Redwood Credit Union?

·Local financial institution, providing unparalleled service since 1950

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

·Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting

·Voted Best Places to Work in the North Bay 18 years in a row

·World-class employee engagement scores

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

·Recognized by Forbes as one of “America’s Best Small Employers 2023"

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