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Redwood Credit Union
Rohnert Park, CA | Full Time
$49k-62k (estimate)
1 Month Ago
Member Relationship Specialist
Redwood Credit Union Rohnert Park, CA
$49k-62k (estimate)
Full Time | Banking 1 Month Ago
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Redwood Credit Union is Hiring a Member Relationship Specialist Near Rohnert Park, CA

At Redwood Credit Union we are on a journey to reimagine 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. 

Redwood Credit Union is looking for a Member Relationship Specialist to join our Rohnert Park Branch. This role performs a variety of member service duties associated with teller, new account, loan transactions and documentation.

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Sales and Services

  • 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
  • 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.
  • May be designated as a membership officer.
Skills, knowledge 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 maintain a valid California driver’s license.
  • 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.
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Education/Experience

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. 

Base starting range: $23.00 to $30.00 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

·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

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$49k-62k (estimate)

POST DATE

04/21/2023

EXPIRATION DATE

06/17/2024

WEBSITE

redwoodcu.org

HEADQUARTERS

CLOVERDALE, CA

SIZE

200 - 500

FOUNDED

1950

TYPE

Private

CEO

NEGRI CYNTHIA

REVENUE

$50M - $200M

INDUSTRY

Banking

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