Member Relationship Specialist (Banker) - job 1 of 2
At Redwood Credit Union, we’re dedicated to hiring talented individuals who embody the core value of "people helping people." Our collaborative and supportive work environment thrives on service, trust, and cooperation.
Since 1950, we’ve been helping our Members achieve their financial goals, with a focus on providing better rates, low or no fees, and exceptional service. As a not-for-profit financial institution, we take pride in making a positive impact by elevating our Members’ financial well-being through expanded product offerings and personalized service.
Our commitment to the community shines through our involvement in volunteering, sponsorships, fundraising, and partnerships with local organizations. We believe in investing in our communities with time, energy, and resources.
Why work for Redwood Credit Union?
• Voted Best Places to Work in the North Bay 19 years in a row
• Recognized by Newsweek as one of "America's Best Credit Unions 2024 to 2025"
• World-class Employee Engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Outstanding Benefits Package, including discounts on products
Join us and discover why you'll love working at Redwood Credit Union!
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.
Essential Functions
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.
- 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.
- 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.
- 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 $30.00 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:
• 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!
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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As a Member Relationship Specialist at Redwood Credit Union in beautiful Mill Valley, California, you will play a vital role in our mission of 'people helping people.' In this full-time position, you’ll be at the forefront, providing excellent service and support as you assist members with their accounts and loan transactions. Your responsibilities will include opening new accounts, determining the best loan products for member needs, and facilitating the loan-funding process. Beyond transactions, this role is all about building relationships and trust with our members, volunteers, and team members. You'll engage with them by cross-selling our wide range of products and services that fit their financial goals. With a down-to-earth approach, you'll ensure that member inquiries and issues are resolved promptly and accurately while maintaining confidentiality. It’s a role that requires you to be a great communicator and a dedicated team player, contributing to an incredibly supportive work culture that has earned us accolades like 'Best Places to Work' for 19 consecutive years. At Redwood Credit Union, we’re not just a financial institution; we're a community where your well-being and professional growth matter. If you're ready to make a difference in people’s financial journeys while enjoying an outstanding benefits package, join us and see why so many love being part of the Redwood Credit Union family!
To passionately serve the best interests of our Members, employees and communities.
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