Member Relationship Specialist

Company: Redwood Credit Union
Location: Sonoma
Posted on: May 24, 2023

Job Description:

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 Sonoma Branch. This role performs a variety of member service duties associated with teller, new account, loan transactions and documentation.Sales and ServicesProvide 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.TransactionsPerform file maintenance on all types of accounts.Perform accurate teller transactions and reconcile cash nightly.TeamworkConduct 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 AbilitiesKnowledge 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 CertificationsAbility 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.Education/ExperienceA 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: $21.00 to $28.00 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, merit increases, 401(k) program with employer match, generous holiday and PTO policy, and extensive RCU specific perks like 100% financing for employee purchased homes!Why work for Redwood Credit Union?Local financial institution, providing unparalleled service since 1950Top 5 Healthiest Credit Union in the USA, rated by Glatt ConsultingVoted Best Places to Work in the North Bay 17 years in a row.World-class employee engagement scoresRated Superior in Service by more than 90% of Members, surveyed by SF GateMandatory Vaccination Policy: As a condition of employment, new hires must be fully vaccinated against COVID-19 on or before the first day of employment (subject to legally mandated exemptions). Service Trust People CooperationWe are an Equal Opportunity Employer

Keywords: Redwood Credit Union, Vallejo , Member Relationship Specialist, Other , Sonoma, California