Flexible Member Care & Sales Specialist

Redwood Credit Union; Santa Rosa (CA); On-site; USD 33,000 - 43,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Mental health offerings

Employee incentive plan

401(k) match

PTO and holidays

Job summary

Redwood Credit Union is seeking a Floater Member Relationship Specialist to deliver exceptional member service across new accounts, loans, and documentation while supporting branch goals. You will cross-sell products, open accounts, process loan applications, and ensure accuracy and confidentiality in daily operations.

The role includes travel between branches as a Floater, a rotating Saturday schedule, and a base hourly compensation with a differential.

Qualifications

• 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.

Responsibilities

• 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 Member 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.
• Perform file maintenance on all types of accounts.
• Perform accurate teller transactions and reconcile cash nightly.
• 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.

Skills

Financial products knowledge

Cash handling

Cross-selling

Communication

Teamwork

Rotating Saturdays

Office equipment operation

Education

High school diploma or equivalent

Job description

Redwood Credit Union is seeking a Floater Member Relationship Specialist to deliver exceptional member service across new accounts, loans, and documentation while supporting branch goals. You will cross-sell products, open accounts, process loan applications, and ensure accuracy and confidentiality in daily operations.

The role includes travel between branches as a Floater, a rotating Saturday schedule, and a base hourly compensation with a differential.