Floater Senior Member Relationship Specialist

Redwood Credit Union; Santa Rosa (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

Redwood Credit Union is seeking a Floater Senior Member Relationship Specialist to provide exceptional member service, handle sales and service duties, and support branch operations in Santa Rosa. The role includes cross-selling products, opening accounts, and guiding members through loan applications with accurate documentation.

This position emphasizes problem-solving and excellent communication with members, volunteers, and staff.

Qualifications

• Provide excellent service to all Members, volunteers, internal employees, and service providers.
• Cross-sell products and services to Members.
• Open accounts and match Member needs to products and services.
• Research Member problems and respond verbally and/or in writing.”

Responsibilities

• Sales & Service: Provide excellent service to all Members, volunteers, internal employees, and service providers.
• Cross-sell RCU products and services.
• Open accounts and match Member needs to RCU products and services.
• Research Member problems and respond verbally or in writing, or direct them to the appropriate person or department.
• Determine appropriate loan products to meet Member needs.
• Obtain information from Member to complete loan applications; examine and collect proper loan documents.

Job description

Redwood Credit Unionis seeking a Floater Senior Member Relationship Specialist, who will be responsible for performing operational duties, 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.

Key Responsibilities

Sales & Service:

oProvide excellent service to all Members, volunteers, internal employees, and service providers.

o Cross-sell RCU and RCUSG products and services.

o Open accounts and match Member needs to RCU and RCUSG products and services.

oResearch Member problems and respond verbally and/or in writing or direct them to the appropriate person, or department.

oDetermine the appropriate loan product(s) to meet the Member(s) needs.

oObtain information from Member to complete loan application; examine and collect proper loan documents.

oComplete loan-f