Floater Senior Member Relationship Specialist (Bilingual Preferred)

Redwoodcu; Santa Rosa (CA); On-site; USD 37,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with employer match

Paid holidays

Job summary

Redwood Credit Union is seeking a Floater Senior Member Relationship Specialist to deliver exceptional member service while cross-selling credit union products.

Responsibilities include opening accounts, processing loans, and maintaining branch operations under supervision. The role supports multiple Sonoma County branches and requires strong teamwork and leadership abilities.

Qualifications

• High school diploma or equivalent required.
• 3+ years in retail sales and/or financial services helpful.
• Experience leading or coaching other staff preferred.

Responsibilities

• Provide excellent service to members and community.
• Cross-sell RCU products and refer services.
• Open accounts and assess member needs for products and loans.
• Handle loan applications and funding process.
• Balance vaults and perform branch audits as needed.
• Lead team in absence of Branch Manager.

Skills

Customer service

Cross-sell

Cash handling

Account opening

Team collaboration

Loan products knowledge

Education

High school diploma

Tools

PC & Internet

Job description

Redwood Credit Union is 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

• 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.
• Research Member problems and respond verbally and/or in writing or direct them to the appropriate person, or department.
• 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(s) needs.

Operations Management

• Balance vault and CDMs.
• Order, receive, and prepare cash shipments.
• May conduct weekly, monthly and quarterly branch audits.
• Assist in branch staff scheduling.
• Oversee branch operations and staff in the absence of branch management.
• Act as a team lead for Member Relationship Specialist and Senior Member Relationship Specialist staff.
• Conduct audits of Credit Union documents and files.
• Perform branch opening and closing duties.
• Assist the Branch Experience Manager and/or Branch Service Manager with the preparation of sales reports.

Teamwork

• Coordinate and review work of others as needed.
• Provide feedback to branch management on the performance of Member Service Associate, Member Relationship Specialist and Senior Member Relationship Specialist staff.
• Conduct branch staff training.

Join us and discover why you'll love working at Redwood Credit Union!

ABOUT REDWOOD CREDIT UNION (RCU)

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well‑being of our communities one person at a time, through good times and bad.

As a not‑for‑profit financial institution, we are committed to a people‑first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well‑being for all.

Why work for Redwood Credit Union?

• 21st largest credit union in the U.S. and the largest financial institution based in the North Bay
• Recognized by Newsweek as one of "America's Best Credit Unions 2026"
• Awarded a 5-Star Bauer Rating
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay 21 years in a row
• World-class Employee Engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Industry leading Net Promoter Scores across the U.S.

Locations

• For Sonoma County Branches and others as assigned (including Napa, Mendocino & Marin counties)
• Cleveland Branch as home location for time and travel

• Thorough knowledge of financial institution products and services, including loans.
• Thorough knowledge of branch operations policies and procedures.
• Skilled in the operation of office equipment including personal computers with Internet and intranet access.
• Skilled in counting and balancing cash.
• Ability to identify errors and make corrections.
• Ability and desire to work in a team environment.
• Ability to communicate effectively both verbally and in writing.
• Ability to establish and maintain effective working relationships with a diverse group ofpeople.
• Ability to effectively cross‑sell products and services using a needs‑based sales approach.
• Ability to analyze situations and recommend solutions.
• Ability to act independently in the absence of branch management.
• Ability to make sound business decisions, using the principles of our Vision, Mission and Values.
• Ability to act as a team lead.
• Ability to coach and train others.
• Ability to act as a sales coach.
• Ability to work a rotating schedule which will include working on rotating Saturdays
• 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.
• Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.
• Valid California Driver’s License required.
• Ability to travel frequently from branch location to branch location.

A Floater Member Service Associate who under general supervision, will primarily be employed to cover designated branch locations in the event of a staffing crisis that results from employee illnesses, medical leaves, resignations/terminations, or other operational needs.

Additional requirements when assigned to specifically designated Floater position(s):

• Valid California Driver’s License required.
• Ability to travel frequently from branch location to branch location.

The ideal candidate has a combination of education and experience equivalent to a high school diploma, and three years' experience in retail sales and/or financial institution experience, including prior team leadership.

Compensation:Base starting range: $27.00 to $35.00 per hour commensurate with experience. (This position is also eligible for a 5% Floater Differential in addition to the base pay)

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!

Physical Requirements:

• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to lift up to 30 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.

Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.

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