Member Experience Banker: Loans & Services

Redwood Credit Union; Santa Rosa (CA); Hybrid; USD 33,000 - 43,000; Part time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer match

Paid time off and holidays

Employee incentive plan

Job summary

Redwood Credit Union is seeking a Part-Time Member Relationship Specialist in Santa Rosa, CA. The role focuses on delivering exceptional member service, handling new accounts and loan transactions, and cross-selling credit union products to meet member needs.

The ideal candidate will have cash handling experience, strong communication, and a reliable, team-oriented approach, with the ability to work a rotating Saturday schedule. Competitive benefits accompany this position.

Qualifications

• High school diploma or equivalent and at least 18 months retail sales or cash handling experience.
• Knowledge of financial products, loans, and account operations.
• Ability to cross-sell products using a needs-based approach.
• Excellent communication and ability to work rotating Saturdays.

Responsibilities

• Provide excellent service to Members, volunteers, internal employees, and service providers.
• Cross-sell Redwood Credit Union products and services.
• Open accounts and match Member needs to products and services.
• Determine loan products 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.

Skills

Cash handling

Cross-selling

Communication skills

Teamwork

Attention to detail

Education

High school diploma

Tools

Office equipment operation

Basic computer skills

Job description

Redwood Credit Union is seeking a Part-Time Member Relationship Specialist in Santa Rosa, CA. The role focuses on delivering exceptional member service, handling new accounts and loan transactions, and cross-selling credit union products to meet member needs.

The ideal candidate will have cash handling experience, strong communication, and a reliable, team-oriented approach, with the ability to work a rotating Saturday schedule. Competitive benefits accompany this position.