Member Experience & Loan Services Specialist

Sigma Gamma Rho Sorority, Inc; Sebastopol (CA); On-site; USD 33,000 - 43,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Employee performance incentive plan

Salary advancement – merit increase

Job summary

Redwood Credit Union in Sebastopol, CA is seeking a Full Time Member Relationship Specialist to deliver outstanding member service, assist with new accounts, loan transactions, and documentation, and cross-sell RCUSG products. You will be the face of the branch, building trust with members, volunteers, and staff.

The role requires accuracy in cash handling, strong communication, and the ability to work in a team with a rotating Saturday schedule.

Qualifications

• Knowledge of financial institution products and services, including loans.
• Proficient with PCs/intranet and office equipment.
• Ability to cross-sell using a needs-based approach.
• Ability to work in a team and on rotating Saturdays.
• Minimum education and 18+ months in sales or cash handling.

Responsibilities

• Provide excellent member service and cross-sell Redwood Credit Union products.
• Open accounts, process loan applications, and collect proper documents.
• Perform teller transactions and balance cash.
• Maintain confidentiality and protect member information.
• Assist in branch operations and participate in meetings.

Skills

Financial products knowledge

PC/internet proficiency

Cash handling

Office equipment operation

Effective communication

Relationship building

Attention to errors

Cross-sell mentality

Team collaboration

Rotating Saturdays

Education

High school diploma or equivalent

Retail sales or cash handling experience (18+ months)

Job description

Redwood Credit Union in Sebastopol, CA is seeking a Full Time Member Relationship Specialist to deliver outstanding member service, assist with new accounts, loan transactions, and documentation, and cross-sell RCUSG products. You will be the face of the branch, building trust with members, volunteers, and staff.

The role requires accuracy in cash handling, strong communication, and the ability to work in a team with a rotating Saturday schedule.