Member Experience & Loan Specialist

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

Benefits offered by this job

Medical, dental, vision insurance

401(k) with employer match

Paid holidays and PTO

Job summary

Redwood Credit Union is seeking a Full Time Member Relationship Specialist in Santa Rosa, CA to provide exceptional member service for new accounts and loan transactions while accurately handling documentation. You will be the branch face, cross-sell products and support the community through the credit union.

The role emphasizes accurate teller work, loan processing, and safeguarding member information. You will work a rotating schedule, including Saturdays, as part of a team dedicated to

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 PCs with Internet/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 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 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

PC skills

Communication skills

Team player

Sales ability

Job description

Redwood Credit Union is seeking a Full Time Member Relationship Specialist in Santa Rosa, CA to provide exceptional member service for new accounts and loan transactions while accurately handling documentation. You will be the branch face, cross-sell products and support the community through the credit union.

The role emphasizes accurate teller work, loan processing, and safeguarding member information. You will work a rotating schedule, including Saturdays, as part of a team dedicated to