Member Experience & Loans Specialist

Redwood Credit Union; Santa Rosa (CA); On-site; USD 50,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with employer match

PTO + 11 holidays and birthday off

Job summary

Redwood Credit Union in Santa Rosa, CA, is hiring for a Sales & Service role that emphasizes opening accounts, matching Member needs with products, and processing loan applications. You will ensure accuracy, protect member data, and provide excellent service to Members, volunteers, and staff.

The position requires knowledge of banking products, cash handling, and strong communication. A rotating Saturday schedule is expected; a comprehensive benefits package is offered by RCU.

Qualifications

• Combination of education and experience equivalent to high school diploma, plus 18 months in retail sales or cash handling.
• Knowledge of financial institution products, including loans.
• Ability to communicate effectively and work in a team.

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 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

PC proficiency

Cash handling

Office equipment

Effective communication

Relationship building

Error detection

Cross-selling

Team player

Rotating schedule

Education

High school diploma

Tools

MS Office

Calculator

Job description

Redwood Credit Union in Santa Rosa, CA, is hiring for a Sales & Service role that emphasizes opening accounts, matching Member needs with products, and processing loan applications. You will ensure accuracy, protect member data, and provide excellent service to Members, volunteers, and staff.

The position requires knowledge of banking products, cash handling, and strong communication. A rotating Saturday schedule is expected; a comprehensive benefits package is offered by RCU.