Member Experience & Sales Associate

Socket.dev; San Rafael (CA); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Performance incentive program

401(k) with employer match

Paid time off + holidays

Job summary

Redwood Credit Union is seeking a Full Time Member Service Associate in California to provide exceptional member service, handle teller transactions, and cross-sell credit union products. This role emphasizes accuracy, confidentiality, and teamwork in a branch setting.

The ideal candidate will have a high school diploma or equivalent and at least six months of retail sales and cash handling experience, with rotating Saturdays likely. Competitive benefits accompany the role.

Qualifications

• Ability to count and balance cash accurately.
• Ability to cross-sell products using needs-based approach.
• Willingness to work rotating Saturdays.
• Ability to learn new products, procedures, and technology.
• Ability to collaborate effectively with diverse teams.
• Strong written and verbal communication skills.
• Familiarity with basic math and financial products.

Responsibilities

• Provide exceptional member service and explain products to meet member needs.
• Cross-sell RCU products and services including investments and insurance.
• Perform routine teller transactions with accuracy and confidentiality.
• Balance cash, checks, and maintain documentation.
• Attend meetings and participate in branch operations.
• Support in opening/closing duties and orders for forms and supplies.

Skills

Cash handling

Cross-selling

Verbal communication

Teamwork

Basic math

Customer service

Education

High school diploma or equivalent

Job description

Redwood Credit Union is seeking a Full Time Member Service Associate in California to provide exceptional member service, handle teller transactions, and cross-sell credit union products. This role emphasizes accuracy, confidentiality, and teamwork in a branch setting.

The ideal candidate will have a high school diploma or equivalent and at least six months of retail sales and cash handling experience, with rotating Saturdays likely. Competitive benefits accompany the role.