Member Experience & Solutions Specialist

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

Benefits offered by this job

Discounts on loans or financial perks

Employee mortgage/loan options

Community impact and growth

Job summary

Redwood Credit Union is seeking a Full Time Member Relationship Specialist in Sebastopol, CA. The role focuses on delivering exceptional member service, processing new accounts and loan transactions, and cross-selling credit union products.

You will open accounts, gather loan documents, and ensure accurate funding while maintaining confidentiality. The position requires teamwork, rotating Saturdays, and a strong customer-service mindset.

Qualifications

• Knowledge of financial products and services, including loans.
• Ability to count and balance cash and operate office equipment.
• Strong verbal and written communication skills.
• Ability to build effective relationships with diverse members and staff.
• Willingness to work as part of a team and on rotating Saturdays.

Responsibilities

• Provide excellent member service to all members and service providers.
• Cross-sell Redwood Credit Union products and services.
• Open accounts and match member needs to products.
• Determine loan products to meet member needs and collect proper documents.
• Complete loan funding and suggest additional products or services.
• Research member questions and resolve issues with accurate information.
• Safeguard member information and maintain confidentiality.
• Perform branch opening and closing duties and daily transactions.

Skills

Financial products knowledge

Cash handling

Cross-selling

Communication

Team collaboration

Flexible schedule

Education

High school diploma

Job description

Redwood Credit Union is seeking a Full Time Member Relationship Specialist in Sebastopol, CA. The role focuses on delivering exceptional member service, processing new accounts and loan transactions, and cross-selling credit union products.

You will open accounts, gather loan documents, and ensure accurate funding while maintaining confidentiality. The position requires teamwork, rotating Saturdays, and a strong customer-service mindset.