Member Relationship Specialist

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

Benefits offered by this job

Medical benefits

401(k) plan

Paid holidays

Birthday off

Job summary

Redwood Credit Union is seeking a Full Time Member Relationship Specialist who will handle member services for new accounts and loan transactions, while delivering exceptional service and referring Credit Union products. You will contribute to branch success by selling and cross-selling products, maintaining confidentiality, and collaborating with teammates.

The ideal candidate will have knowledge of financial products, cash handling experience, and strong communication skills.

Qualifications

• Knowledge of financial products and services, including loans.
• Experience handling cash and balancing cash accurately.
• Ability to cross-sell products using a needs-based approach.
• Willingness to work rotating Saturdays.
• Registration requirements: NMLS, California Insurance designation.

Responsibilities

• Provide excellent member service for new accounts, loans, and documentation.
• Cross-sell Redwood Credit Union and RCUSG products and services.
• Open accounts and match member needs to products and services.
• Perform teller transactions and reconcile cash nightly.
• Conduct audits of documents/files and participate in meetings.

Skills

Cash handling

Cross-selling

Customer service

Communication

Team player

Sales orientation

Interpersonal skills

Education

High school diploma

Tools

Office equipment

Job description

Redwood Credit Union is looking for a Full Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.

Key Responsibilities

Sales & Service:

• oProvide excellent service to all Members, volunteers, internal employees, and service providers.
• oCross-sell RCU and RCUSG products and services.
• oOpen accounts and match Member needs to RCU and RCUSG products and services.
• oDetermine the appropriate loan product(s) to meet the Member(s) needs.
• oObtain information from Member to complete loan application; examine and collect proper loan documents.
• oComplete loan-funding process and recommend additional products or services to meet Member needs.
• o Research Member questions, problems, and complaints and respond with accurate information.
• oSafeguard member information and ensure confidentiality by following established policy and procedures.

Transactions:

• o Perform file maintenance on all types of accounts.
• o Perform accurate teller transactions and reconcile cash nightly.

Teamwork and Other Functions:

• oConduct audits of Credit Union documents and files.
• oAnswer phone and efficiently complete phone requests.
• oParticipate in branch, departmental, and company meetings.
• oPerform branch opening and closing duties.

Join us and discover why you'll love working at Redwood Credit Union!

ABOUT REDWOOD CREDIT UNION (RCU):

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.

Why work for Redwood Credit Union?

• 25th largest credit union in the U.S. and the largest financial institution based in the North Bay
• Recognized by Newsweek as one of "America's Best Credit Unions 2026"
• Awarded a 5-Star Bauer Rating
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay20 years in a row
• World-class Employee Engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Industry leading Net Promoter Scores across the U.S.

Minimum Qualifications: Knowledge, Skills and Abilities

• 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 personal computers with Internet and 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.

Licenses and Certifications

• Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761.
• Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.

The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least 18 months experience in retail sales and/or cash handling experience.

Compensation: Base starting range $24.00 to $31.00 per hour commensurate with experience.

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Redwood Credit Union offers a robust benefits package to our eligible employees including:

• Competitive medical, dental, and vision insurance, mental health offerings
• Employee performance incentive plan
• Salary Advancement– Merit increase based on performance
• 401(k) program with employer match
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU Discounts and Perks:

• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!

Physical Requirements:

• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to lift up to 25 pounds.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors, majority of the time is spent standing or sitting at a workstation.

Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.

We are an Equal Opportunity Employer