Member Relationship Specialist

Tech Sales Jobs; Santa Rosa (CA); On-site; USD 25,000 - 39,000; Part time

Job summary

Redwood Credit Union is looking for a Part-Time Member Relationship Specialist (Banker) at Branch 18 - North Dutton in Santa Rosa, California. Onsite and customer-focused, you’ll open accounts, process loans, and provide exceptional member service to the community.

You will cross-sell products, handle teller-like transactions, maintain confidentiality, and support branch operations. Join us to help members achieve financial well-being and contribute to a community-focused credit union.

Qualifications

• Experience delivering member service in a financial institution.
• Ability to open accounts and process loan documentation.
• Strong attention to confidentiality and accuracy.

Responsibilities

• Provide excellent service to Members, volunteers, internal employees, and service providers.
• Cross-sell Redwood Credit Union products and services.
• Open accounts and match Member needs to products and services.
• Determine appropriate loan products to meet Member needs.
• Obtain information to complete loan applications and collect documents.
• Complete loan funding and recommend additional products.
• Research Member questions and respond accurately.
• Safeguard member information and follow procedures.
• Perform file maintenance on accounts and reconcile cash nightly.
• Conduct audits of documents and files; answer phone requests.
• Participate in branch meetings and perform opening/closing duties.

Skills

Customer service

Sales

Job description

Member Relationship Specialist (Banker)

Team: Branch 18 - North Dutton

Location: Santa Rosa, California

Commitment: Part-Time

Workplace Type: onsite

Redwood Credit Union is looking for a Part 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:

• 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.

Transactions:

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

Teamwork and Other Functions:

• 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.

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?

• 21st largest credit union in the U.S. and the largest financial institution based in the North Bay
• Recognized by Newsweek as one of \