Member Relationship Specialist (Bilingual Preferred)

Redwoodcu; Santa Rosa (CA); On-site; USD 33,062 - 42,705; Part time

Benefits offered by this job

Medical, dental, vision insurance

401(k) program with employer match

Paid holidays

Birthday off

Employee performance incentive plan

Job summary

Redwood Credit Union is seeking a Part Time Member Relationship Specialist to deliver exceptional member service, assist with new accounts and loans, and promote RCUs' products. The role involves cross-selling, opening accounts, and guiding members through loan applications.

You will operate in a branch setting with a rotating Saturday schedule, working to meet member needs and maintain confidentiality of information. A high school diploma and retail/cash handling experience are preferred.

Qualifications

• High school diploma or equivalent; 18+ months in retail sales and/or cash handling.
• Ability to cross-sell using a needs-based approach.
• Ability to obtain and maintain National Mortgage Licensing System (NMLS) registration.
• Ability to be registered as a Credit Endorsee with the California Department of Insurance.
• Effective written and verbal communication; ability to work with diverse people.

Responsibilities

• Provide excellent service to members, volunteers, staff, and providers.
• Cross-sell RCU and RCUSG products and services.
• Open accounts and match member needs to products and services.
• Determine appropriate loan products for member needs.
• Obtain loan information and documents; complete loan applications.

Skills

Communication

Cash handling

PC literacy

Cross-sell

Teamwork

Customer service

Retail sales

Education

High school diploma

Tools

Office equipment operation

MS Office / PC skills

Job description

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, documentation, and providing excellent member service, and contributing to the success of the branch by selling and referring Credit Union products.

Key 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 appropriate loan product(s) to meet 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.

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.

Qualifications

• 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.
• 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. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Benefits

• 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.

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.