Member Service Associate

Redwood Credit Union; Novato (CA); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Mental health benefits

Employee incentive plan

Salary advancement

401(k) with employer match

PTO & holidays

Birthday off

Auto loan discount

Job summary

Redwood Credit Union in Novato, CA is seeking a Full Time Member Service Associate to perform routine teller work, deliver excellent member service, and contribute to the branch by selling and referring Credit Union products.

As the face of the organization, you will explain products to Members, cross-sell RCU Investment, Insurance, Auto Services and other offerings, balance cash, and process transactions accurately.

Qualifications

• Ability to count and balance cash and perform basic financial transactions.
• Ability to effectively cross-sell products and services using a needs-based approach.
• Ability to learn new products, procedures, and technology.
• Ability to maintain confidentiality of member information.

Responsibilities

• Provide exceptional member service and explain products to meet member needs.
• Cross-sell RCU Investment, Insurance, Auto Services, and related products.
• Complete member transactions accurately and balance cash as required.
• Attend departmental meetings and participate in branch activities.
• Perform branch opening/closing duties and other assigned tasks.

Skills

Cash handling

Cross-selling

Teamwork

Communication

Basic math

Customer service

Product knowledge

Education

High school diploma or equivalent

Job description

Redwood Credit Union is looking for a Full Time Member Service Associate who will be responsible for performing routine teller work, 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, this position serves as 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 exceptional member service to all Members, volunteers, internal employees, and service providers.
• Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.
• Establish basic products and services for Members.
• Provide information to Members’ questions or directs them to the appropriate person or department for assistance.
• Safeguard Member information and ensure confidentiality by following established policy and procedures.

Transactions:

• Complete Members’ transactions accurately and efficiently using established policies and procedures.
• Balance cash, checks, and maintain proper documentation.

Teamwork and Other Functions:

• Attend and contribute to departmental meetings.
• Perform branch opening and closing duties.
• Perform other duties as assigned.
• Complete orders for Credit Union forms and supplies.
• Participate in Credit Union committees.

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 2025"
• 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

• Ability to count and balance cash.
• Ability to effectively cross-sell products and services using a needs-based sales approach.
• Ability to work a rotating schedule which will include working on rotating Saturdays.
• Ability to learn new products, services, procedures, technology and concepts.
• Ability to establish and maintain effective working relationships with a diverse group of people.
• Ability and desire to work in a team environment.
• Ability to communicate effectively both verbally and in writing.
• Knowledge of basic math principles.
• Knowledge of basic financial institution products and services.
• Skilled in the operation of office equipment including personal computers with Internet and intranet access.

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

Compensation: Base starting range $23.00 to $29.00 per hour commensurate with experience. (This position is also eligible for a 15% Geographical Differential)

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.

Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.

We are an Equal Opportunity Employer