Member Service Associate

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

Benefits offered by this job

Competitive benefits package

Employee performance incentive plan

Salary advancement-merit increases

401(k) with employer match

Paid time off and holidays

Job summary

Redwood Credit Union is seeking a Full Time Member Service Associate in Novato, CA. The role focuses on providing exceptional member service, handling teller transactions, and cross-selling products to meet member needs.

You will be the face of the organization, balancing cash and processing transactions while upholding confidentiality and policy standards. The position offers a comprehensive benefits package and future growth opportunities within the credit union.

Qualifications

• Ability to cross-sell products and services using a needs-based sales approach.
• Ability to count and balance cash.
• 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 to communicate effectively both verbally and in writing.

Responsibilities

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

Skills

Excellent customer service

Cross-selling

Cash handling

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 "America's Best Credit Unions 2026"
• Awarded a 5-Star Bauer Rating
• Recognized by Newsweek as "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

• 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.

We are an Equal Opportunity Employer