Member Service Pro: Cash, Service & Sales

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Redwood Credit Union is seeking a Full Time Member Service Associate to deliver excellent member service, handle routine teller tasks, and confidently cross-sell Credit Union products. You will be the face of the branch, serving Members, volunteers, and colleagues with confidentiality and integrity.

This role requires basic math, strong communication, and a proactive approach to service. You’ll balance cash, process transactions, and support branch operations on a rotating schedule while

Qualifications

• Ability to count and balance cash.
• Ability to effectively cross-sell products and services using a needs-based approach.
• Ability to work a rotating schedule including rotating Saturdays.
• Ability to learn new products, services, procedures, and concepts.
• Ability to communicate effectively 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 and cross-sell RCU offerings.
• Establish basic products and services for Members.
• Balance cash, perform transactions accurately, and maintain documentation.
• Attend departmental meetings and support branch operations including opening/closing duties.

Skills

Cross-sell products

Cash handling

Customer service

Communication

Basic math

Team player

Adaptability

Education

High school diploma or equivalent

Tools

Office equipment

PC/computer

Job description

Redwood Credit Union is seeking a Full Time Member Service Associate to deliver excellent member service, handle routine teller tasks, and confidently cross-sell Credit Union products. You will be the face of the branch, serving Members, volunteers, and colleagues with confidentiality and integrity.

This role requires basic math, strong communication, and a proactive approach to service. You’ll balance cash, process transactions, and support branch operations on a rotating schedule while