Member Success & Lending Advisor

Redwoodcu; Rohnert Park (CA); On-site; USD 33,000 - 43,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with employer match

Paid time off & holidays incl. your生日

Job summary

Redwood Credit Union is seeking a customer-focused professional in California to provide exceptional service to Members and to cross-sell RCU products. You will open accounts, guide members through loan options, gather documentation, and complete funding with accuracy and confidentiality.

You will perform teller transactions, balance cash, and maintain records while working in a team environment. The role requires a rotating schedule including Saturdays and compliance with licensing requirements.

Qualifications

• 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.

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

Skills

Financial products knowledge

Cash handling

Cross-sell skills

Communication skills

Team player

Retail banking

Regulatory compliance

Education

High School Diploma

Tools

Office equipment

PC / Internet

Job description

Redwood Credit Union is seeking a customer-focused professional in California to provide exceptional service to Members and to cross-sell RCU products. You will open accounts, guide members through loan options, gather documentation, and complete funding with accuracy and confidentiality.

You will perform teller transactions, balance cash, and maintain records while working in a team environment. The role requires a rotating schedule including Saturdays and compliance with licensing requirements.