Senior Member Relations & Loans Specialist

Redwood Credit Union; Santa Rosa (CA); On-site; USD 52,000 - 70,000; Full time

Job summary

Redwood Credit Union in Santa Rosa, CA seeks a Member Relationship Specialist to deliver outstanding service, open accounts, and match member needs with RCU products. You will drive sales, cross-sell services, and process loan applications with accuracy and care.

This role emphasizes teamwork, precise cash handling, and adherence to branch policies, including audits, scheduling, and supporting sales reporting. A customer-focused mindset is essential.

Qualifications

• Thorough knowledge of financial institution products and services, including loans.
• Thorough knowledge of branch operations policies and procedures.
• Skilled in operating office equipment including personal computers with Internet and intranet access.
• Skilled in counting and balancing cash.
• Ability to identify errors and make corrections.
• Ability and desire to work in a team environment.
• 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 effectively cross-sell products and services using a needs-based sales approach.
• Ability to analyze situations and recommend solutions.

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.
• Research Member problems and respond verbally and/or in writing or direct them to the appropriate person, or department.
• 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(s) needs.
• Balance vault and CDMs.
• Order, receive, and prepare cash shipments.
• May conduct weekly, monthly and quarterly branch audits.
• Assist in branch staff scheduling.
• Oversee branch operations and staff in the absence of branch management.
• Act as a team lead for Member Relationship Specialist and Senior Member Relationship Specialist staff.
• Conduct audits of Credit Union documents and files.
• Perform branch opening and closing duties.
• Assist the Branch Experience Manager and/or Branch Service Manager with the preparation of sales reports.

Skills

Cross-sell products

Customer service

Communication skills

Teamwork

Cash handling

Problem-solving

Job description

Redwood Credit Union in Santa Rosa, CA seeks a Member Relationship Specialist to deliver outstanding service, open accounts, and match member needs with RCU products. You will drive sales, cross-sell services, and process loan applications with accuracy and care.

This role emphasizes teamwork, precise cash handling, and adherence to branch policies, including audits, scheduling, and supporting sales reporting. A customer-focused mindset is essential.