Senior Member Relationship Leader

Redwood-Credit-Union; Point Arena (CA); On-site; USD 37,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer match

Paid time off and holidays

Employee performance incentive plan

Job summary

Redwood Credit Union is seeking a Full Time Senior Member Relationship Specialist to provide top-tier member service, drive sales, and support branch operations in a dynamic financial environment. You will open accounts, handle loan applications, and guide members to appropriate products while mentoring junior staff.

The role emphasizes cross-selling, audits, staff leadership, and ensuring a high standard of service to members and the community.

Qualifications

• Thorough knowledge of financial institution products and services, including loans.
• Thorough knowledge of branch operations policies and procedures.
• Skilled in the operation of 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.
• Ability to act independently in the absence of branch management.
• Ability to make sound business decisions, using the principles of our Vision, Mission and Values.
• Ability to act as a team lead.
• Ability to coach and train others.
• Ability to act as a sales coach.
• Ability to work a rotating schedule which will include working on rotating Saturdays

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.
• Coordinate and review work of others as needed.
• Provide feedback to branch management on the performance of Member Service Associate, Member Relationship Specialist and Senior Member Relationship Specialist staff.
• Conduct branch staff training.

Skills

Customer service

Sales skills

Banking products knowledge

Cash handling

Team leadership

Communication

Problem solving

Education

High school diploma

Tools

Cash handling equipment

Job description

Redwood Credit Union is seeking a Full Time Senior Member Relationship Specialist to provide top-tier member service, drive sales, and support branch operations in a dynamic financial environment. You will open accounts, handle loan applications, and guide members to appropriate products while mentoring junior staff.

The role emphasizes cross-selling, audits, staff leadership, and ensuring a high standard of service to members and the community.