Hybrid Floater Member Relationship Specialist (bilingual preferred) presso Redwood credit union

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. 

 

•   32nd largest credit union in the U.S. and the largest financial institution based in the North Bay

•   Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial

• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"

•   Recognized by Newsweek as one of "America's Best Credit Unions 2024"

•   Recognized by Forbes as one of “America’s Best Small Employers 2023" 

•   Voted Best Places to Work in the North Bay 19 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.                                                                                                                                                                                                                                          

Redwood Credit Union is looking for a Floater Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and 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, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.

• 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.