Member Relationship Specialist

At Redwood Credit Union we are on a journey to reimagine the way we do business, and we can’t do it without you - our next great hire!

Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. As a not-for-profit financial institution, our passion is for helping our Members meet their financial needs, whether it’s through better rates, low or no fees, or expanded services.

That people-first approach holds true for our employees, too. Our work environment is built on service and trust. It's all possible with a leadership team committed to hiring talented people and helping them develop their careers. 

We are looking for a Member Relationship Specialist.  Being a Member Relationship Specialist starts by building relationships that are founded on people, cooperation, service and trust – and it is fundamental in how we distinguish ourselves in the financial services industry. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, employees, and service providers.

• JOB SUMMARY: 
• Performs a variety of member service duties associated with teller, new account, loan transactions and documentation.

• ESSENTIAL FUNCTIONS:
• Sales and Service   40%
• 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.
• May be designated as a membership officer.

• Orders and maintains branch supplies.
• Prepares letters, memos, etc. and maintain files as necessary.
• Participates in Credit Union committees as required.
• May be designated as a Membership Officer.
• Performs other duties as assigned.

• Knowledge, Skills, and Abilities
• Knowledge of financial institution products and services, including loans.
• Thorough knowledge of personal computers with internet/intranet access and office equipment operation.
• Skilled in counting and balancing cash.
• Skilled in the operation of office equipment including personal computers with Internet and intranet access.
• 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 identify errors and make corrections.
• Ability to effectively cross-sell products and services using a needs-based sales approach.
• Ability and desire to work in a team environment.
• Ability to work a rotating schedule which will include working on rotating Saturdays.

• Ability to maintain a valid California driver’s license.
• Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761.

• Ability to stand, bend, stoop, sit, walk, twist and turn.
• Ability to lift up to 25 pounds.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors, majority of the time is spent standing or sitting at a workstation

The ideal candidate:

Has a combination of education and experience equivalent to a high school diploma

18 months experience in a retail sales / cash handling environment.

Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law.

Previous financial institution experience preferred but not required (e.g. Personal Banker, Relationship Banker, Customer Service Representative/Manager, etc.).

Bilingual English/Spanish speaker desired.

We want to hear from you and how you would make a great addition to our superb San Francisco Team! 

Redwood Credit Union offers a robust benefits package to our eligible employees including:

•  Competitive medical, dental, and vision insurance, mental health offerings

•  Employee performance incentive plan

• Salary Advancement– Merit increase based on performance

• 401(k) program with employer match

• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

  RCU Discounts and Perks-

•  RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

•  RCU employees are eligible for a 1% discount on all recreational or boat loan products

• 2% discount off Visas and LOC Loans through RCU

• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.

• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.

• 0% interest on garment, fitness, or home office equipment loan of up to $500

• 100% financing for employee purchased homes!

Why work for Redwood Credit Union?

•   Local financial institution, providing unparalleled service since 1950

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

• Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting

•  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

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

Internal Team Members

If you are a current Team Member, please apply through the internal careers page located in RCUNET.

                                        We are an Equal Opportunity Employer

Salary : $23 - $30