Redwood Credit Union Petaluma , CA 94999
Posted 4 weeks ago
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.
Being a Senior 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.
Furthermore, our service philosophy is people helping people through a consultative approach, ensuring our Members get the most value from products and services that make a profound and positive impact towards fulfilling our mission: "To passionately serve the best interest of our Members, employees, and communities."
As a Senior Member Relationship Specialist, you will be responsible for a variety of tasks:
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.
Safeguard Member information and ensure confidentiality by following established policy and procedures.
Provide sales and service leadership to Member Service Associate, Member Relationship Specialist and Senior Member Relationship Specialist staff.
Conduct sales huddles.
Conduct sales meetings with the assistance of branch management.
Physical Requirements
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.
2 years' experience in a retail sales / cash handling environment.
Compensation: Base starting range: $25.00 to $33.00 per hour commensurate with experience. Additional $1 per hour Bilingual Differential.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
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-
Why work for Redwood Credit Union?
Local financial institution, providing unparalleled service since 1950
Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting
Voted Best Places to Work in the North Bay 18 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
Redwood Credit Union