Member Relationship Specialist

About the role

Redwood Credit Union is seeking a Full Time Member Relationship Specialist to join our team. This role involves providing excellent member service, cross-selling credit union and RCUSG products, and performing various transactional duties.

Responsibilities

• Sales & Service: Provide excellent service to all Members, volunteers, internal employees, and service providers.
• 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.
• Accurately perform teller transactions and reconcile cash nightly.
• Cover 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.

Qualifications

• 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.
• Effective verbal and written communication skills.
• 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 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.

Benefits

• Competitive medical, dental, and vision insurance, mental health offerings.
• Employee performance incentive plan.
• 401(k) program with employer match.
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
• RRCU Discounts And Perks

Pay

Base starting range $24.00 to $31.00 per hour commensurate with experience. (This position is also eligible for a 15% Geographical Differential)

Schedule

Rotating schedule which may include working on rotating Saturdays.