Member Relationship Specialist (Bilingual Preferred)

Redwood Credit Union is looking for a Part Time Member Relationship Specialist who will serve as the face of the organization, providing exceptional service to members, volunteers, team members, and service providers while contributing to branch success through sales and referrals of Credit Union products.

About Redwood Credit Union (rcu)

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, reflected in how we serve our Members and treat our employees. Our leadership team fosters a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and financial well-being for all.

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.
• Determine the appropriate loan product(s) to meet Member needs.
• Obtain information from Members to complete loan applications; 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.

Requirements

• 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.
• 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 includes working on rotating Saturdays.
• Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with Federal Law, including the SAFE ACT and NCUA part 761.
• Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.
• Combination of education and experience equivalent to a high school diploma, and at least 18 months experience in retail sales and/or cash handling.

Skills

• Operation of office equipment including personal computers with Internet and intranet access.

Benefits

• Competitive medical, dental, and vision insurance, including mental health offerings.
• Employee performance incentive plan.
• Salary advancement – merit increase based on performance.
• 401(k) program with employer match.
• Competitive PTO accrual plus 11 paid company holidays and your birthday off.
• RCU Discounts and Perks:
  • 0.75% discount off RCU standard collateral auto loans.
  • 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 (e.g., visa application fees, relocation costs) up to $1,000.
  • 0% interest loan to support employees with expenses associated with the naturalization process up to $15,000.
  • 0% interest on garment, fitness, or home office equipment loan of up to $500.
  • 100% financing for employee-purchased homes.

Pay

Base starting range $24.00 to $31.00 per hour, commensurate with experience. The 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.

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.