Posted 7 days ago
Member Relationship Specialist
Mill Valley, CaliforniaRemoteFull-time
AI Summary
A Full Time Member Relationship Specialist at Redwood Credit Union handles member service, opens accounts, processes loan transactions, and cross-sells credit union products.
About this role
Redwood Credit Union is looking for a Full Time 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.
Key Responsibilities
Sales & Service:
oProvide excellent service to all Members, volunteers, internal employees, and service providers.
oCross-sell RCU and RCUSG products and services.
oOpen accounts and match Member needs to RCU and RCUSG products and services.
oDetermine the appropriate loan product(s) to meet the Member(s) needs.
oObtain information from Member to complete loan application; examine and collect proper loan documents.
oComplete loan-funding process and recommend additional products or services to meet Member needs.
o Research Member questions, problems, and complaints and respond with accurate information.
oSafeguard member information and ensure confidentiality by following established policy and procedures.
Transactions:
o Perform file maintenance on all types of accounts.
o Perform accurate teller transactions and reconcile cash nightly.
Teamwork and Other Functions:
oConduct audits of Credit Union documents and files.
oAnswer phone and efficiently complete phone requests.
oParticipate in branch, departmental, and company meetings.
oPerform branch opening and closing duties.
Join us and discover why you'll love working at Redwood Credit Union!
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, 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.
Why work for Redwood Credit Union?
•25th largest credit union in the U.S. and the largest financial institution based in the North Bay
•Recognized by Newsweek as one of "America's Best Credit Unions 2026"
•Awarded a 5-Star Bauer Rating
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
•Top Corporate Philanthropists (#24) - San Francisco Business Times
•Voted Best Places to Work in the North Bay 20 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.
Minimum Qualifications: Knowledge, Skills and Abilities
Licenses and Certifications
Skills
Cash HandlingCross-sellingInternetLoan ProcessingMicrosoft OfficeNMLSOffice EquipmentSAFE Act
