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Redwood Credit Union

Posted 1 month ago

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Senior Member Relationship Specialist

Santa RosaOn-siteFull-time

AI Summary

Performs operational and member service duties at a credit union branch, including selling and referring financial products, opening accounts, processing loans, balancing vaults, conducting audits, and supervising staff in the absence of branch management.

About this role

Redwood Credit Union is seeking a Full Time Senior Member Relationship Specialist, who will be responsible for performing operational duties, 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.
oResearch Member problems and respond verbally and/or in writing or direct them to the appropriate person, or department.
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(s) needs.
Operations Management:
o Balance vault and CDMs.
o Order, receive, and prepare cash shipments.
o May conduct weekly, monthly and quarterly branch audits.
o Assist in branch staff scheduling.
o Oversee branch operations and staff in the absence of branch management.
o Act as a team lead for Member Relationship Specialist and Senior Member Relationship Specialist staff.
o Conduct audits of Credit Union documents and files.
o Perform branch opening and closing duties.
o Assist the Branch Experience Manager and/or Branch Service Manager with the preparation of sales reports.
Teamwork:
oCoordinate and review work of others as needed.
o Provide feedback to branch management on the performance of Member Service Associate, Member Relationship Specialist and Senior Member Relationship Specialist staff.
o Conduct branch staff training.
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 2026"
•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 Qualification: Knowledge, Skills and Abilities

  • Thorough knowledge of financial institution products and services, including loans.
  • Thorough knowledge of branch operations policies and procedures.
  • Skilled in the operation of office equipment including personal computers with Internet and intranet access.
  • Skilled in counting and balancing cash.
  • Ability to identify errors and make corrections.
  • Ability and desire to work in a team environment.
  • Ability to communicate effectively both verbally and in writing.
  • Ability to establish and maintain effective working relationships with a diverse group ofpeople.
  • Ability to effectively cross-sell products and services using a needs-based sales approach.
  • Ability to analyze situations and recommend solutions.
  • Ability to act independently in the absence of branch management.
  • Ability to make sound business decisions, using the principles of our Vision, Mission and Values.
  • Ability to act as a team lead.
  • Ability to coach and train others.
  • Ability to act as a sales coach.
  • Ability to work a rotating schedule which will include working on rotating Saturdays

    • Licenses and Certifications

  • 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.
  • Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.

    • Skills

    Branch AuditsBranch Opening And Closing DutiesBranch Operations Policies And ProceduresCalifornia Department Of Insurance Credit EndorseeCash Counting And BalancingCash Shipment Ordering And ReceivingFinancial Institution Products And ServicesInternetIntranet AccessLoansNational Mortgage Licensing System And RegistryNCUA Part 761Needs-based Sales ApproachOffice EquipmentPersonal ComputersSAFE ActSales CoachingVault And CDM Balancing

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