Investment Representative (Bilingual Preferred)
Redwood Credit Union, Napa, CA, United States
Redwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, “house” accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products.
Key Responsibilities
Identify and evaluate Member and team member needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement
Proactively market and support all aspects assigned
Identify and develop relationships with Wholesalers
Identify and develop relationships with assigned departments and/or teams
Keep current on investment products and services offered
Identify and refer Members requiring in-person or more complex services to the appropriate Advisors
Follow through on the service and sales goals set forth by the Investment Program
Provide regular feedback to the branch team members, identified credit union executives and sales managers regarding sales practices and business development initiatives
Provide excellent Member service
Periodically virtually meet with Members and/or clients to review and update needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative
Ensure inbound phone calls, orders/transactions, and service that requires licensing is completed
Provide basic financial planning for Members virtually, as needed
Address and solve business-related challenges as needed
Work with Managers to identify and leverage cross-sell opportunities
Support investment and credit union integration initiatives, e.g., deposit calling efforts, call nights, branch training, etc
Support all product and campaign launches
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?
27th largest credit union in the U.S. and the largest financial institution based in the North Bay
Awarded a 5‑Star Rating based on 6/30/24 financial data by Bauer Financial
Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
Recognized by Newsweek as one of "America's Best Credit Unions 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
Must possess basic investment knowledge
Ability to follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer
Exceptional service and sales skills, ability to independently utilize judgment, and make sound business decisions
Ability to effectively communicate verbally and in writing, with strong presentation skills utilizing video and phone
Ability to critically think, analyze situations, and solve problems
Ability to distinguish and manage confidential information, materials, and conversations
Ability to establish and maintain effective working relationships in a diverse environment
Ability to operate a personal computer and software including word processing, email, and intra/internet
Licenses and Certifications
FINRA Series 7 and Series 63 required. Ability to obtain a Series 66 or 65
State Life and Health Insurances licenses required
The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree, plus a minimum of one year’s financial industry experience. Previous experience working in credit union or community bank preferred.
Compensation: Base starting range: $39.00 to $52.00 hourly commensurate with experience.
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:
RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
RCU employees are eligible for a 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 such as visa application fees and relocation costs. Loan amount up to $1,000
0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000
0% interest on garment, fitness, or home office equipment loan of up to $500
100% financing for employee purchased homes!
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 sitting at a desk
Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
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
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at careers@redwoodcu.org.
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Key Responsibilities
Identify and evaluate Member and team member needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement
Proactively market and support all aspects assigned
Identify and develop relationships with Wholesalers
Identify and develop relationships with assigned departments and/or teams
Keep current on investment products and services offered
Identify and refer Members requiring in-person or more complex services to the appropriate Advisors
Follow through on the service and sales goals set forth by the Investment Program
Provide regular feedback to the branch team members, identified credit union executives and sales managers regarding sales practices and business development initiatives
Provide excellent Member service
Periodically virtually meet with Members and/or clients to review and update needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative
Ensure inbound phone calls, orders/transactions, and service that requires licensing is completed
Provide basic financial planning for Members virtually, as needed
Address and solve business-related challenges as needed
Work with Managers to identify and leverage cross-sell opportunities
Support investment and credit union integration initiatives, e.g., deposit calling efforts, call nights, branch training, etc
Support all product and campaign launches
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?
27th largest credit union in the U.S. and the largest financial institution based in the North Bay
Awarded a 5‑Star Rating based on 6/30/24 financial data by Bauer Financial
Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
Recognized by Newsweek as one of "America's Best Credit Unions 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
Must possess basic investment knowledge
Ability to follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer
Exceptional service and sales skills, ability to independently utilize judgment, and make sound business decisions
Ability to effectively communicate verbally and in writing, with strong presentation skills utilizing video and phone
Ability to critically think, analyze situations, and solve problems
Ability to distinguish and manage confidential information, materials, and conversations
Ability to establish and maintain effective working relationships in a diverse environment
Ability to operate a personal computer and software including word processing, email, and intra/internet
Licenses and Certifications
FINRA Series 7 and Series 63 required. Ability to obtain a Series 66 or 65
State Life and Health Insurances licenses required
The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree, plus a minimum of one year’s financial industry experience. Previous experience working in credit union or community bank preferred.
Compensation: Base starting range: $39.00 to $52.00 hourly commensurate with experience.
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:
RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
RCU employees are eligible for a 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 such as visa application fees and relocation costs. Loan amount up to $1,000
0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000
0% interest on garment, fitness, or home office equipment loan of up to $500
100% financing for employee purchased homes!
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 sitting at a desk
Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
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
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at careers@redwoodcu.org.
#J-18808-Ljbffr