Member Relationship Specialist (Banker)
Redwood Credit Union, San Anselmo, CA, United States
Key Responsibilities
As a Part Time Member Relationship Specialist, you will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provide excellent member service, and contribute to the success of the branch by selling and referring Credit Union products.
Sales & Service
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 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.
Transactions
Perform file maintenance on all types of accounts.
Perform accurate teller transactions and reconcile cash nightly.
Teamwork and Other Functions
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.
Minimum 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.
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 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.
Compensation Base starting range $24.00 to $31.00 per hour commensurate with experience. (This position is also eligible for a 15% Geographical Differential)
Benefits
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 0.75% 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 standing or sitting at a workstation.
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
We are an Equal Opportunity Employer
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Sales & Service
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 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.
Transactions
Perform file maintenance on all types of accounts.
Perform accurate teller transactions and reconcile cash nightly.
Teamwork and Other Functions
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.
Minimum 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.
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 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.
Compensation Base starting range $24.00 to $31.00 per hour commensurate with experience. (This position is also eligible for a 15% Geographical Differential)
Benefits
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 0.75% 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 standing or sitting at a workstation.
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
We are an Equal Opportunity Employer
#J-18808-Ljbffr