Member Relationship Specialist (Banker)
Redwood Credit Union, San Anselmo, CA, United States
Redwood Credit Union is seeking a Part Time Member Relationship Specialist to provide member service duties including new accounts, loan transactions, and documentation, while also contributing to branch success through sales of credit union products.
Key Responsibilities 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
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
We are an Equal Opportunity Employer.
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Key Responsibilities 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
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
We are an Equal Opportunity Employer.
#J-18808-Ljbffr