Member Relationship Specialist (Banker)
Redwood Credit Union, Point Arena, CA, United States
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 shall provide excellent member service while contributing to branch success through the sale and referral of Credit Union products. As the face of the organization, the role serves a critical function by delivering exceptional service to all credit union and community members, volunteers, team members, and service providers.
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 Member(s) needs.
Obtain information from Members to complete loan application and 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.
Proficiency in using personal computers with internet/intranet access and office equipment.
Skill in counting and balancing cash.
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, including working rotating Saturdays.
Licenses and Certifications
Obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with federal law, including the SAFE Act and NCUA Part 761.
Be registered and designated as a Credit Endorsee with the California Department of Insurance.
Compensation Base salary starting range $24.00 to $31.00 per hour, commensurate with experience. Additional benefits include medical, dental, vision, financial, and other benefits as part of the total rewards package.
Benefits
Competitive medical, dental, and vision insurance and mental health offerings.
Employee performance incentive plan and salary advancement based on performance.
401(k) program with employer match.
Competitive PTO accrual and 11 paid company holidays.
Employee discounts on auto loans, recreational or boat loan products, Visa and LOC loans, and specific loan programs for immigration or naturalization expenses.
Zero‑interest loans for immigration-related and naturalization expenses up to $1,000 and $15,000 respectively, zero‑interest loan for garment, fitness, or home office equipment up to $500, and 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 time spent standing or sitting at a workstation.
Redwood Credit Union is 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 Member(s) needs.
Obtain information from Members to complete loan application and 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.
Proficiency in using personal computers with internet/intranet access and office equipment.
Skill in counting and balancing cash.
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, including working rotating Saturdays.
Licenses and Certifications
Obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with federal law, including the SAFE Act and NCUA Part 761.
Be registered and designated as a Credit Endorsee with the California Department of Insurance.
Compensation Base salary starting range $24.00 to $31.00 per hour, commensurate with experience. Additional benefits include medical, dental, vision, financial, and other benefits as part of the total rewards package.
Benefits
Competitive medical, dental, and vision insurance and mental health offerings.
Employee performance incentive plan and salary advancement based on performance.
401(k) program with employer match.
Competitive PTO accrual and 11 paid company holidays.
Employee discounts on auto loans, recreational or boat loan products, Visa and LOC loans, and specific loan programs for immigration or naturalization expenses.
Zero‑interest loans for immigration-related and naturalization expenses up to $1,000 and $15,000 respectively, zero‑interest loan for garment, fitness, or home office equipment up to $500, and 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 time spent standing or sitting at a workstation.
Redwood Credit Union is an Equal Opportunity Employer.
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