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Member Relationship Specialist at Redwood Credit Union | Point Arena, CA

Redwood Credit UnionPoint Arena, California
On-site Full-time

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Experience Level

Experience

Qualifications

Qualifications include strong interpersonal and communication skills, a commitment to excellent customer service, and an ability to work collaboratively within a team environment. Experience in banking or financial services is preferred, along with proficiency in handling cash transactions and managing member accounts. A passion for helping individuals achieve their financial goals is essential.

About the job

Redwood Credit Union is seeking a full-time Member Relationship Specialist for its Point Arena, California branch. This position centers on delivering attentive service to members, supporting a range of account and loan needs, and acting as a representative of the Credit Union in daily interactions.

What you will do

  • Provide accurate, friendly service to members, volunteers, staff, and service providers.
  • Open new accounts and help match members with the right Credit Union products.
  • Cross-sell products and services from Redwood Credit Union and Redwood Community United Services Group.
  • Assess member needs, recommend and process loan products, gather necessary documentation, and complete loan funding.
  • Suggest additional services that may benefit members.
  • Investigate and resolve member inquiries, issues, and complaints while maintaining confidentiality and protecting personal information.
  • Maintain files for different account types and audit documents as needed.
  • Perform teller transactions accurately and reconcile cash at the end of each day.
  • Answer phone inquiries efficiently.
  • Participate in branch, department, and company meetings.
  • Assist with branch opening and closing procedures.

Location

This role is based in Point Arena, California.

About Redwood Credit Union

Redwood Credit Union values team members who are dedicated to excellent service and enjoy supporting their local community. The organization aims to create a rewarding workplace for its staff.

About Redwood Credit Union

Redwood Credit Union has been dedicated to serving the financial needs of our members and communities since 1950. Our mission is to enhance the financial well-being of our members through competitive rates, low or no fees, and unparalleled customer service. We strive to inspire hope and improve financial health, one member at a time.

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