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Redwood Credit Union

Full-service credit union banking & loans

Member Service Center Representative

Customer SupportConfirmed live in the last 24 hours
Part-timeNapa, CA, USAIn-person

About the Job

Requirements

  • Knowledge of modern office methods, practices, and procedures.
  • Skill in operating a personal computer with Internet and Intranet access in a Windows environment.
  • Demonstrated member service skills.
  • Ability to cross-sell products and services to meet member needs.
  • Ability to make mathematical computations.
  • Ability to type 40 words per minute.
  • Ability to communicate effectively verbally and in writing.
  • Ability to establish and maintain effective working relationships with a diverse group of people.
  • Ability to work a rotating schedule that includes Saturdays.
  • Education and experience equivalent to a high school diploma or closely related field, with a minimum of two years of call center, retail, or clerical experience in a customer service environment.
  • Ability to talk on the phone.
  • Ability to stand, bend, stoop, sit, walk, twist, and turn; lift up to 15 pounds; and use a computer keyboard and calculator.

Responsibilities

  • Answer the telephone within established performance and service guidelines.
  • Complete phone transactions accurately and efficiently.
  • Disseminate and provide callers with education about lending, CUSO, and membership information.
  • Take ownership of member problems, complaints, and questions by researching them and responding with thorough, accurate information orally or in writing, or directing members to the appropriate department or person for assistance.
  • Provide basic technical support for online and mobile banking platforms.
  • Deliver member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.
  • Attain individual and departmental goals and objectives established in the Member Service Center performance standards.
  • Cross-sell Credit Union products and services.
  • Maintain professional control of member conversations and follow accurate procedures to work efficiently.
  • Post and balance daily work and maintain proper documentation.
  • Use online manuals and the knowledge repository as resources.
  • Complete assigned departmental and back-office tasks, including typing routine letters and documents.
  • Compile data and complete work related to departmental reports.
  • Maintain files, post records, and make and check routine calculations.
  • Perform all functions in a security-conscious manner.
  • Attend department meetings and contribute information as appropriate.

About the Company

Redwood Credit Union

Full-service credit union banking & loans

Redwood Credit Union is a member-owned financial cooperative serving California’s Northern Bay Area. It offers personal and business banking services including checking and savings accounts, certificates, loans (auto, home), insurance, wealth management, and online/mobile banking. Members deposit funds to open accounts and borrow via loans or lines of credit with advertised rates, while digital tools and support keep accounts accessible. Its goal is to help members save, plan, and manage money while supporting the local communities it serves.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Santa Rosa, CA
Founded
1950

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