R

Redwood Credit Union

Full-service credit union banking & loans

Member Relationship Specialist - Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Part-timeSanta Rosa, CA, USAIn-person

About the Job

Requirements

  • Knowledge of financial institution products and services, including loans.
  • Knowledge of personal computers with internet/intranet access and office equipment operation.
  • 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 to work in a team environment.
  • Ability to work a rotating schedule that includes rotating Saturdays.
  • Ability to 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.
  • Ability to be a registered and designated Credit Endorsee with the California Department of Insurance.
  • The ideal candidate has education and experience equivalent to a high school diploma and at least 18 months of retail sales and/or cash-handling experience.
  • Ability to stand, bend, stoop, sit, walk, twist, and turn; lift up to 25 pounds; and use a computer keyboard and calculator.

Responsibilities

  • Provide service to members, volunteers, internal employees, and service providers.
  • Cross-sell credit union products and services.
  • Open accounts and match member needs to credit union products and services.
  • Determine appropriate loan products to meet member needs.
  • Obtain member information to complete loan applications; examine and collect loan documents.
  • Complete the 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 maintain confidentiality by following established policies and procedures.
  • Perform file maintenance on all types of accounts.
  • Perform teller transactions accurately and reconcile cash nightly.
  • Conduct audits of credit union documents and files.
  • Answer phones and complete phone requests efficiently.
  • Participate in branch, departmental, and company meetings.
  • Perform branch opening and closing duties.

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

Recently Posted Jobs

Explore more opportunities at Redwood Credit Union

See more jobs