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Senior Member Relationship Specialist

4 months ago

San Francisco, United States Redwood Credit Union Full time

At Redwood Credit Union we are on a journey to reimagine the way we do business, and we can't do it without you - our next great hire

Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. As a not-for-profit financial institution, our passion is for helping our Members meet their financial needs, whether it's through better rates, low or no fees, or expanded services.

That people-first approach holds true for our employees, too. Our work environment is built on service and trust. It's all possible with a leadership team committed to hiring talented people and helping them develop their careers.

Being a Senior Member Relationship Specialist starts by building relationships that are founded on people, cooperation, service and trust - and it is fundamental in how we distinguish ourselves in the financial services industry. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, employees, and service providers.

Furthermore, our service philosophy is people helping people through a consultative approach, ensuring our Members get the most value from products and services that make a profound and positive impact towards fulfilling our mission: "To passionately serve the best interest of our Members, employees, and communities."

As a Senior Member Relationship Specialist, you will be responsible for a variety of tasks:

    • 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.
    • Research Member problems and respond verbally and/or in writing or direct them to the appropriate person, or department.
    • 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(s) needs.
    • Safeguard Member information and ensure confidentiality by following established policy and procedures.
    • Provide sales and service leadership to Member Service Associate, Member Relationship Specialist and Senior Member Relationship Specialist staff.
    • Conduct sales huddles.
    • Conduct sales meetings with the assistance of branch management.
Physical Requirements
    • Ability to stand, bend, stoop, sit, walk, twist and turn.
    • Ability to lift up to 30 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.


The ideal candidate has a combination of education and experience equivalent to a high school diploma.

2 years' experience in a retail sales / cash handling environment.

Compensation: Base starting range: $25.00 to $33.00 per hour commensurate with experience. This position qualifies for a 25% San Francisco differential.

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Redwood Credit Union offers a robust benefits package to our eligible employees including:

• 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

RCU Discounts and Perks-

- RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

- RCU employees are eligible for a 1% discount on all recreational or boat loan products

- 2% discount off Visas and LOC Loans through RCU

- 0% interest on garment, fitness, or home office equipment loan of up to $500

- 100% financing for employee purchased homes

Why work for Redwood Credit Union?

• Local financial institution, providing unparalleled service since 1950

• Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting

• Voted Best Places to Work in the North Bay 18 years in a row

• World-class employee engagement scores

• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate

• Recognized by Forbes as one of "America's Best Small Employers 2023"

Internal Team Members

If you are a current Team Member, please apply through the internal careers page located in RCUNET.

We are an Equal Opportunity Employer