Senior Member Relationship Specialist

3 weeks ago


Petaluma, United States Redwood Credit Union Full time
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.


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. Additional $1 per hour Bilingual 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.
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