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Member Relations Specialist

2 months ago


Santa Rosa, California, United States Redwood Credit Union Full time
Join Our Team as a Member Relations Specialist

At Redwood Credit Union, we are committed to transforming our business practices, and we need your expertise to help us achieve this goal.

Since our inception, we have dedicated ourselves to assisting individuals in achieving their financial aspirations with a strong emphasis on community support.

As a not-for-profit financial institution, our mission revolves around empowering our Members to fulfill their financial objectives through competitive rates, minimal fees, and enhanced services.

Our people-first philosophy extends to our employees, fostering a work environment rooted in service and trust. This is made possible by a leadership team that prioritizes hiring skilled individuals and nurturing their professional growth.

Role Overview:
As a Member Relations Specialist, your primary responsibility will be to cultivate relationships based on trust, collaboration, and exceptional service, which is essential in distinguishing ourselves within the financial services sector.

In this pivotal role, you will:

  • Deliver outstanding service to all Members, volunteers, internal staff, and service partners.
  • Communicate product offerings and services to Members to align with their needs.
  • Promote RCU products, including Investment Services, Insurance Services, and Auto Services.
  • Assist Members in establishing basic financial products and services.
  • Address Member inquiries or direct them to the appropriate department for further assistance.
  • Ensure the confidentiality of Member information by adhering to established policies and procedures.
  • Process Member transactions accurately and efficiently in accordance with company guidelines.
  • Maintain accurate records of cash and checks, ensuring proper documentation.

Ideal Candidate Profile:
The successful candidate will possess:

  • A combination of education and experience equivalent to a high school diploma.
  • At least 6 months of experience in a retail sales or cash handling environment.
  • Strong multitasking abilities and a collaborative spirit, thriving in a team-oriented setting.
  • A commitment to ethical practices and delivering exceptional service.

Compensation and Benefits:
The starting pay range for this position is $22.00 to $26.00 per hour, commensurate with experience. Our compensation package is designed to reflect the responsibilities of the role, along with the candidate's experience, education, and key skills.

We offer a comprehensive benefits package that includes:

  • Competitive medical, dental, and vision insurance, along with mental health resources.
  • Employee performance incentive programs.
  • Opportunities for salary advancement based on performance.
  • A 401(k) plan with employer matching.
  • Generous paid time off, including 11 company holidays and your birthday off.

Employee Discounts and Perks:
As an employee of RCU, you will enjoy various discounts and benefits, including:

  • A 0.75% discount on standard collateral auto loans.
  • A 1% discount on recreational or boat loan products.
  • A 2% discount on Visa and LOC Loans.
  • 0% interest loans for immigration-related expenses.
  • 100% financing options for employee home purchases.

Why Choose Redwood Credit Union?
We are a local financial institution recognized for our exceptional service since our founding. Our accolades include:

  • Ranked among the Top 5 Healthiest Credit Unions in the USA.
  • Voted as one of the Best Places to Work in the North Bay for 18 consecutive years.
  • Outstanding employee engagement scores.
  • Superior service ratings from over 90% of our Members.

We look forward to welcoming a new Member Relations Specialist to our dedicated team.