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Senior Member Relationship Specialist

2 months ago


San Anselmo, California, United States Redwood Credit Union Full time
About the Role

We are seeking a highly skilled Senior Member Relationship Specialist to join our team at Redwood Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, volunteers, internal employees, and service providers.

Key Responsibilities
  • 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.
Requirements
  • A combination of education and experience equivalent to a high school diploma.
  • 2 years experience in a retail sales / cash handling environment.
What We Offer

We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. 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. Compensation: Base starting range: $25.00 to $32.00 per hour commensurate with experience.

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".