Member Relationship Specialist

2 weeks ago


Mill Valley, California, United States Redwood Credit Union Full time
{"title": "Member Relationship Specialist", "description": "Job Summary

Redwood Credit Union is seeking a highly skilled Member Relationship Specialist to join our team. As a key member of our team, you will be responsible for building strong relationships with our members, providing exceptional service, and promoting our products and services.

Key Responsibilities:
  • Provide exceptional service to 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.
  • Determine the appropriate loan product(s) to meet member needs.
  • Obtain information from members to complete loan applications; examine and collect proper loan documents.
  • Complete 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 ensure confidentiality by following established policy and procedures.
Requirements:
  • High school diploma or equivalent required.
  • 18+ months experience in a retail sales/cash handling environment.
  • Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law.
  • Previous financial institution experience preferred but not required.
  • Bilingual English/Spanish speaker desired.
What We Offer:
  • Competitive base salary starting range: $23.00 to $30.00 per hour commensurate with experience.
  • 15% Geographic Differential.
  • Robust benefits package including medical, dental, vision, financial, and other benefits.
  • 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.
About Redwood Credit Union:

Redwood Credit Union is a local financial institution providing unparalleled service since 1950. We are recognized by Newsweek as one of America's Best Credit Unions 2024 and have been voted Best Places to Work in the North Bay 19 years in a row.

", "lang_code": "en-US"}

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