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Redwood Credit Union · 1 month ago

Member Relationship Specialist (Banker)

San Rafael, California

Part-time

Onsite

Entry Level

$23/hr - $31/hr

1+ years exp

Redwood Credit Union is looking for a Part Time Member Relationship Specialist who will be responsible for a variety of member service duties associated with new accounts, loan transactions, and documentation. The role involves providing exceptional service to all credit union members and contributing to the branch's success by selling and referring Credit Union products.

Finance

Growth Opportunities

No H1B

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

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 needs

Research Member questions, problems, and complaints and respond with accurate information

Safeguard member information and ensure confidentiality by following established policy and procedures

Perform file maintenance on all types of accounts

Perform accurate teller transactions and reconcile cash nightly

Conduct audits of Credit Union documents and files

Answer phone and efficiently complete phone requests

Participate in branch, departmental, and company meetings

Perform branch opening and closing duties

Qualification

Financial institution productsCash handlingNeeds-based salesEffective communicationError identificationOffice equipment operationTeamwork

Required

Knowledge of financial institution products and services, including loans

Thorough knowledge of personal computers with internet/intranet access and office equipment operation

Skilled in counting and balancing cash

Skilled in the operation of office equipment including personal computers with Internet and intranet access

Ability to communicate effectively both verbally and in writing

Ability to establish and maintain effective working relationships with a diverse group of people

Ability to identify errors and make corrections

Ability to effectively cross-sell products and services using a needs-based sales approach

Ability and desire to work in a team environment

Ability to work a rotating schedule which will include working on rotating Saturdays

Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761

The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least 18 months experience in retail sales and/or cash handling experience

Benefits

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 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 loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.

0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.

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

100% financing for employee purchased homes!