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Redwood Credit Union · 1 month ago

Senior Member Relationship Specialist

Sebastopol, California

Full-time

Onsite

Mid, Senior Level

$26/hr - $34/hr

3+ years exp

Redwood Credit Union is seeking a Full Time Senior Member Relationship Specialist, who will be responsible for performing operational duties, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. The role involves providing exceptional service to Members and overseeing branch operations in the absence of management.

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

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

Balance vault and CDMs

Order, receive, and prepare cash shipments

May conduct weekly, monthly and quarterly branch audits

Assist in branch staff scheduling

Oversee branch operations and staff in the absence of branch management

Act as a team lead for Member Relationship Specialist and Senior Member Relationship Specialist staff

Conduct audits of Credit Union documents and files

Perform branch opening and closing duties

Assist the Branch Experience Manager and/or Branch Service Manager with the preparation of sales reports

Coordinate and review work of others as needed

Provide feedback to branch management on the performance of Member Service Associate, Member Relationship Specialist and Senior Member Relationship Specialist staff

Conduct branch staff training

Qualification

Financial institution productsBranch operations knowledgeCross-selling skillsTeam leadershipEffective communicationCoachingTrainingCash handlingProblem-solving

Required

Thorough knowledge of financial institution products and services, including loans

Thorough knowledge of branch operations policies and procedures

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

Skilled in counting and balancing cash

Ability to identify errors and make corrections

Ability and desire to work in a team environment

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

Ability to analyze situations and recommend solutions

Ability to act independently in the absence of branch management

Ability to make sound business decisions, using the principles of our Vision, Mission and Values

Ability to act as a team lead

Ability to coach and train others

Ability to act as a sales coach

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 three years' experience in retail sales and/or financial institution experience, including prior team leadership

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!