Member Service Associate jobs in United States
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Redwood Credit Union · 1 day ago

Member Service Associate

Redwood Credit Union is looking for a Part Time Member Service Associate who will be responsible for performing routine teller work and providing excellent Member service. The role involves cross-selling products and ensuring confidentiality while serving the Members and the community.

Finance
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Growth Opportunities
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Responsibilities

Provide exceptional member service to all Members, volunteers, internal employees, and service providers
Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services
Establish basic products and services for Members
Provide information to Members’ questions or directs them to the appropriate person or department for assistance
Safeguard Member information and ensure confidentiality by following established policy and procedures
Complete Members’ transactions accurately and efficiently using established policies and procedures
Balance cash, checks, and maintain proper documentation
Attend and contribute to departmental meetings
Perform branch opening and closing duties
Perform other duties as assigned
Complete orders for Credit Union forms and supplies
Participate in Credit Union committees

Qualification

Cash handlingCross-sellingCustomer serviceBasic math principlesFinancial products knowledgeOffice equipment operationLearning new technologyTeamworkEffective communication

Required

Ability to count and balance cash
Ability to effectively cross-sell products and services using a needs-based sales approach
Ability to work a rotating schedule which will include working on rotating Saturdays
Ability to learn new products, services, procedures, technology and concepts
Ability to establish and maintain effective working relationships with a diverse group of people
Ability and desire to work in a team environment
Ability to communicate effectively both verbally and in writing
Knowledge of basic math principles
Knowledge of basic financial institution products and services
Skilled in the operation of office equipment including personal computers with Internet and intranet access
The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least six months experience in retail sales and 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!

Company

Redwood Credit Union

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Redwood Credit Union is a banking establishment that assists customers in achieving financial well being.

Funding

Current Stage
Late Stage

Leadership Team

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Brian Kreitzer
VP Mortgage Lending
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Jeff Street
Vice President of Product and Service Innovation
Company data provided by crunchbase