Yolo Federal Credit Union · 3 days ago
Member Relationship Specialist
Woodland, CA
Full-time
Onsite
Entry Level
1+ years expYolo Federal Credit Union is seeking a Member Relationship Specialist to assist members with their financial needs. The role involves providing high-quality service, identifying financial goals, and recommending solutions to help members achieve financial success.
FinanceFinancial ServicesLending
Responsibilities
Provide excellent member service through building genuine relationships with members, learning their financial goals, and finding ways to benefit them
Possess an effective knowledge of the Credit Union’s products and services with special emphasis on how each will improve our members’ financial success
Provide high quality member service and enhance member relationships which includes, but is not limited to, opening new accounts, accepting and processing loan applications, and conducting other member account transactions in an efficient and accurate manner
Receive callers and walk-in members, determine the nature of business, meet their needs or provide clear and courteous direction to appropriate destination
Contact members, businesses, and community organizations to promote goodwill and generate new business
Effectively conduct needs-based interviews with current and potential members to build member relationships by offering appropriate products and services
Accurately and efficiently process new accounts including share, CD, IRA, HSA, and Trust accounts
Perform routine clerical support task functions including but not limited to creating loan and membership records, filing, stuffing envelopes, verifying, and processing address or email change requests
Ensure compliance with all security and safety policies and procedures, including following safety protocol while entering or exiting a branch
Guide members to use our technology offerings (ITM, mobile app, online banking, remote services, video appointments, secure messaging, etc.) and provide instruction on use as necessary
Process loan requests for all consumer loans and offer insurance products such as credit insurance and GAP insurance, when appropriate
Complete documentation and finalize loans while ensuring that members understand the terms of the loan agreement and their debt responsibilities. Ensure loan agreements are complete and accurate according to Lending policy
Regular and punctual attendance is an essential function of this position
Qualification
Required
High school diploma or general education degree (GED) required
Minimum of one year experience in a customer service related role
Ability to read and interpret documents such as operating policies and procedure manuals
Ability to comprehend instructions, correspondence, and memos
Ability to write basic correspondence and reports
Ability to effectively present information in one-on-one and small group situations to the public, members, and other employees
Ability to effectively count currency and negotiable instruments
Ability to calculate figures and amounts such as discounts, interest, and percentages
Ability to apply concepts of basic algebra
Ability to stand; walk; sit; use hands to touch, handle, or feel; reach with hands and arms; and talk or hear
Must occasionally lift and/or move up to 50lbs
Specific vision abilities required include close vision, distance vision, and ability to adjust focus
Preferred
Prior working experience with a credit union or financial institution
Prior consumer loan origination and funding experience
Company
Yolo Federal Credit Union
Yolo Federal Credit Union is a banking & financial services firm that mainly deals in wealth management, digital & loans services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Matt Lane
Chief Financial Officer
Kelley Jacobsen
Chief Operating Officer
Recent News
2025-03-30
2025-03-26
Company data provided by crunchbase