Redwood Credit Union is looking for a Member Relationship Specialist who will be responsible for a variety of member service duties associated with new accounts, loan transactions, and documentation, and provides excellent member service, and contributes to the success of the branch by selling and referring Credit Union products.
Requirements
- 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.
Benefits
- Competitive medical, dental, and vision insurance
- 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:.75% discount off RCU standard collateral auto loans, 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, 0% interest loan to support employees with expenses associated with the naturalization process, 0% interest on garment, fitness, or home office equipment loan of up to $500, 100% financing for employee purchased homes!
