Investment Representative (Bilingual Preferred)

Redwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, “house” accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products.   Key Responsibilities o Identify and evaluate Member and team member needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement. o Proactively market and support all aspects assigned. o Identify and develop relationships with Wholesalers. o Identify and develop relationships with assigned departments and/or teams. o Keep current on investment products and services offered. o Identify and refer Members requiring in-person or more complex services to the appropriate Advisors. o Follow through on the service and sales goals set forth by the Investment Program. o Provide regular feedback to the branch team members, identified credit union executives and sales managers regarding sales practices and business development initiatives. o Provide excellent Member service. o Periodically virtually meet with Members and/or clients to review and update needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative. o Ensure inbound phone calls, orders/transactions, and service that requires licensing is completed. o Provide basic financial planning for Members virtually, as needed. o Address and solve business-related challenges as needed. o Work with Managers to identify and leverage cross-sell opportunities. o Support investment and credit union integration initiatives, e.g., deposit calling efforts, call nights, branch training, etc. o Support all product and campaign launches.   Join us and discover why you'll love working at Redwood Credit Union!   ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.   As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.    Why work for Redwood Credit Union? •  27th largest credit union in the U.S. and the largest financial institution based in the North Bay •   Recognized by Newsweek as one of "America's Best Credit Unions 2026" •   Awarded a 5-Star Bauer Rating •  Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025" •   Top Corporate Philanthropists (#24) - San Francisco Business Times •   Voted Best Places to Work in the North Bay 20 years in a row •   World-class Employee Engagement scores •   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate •   Industry leading Net Promoter Scores across the U.S.     

Minimum Qualification: Knowledge, Skills and Abilities

• Must possess basic investment knowledge.
• Ability to follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer.
• Exceptional service and sales skills, ability to independently utilize judgment, and make sound business decisions.
• Ability to effectively communicate verbally and in writing, with strong presentation skills utilizing video and phone.
• Ability to critically think, analyze situations, and solve problems.
• Ability to distinguish and manage confidential information, materials, and conversations.
• Ability to establish and maintain effective working relationships in a diverse environment.
• Ability to operate a personal computer and software including word processing, email, and intra/internet.

Licenses and Certifications

• FINRA Series 7 and Series 63 required. Ability to obtain a Series 66 or 65.
• State Life and Health Insurances licenses required.

The ideal candidate has a combination of education and experience equivalent to a bachelor’s degree, plus a minimum of one years’ financial industry experience. Previo