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Senior Member Relationship Specialist

Redwood Credit Union
San Anselmo, United Statesfull_timeVerifiedPosted 17 Aug 2024
💰 $64,000/yr($50,000/yr$64,000/yr)

About the role

At Redwood Credit Union we are on a journey to reimagine the way we do business, and we can’t do it without you - our next great hire! Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. As a not-for-profit financial institution, our passion is for helping our Members meet their financial needs, whether it’s through better rates, low or no fees, or expanded services. That people-first approach holds true for our employees, too. Our work environment is built on service and trust. It's all possible with a leadership team committed to hiring talented people and helping them develop their careers. 
Being a Senior Member Relationship Specialist starts by building relationships that are founded on people, cooperation, service and trust – and it is fundamental in how we distinguish ourselves in the financial services industry. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, employees, and service providers.Furthermore, our service philosophy is people helping people through a consultative approach, ensuring our Members get the most value from products and services that make a profound and positive impact towards fulfilling our mission: “To passionately serve the best interest of our Members, employees, and communities.”

As a Senior Member Relationship Specialist at the Mendocino Branch you will be responsible for a variety of tasks:

  • 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.
  • Safeguard Member information and ensure confidentiality by following established policy and procedures.
  • Provide sales and service leadership to Member Service Associate, Member Relationship Specialist and Senior Member Relationship Specialist staff.
  • Conduct sales huddles.
  • Conduct sales meetings with the assistance of branch management.
The ideal candidate has:A combination of education and experience equivalent to a high school diploma.2 years experience in a retail sales / cash handling environment.
We want to hear from you and how you would make a great addition to our Mendocino Ave. Team!
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Compensation: Base starting range: $25.00 to $32.00 per hour commensurate with experience.
Redwood Credit Union offers a robust benefits package to our eligible employees including: ·         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 Discounts and Perks- 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! Why work for Redwood Credit Union?·

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Company

Redwood Credit Union

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