Digital Member Engagement SpecialistRedwood Credit Union • Napa, CA, US

Digital Member Engagement Specialist

Redwood Credit Union • Napa, CA, US

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Job Description

Redwood Credit Union is seeking a Digital Member Engagement Specialist, who will manage and optimize our SavvyMoney solution with a focus on driving loan, deposit and Member growth, improving financial wellness, and deepening Member engagement through the adoption of products and services.

The ideal candidate is results-driven who can leverage platform analytics and data to execute targeted offers to Members including retargeting, pre-qualified and pre-approved offers while promoting financial wellness resources.

Key Responsibilities

o Maintain working knowledge of RCU’s lending, deposit and other product offerings.

o Use SavvyMoney’s analytics and reporting tools to identify opportunities for retargeting and to build campaign queries for pre-qualified offers.

o Execute pre-approved loan campaigns using SavvyMoney’s platform, ensuring campaigns are launched accurately and on time.

o Promote SavvyMoney’s financial wellness tools and insights (credit education, Credit Goals, score monitoring) to members who may benefit most.

o Oversee ongoing management of loan and other product offers within the SavvyMoney platform, keeping them up to date and relevant for Members.

o Design and run engagement campaigns to increase adoption and bring members back into the SavvyMoney experience.

o Serve as the primary liaison with SavvyMoney’s customer success team to collaborate and align on campaign best practices, optimize targeting strategies, and track performance.

o Leverage platform data and analytics to provide senior management with insights on lending trends, wallet share opportunities, member score improvement, and overall engagement.

o Partner with marketing, lending, digital banking, compliance, and member services teams to ensure offers and campaigns meet the organizational goals and regulatory standards.

o Work closely with Lending Management on making recommendations on the delivery, frequency, execution, and risk assessments of engagement efforts.

o Analyze offer and campaign performance and ROI to continuously improve future strategies.

o Monitor third-party vendor performance and standards; conduct due diligence reviews.

Review laws and regulations that impact compliance requirements, with emphasis on the Bank Secrecy Act, Patriot Act, OFAC, Card Act and Durbin Amendment, Reg Z and Reg E.

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?

29th largest credit union in the U.S. and the largest financial institution based in the North Bay
Awarded a 5-Star Rating based on 6 / 30 / 24 financial data by Bauer Financial
Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
Recognized by Newsweek as one of "America's Best Credit Unions 2024"
Recognized by Forbes as one of “America’s Best Small Employers 2023"
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

Excellent analytical, problem-solving, and decision-making skills.

Advanced experience with credit bureau reporting, pre-qualification, and pre-approval processes.

Hands-on experience with campaign management, targeting / segmentation, and reporting.

Strong analytical skills and ability to interpret data to drive marketing strategy and provide actionable insights.

Excellent collaboration and communication skills with the ability to work across departments and with external partners.

Strong knowledge of applicable consumer laws and regulations including the Fair Credit Reporting Act.

Ability to effectively plan and execute multi-step campaigns and projects.

Ability to communicate effectively and intelligently, both verbally and in writing.

Experience with project management skills with ability to prioritize, multi-task, successfully meet deadlines and achieve results.

Highly Member-focused and service driven.

Ability to establish and maintain effective working relationships with a diverse group of people to support and improve team performance, in line with RCU’s Mission, Vision, Values, Culture and Service Standards.

Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions; be accountable.

Ability to operate a personal computer and software including word processing, email, and intra / internet.

The ideal candidate has a combination of education and experience equivalent to a high school diploma and a minimum of five years’ experience in consumer or mortgage lending, including a minimum of three years of experience working directly with credit bureaus on prescreen or pre-qualified campaigns for a consumer financial institution.

Compensation : Base starting range : $44.00 to $57.00 hourly commensurate with experience.

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.

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!

Physical Requirements :

Ability to stand, bend, stoop, sit, walk, twist, and turn.

Ability to lift up to 15 pounds.

Ability to use a computer keyboard and calculator.

Work environment is indoors; majority of the time is spent sitting at a desk.

Redwood Credit Union is not offering Visa transfers and / or sponsorships for this position.

Internal Team Members : If you are a current Team Member, please apply through the internal careers page located in RCUNET.

We are an Equal Opportunity Employer

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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Engagement Specialist • Napa, CA, US