Member Relationship Specialist

Job Description

Job Description

Redwood Credit Union is looking for a Full Time 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. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.

Key Responsibilities

Sales & Service :

o Provide excellent service to all Members, volunteers, internal employees, and service providers.

o Cross-sell RCU and RCUSG products and services.

o Open accounts and match Member needs to RCU and RCUSG products and services.

o Determine the appropriate loan product(s) to meet the Member(s) needs.

o Obtain information from Member to complete loan application; examine and collect proper loan documents.

o Complete loan-funding process and recommend additional products or services to meet Member needs.

o Research Member questions, problems, and complaints and respond with accurate information.

o Safeguard member information and ensure confidentiality by following established policy and procedures.

Transactions :

o Perform file maintenance on all types of accounts.

o Perform accurate teller transactions and reconcile cash nightly.

Teamwork and Other Functions :

o Conduct audits of Credit Union documents and files.

o Answer phone and efficiently complete phone requests.

o Participate in branch, departmental, and company meetings.

o Perform branch opening and closing duties.

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 Qualifications : Knowledge, Skills and Abilities

Licenses and Certifications

The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least 18 months experience in retail sales and / or cash handling experience.

Compensation : Base starting range $23.00 to $31.00 per hour commensurate with experience. ( This position is also eligible for a 15% Geographical   Differential)

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 :

RCU Discounts and Perks :

Physical Requirements :

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.