Senior Member Relationship Specialist
Company: Redwood Credit Union
Location: Petaluma
Posted on: September 14, 2023
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Job Description:
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 Petaluma 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 Petaluma 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: $24.00 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, merit increases,
401(k) program with employer match, generous holiday and PTO
policy, and extensive RCU specific perks like 100% financing for
employee purchased homes!Why work for Redwood Credit Union?Local
financial institution, providing unparalleled service since 1950Top
5 Healthiest Credit Union in the USA, rated by Glatt
ConsultingVoted Best Places to Work in the North Bay 17 years in a
row.World-class employee engagement scoresRated Superior in Service
by more than 90% of Members, surveyed by SF GateService - Trust -
People - CooperationWe are an Equal Opportunity Employer
Keywords: Redwood Credit Union, Petaluma , Senior Member Relationship Specialist, Other , Petaluma, California
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