Senior Member Relationship Specialist

Company: Redwood Credit Union
Location: Petaluma
Posted on: September 14, 2023

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