8h ago
Member Relationship Specialist
Point Arena, California
โจ $35k-$50k / yearest.
full-timefinance
๐ผ About This Role
You'll serve as the face of Redwood Credit Union, providing exceptional service to members and handling account openings, loan transactions, and cross-selling. Your core impact will be matching member needs to credit union products while ensuring accurate transactions and file maintenance. This role stands out with a strong focus on member relationships and community impact.
๐ฏ What You'll Do
- Open accounts and process loan applications
- Perform teller transactions and reconcile cash nightly
- Cross-sell credit union products and services
- Answer phone inquiries and perform file maintenance
๐ Requirements
- Knowledge of financial institution products and services including loans
- Skilled in counting and balancing cash
- Ability to cross-sell using a needs-based sales approach
- Ability to work a rotating schedule including Saturdays
โจ Nice to Have
- Registration with National Mortgage Licensing System
- Credit Endorsee designation with California Department of Insurance
๐ Benefits & Perks
- ๐๏ธ Paid Time Off including 3 weeks starting vacation
- ๐ฐ Competitive compensation with annual bonus potential
- ๐ฅ Comprehensive health benefits including medical, dental, vision
- ๐ Tuition reimbursement up to $5,250/year
- ๐ Retirement planning with 401(k) match up to 6%
๐จ Hiring Process
Estimated timeline: 2-3 weeks ยท AI estimate
- 1Phone Screenยท 30 min
- 2Interview with Hiring Managerยท 45 min
- 3Skills Assessmentยท 45 min
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