8h ago

Member Relationship Specialist

Point Arena, California

โœจ $35k-$50k / yearest.

full-timefinance

๐Ÿ’ผ 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.

๐ŸŽฏ 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

๐Ÿ“‹ 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

โœจ Nice to Have

  • Registration with National Mortgage Licensing System
  • Credit Endorsee designation with California Department of Insurance

๐ŸŽ Benefits & Perks

  • ๐Ÿ–๏ธ Paid Time Off including 3 weeks starting vacation
  • ๐Ÿ’ฐ Competitive compensation with annual bonus potential
  • ๐Ÿฅ Comprehensive health benefits including medical, dental, vision
  • ๐Ÿ“š Tuition reimbursement up to $5,250/year
  • ๐ŸŽ“ Retirement planning with 401(k) match up to 6%

๐Ÿ“จ Hiring Process

Estimated timeline: 2-3 weeks ยท AI estimate

  1. 1Phone Screenยท 30 min
  2. 2Interview with Hiring Managerยท 45 min
  3. 3Skills Assessmentยท 45 min
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