💼 About This Role

You'll provide exceptional service to members and cross-sell credit union products at Redwood Credit Union. Your core impact involves opening accounts, processing loans, and overseeing branch operations. This role stands out with a focus on coaching team members and ensuring financial well-being for all.

🎯 What You'll Do

• Open accounts and match member needs to products
• Process loan applications and funding
• Balance vault and cash shipments
• Coach and train branch staff

📋 Requirements

• Thorough knowledge of financial institution products and services
• Skilled in counting and balancing cash
• Ability to cross-sell using needs-based sales approach
• Ability to work rotating Saturdays

✨ Nice to Have

• Experience as a team lead
• Sales coaching experience
• Knowledge of mortgage licensing (SAFE ACT)

🎁 Benefits & Perks

• 🏖️ Paid Time Off
• 💰 Retirement Plans
• 🏥 Health Insurance
• 📚 Training and Development
• 🏆 Employee Recognition Programs

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Phone Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Team Interview· 60 min

🚩 Heads Up

• Role combines senior specialist with team lead and coach expectations
• Requires mortgage licensing for a member relationship role
• Rotating Saturday schedule required