Member Relationship Specialist; Banker

Redwood Credit Union is looking for a Full Time Member Relationship Specialist, who will be responsible for a variety of member service duties associated with new accounts, loan transactions and documentation and provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.

• 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.
• 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 needs.
• Research Member questions, problems, and complaints and respond with accurate information.
• Safeguard member information and ensure confidentiality by following established policy and procedures.
• Perform file maintenance on all types of accounts.
• Perform accurate teller transactions and reconcile cash nightly.
• Conduct audits of Credit Union documents and files.
• Answer phone and efficiently complete phone requests.
• Participate in branch, departmental and company meetings.
• Perform branch opening and closing duties.

• 29th largest credit union in the U.S. and the largest financial institution based in the North Bay.
• Awarded a 5‑Star Rating based on 6/30/24 financial data by Bauer Financial.
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025".
• Recognized by Newsweek as one of "America's Best Credit Unions 2024".
• Recognized by Forbes as one of "America’s Best Small Employers 2023".
• Voted Best Places to Work in the North Bay 20 years in a row.
• World‑class Employee Engagement scores.
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate.
• Industry leading Net Promoter Scores across the U.S.

• Knowledge of financial institution products and services, including loans.
• Thorough knowledge of personal computers with internet/intranet access and office equipment operation.
• Skilled in counting and balancing cash.
• Skilled in the operation of office equipment including personal computers with Internet and intranet access.
• Ability to communicate effectively both verbally and in writing.
• Ability to establish and maintain effective working relationships with a diverse group of people.
• Ability to identify errors and make corrections.
• Ability to effectively cross‑sell products and services using a needs‑based sales approach.
• Ability and desire to work in a team environment.
• Ability to work a rotating schedule which will include working on rotating Saturdays.

• Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761.

The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least 18 months experience in retail sales and/or cash handling experience.

Base starting range $23.00 to $31.00 per hour commensurate with experience. This position is also eligible for a 15% Geographical Differential.

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.

• Competitive medical, dental and vision insurance, mental health offerings.
• Employee performance incentive plan.
• Salary Advancement – Merit increase based on performance.
• 401(k) program with employer match.
• Time Off – Competitive PTO accrual plus 11 paid company holidays and your…