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Member Relationship Specialist; Banker

Job in San Anselmo, Marin County, California, 94979, USA
Listing for: Redwood Credit Union
Part Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 24 - 31 USD Hourly USD 24.00 31.00 HOUR
Job Description & How to Apply Below
Position: Member Relationship Specialist (Banker)

Redwood Credit Union is looking for a Part Time Member Relationship Specialist. The role involves member service duties related to new accounts, loan transactions, and documentation, as well as selling and referring Credit Union products. As the face of the organization, the specialist provides exceptional service to members, volunteers, team members, and service providers.

Key Responsibilities Sales & Service
  • 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.
Transactions
  • Perform file maintenance on all types of accounts.
  • Perform accurate teller transactions and reconcile cash nightly.
Teamwork And Other Functions
  • 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.
Why Work for Redwood Credit Union?
  • 27th largest credit union in the U.S. and the largest financial institution based in the North Bay
  • Recognized by Newsweek as one of "America's Best Credit Unions 2026"
  • Awarded a 5-Star Bauer Rating
  • Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
  • Top Corporate Philanthropists (#24) - San Francisco Business Times
  • 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.
Minimum Qualifications:

Knowledge,

Skills and Abilities
  • 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.
  • Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.
Compensation

Base starting range $24.00 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.

Benefits Package
  • 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 birthday off
RCU Discounts and Perks
  • RCU employees are eligible for a 0.75% discount off RCU standard collateral auto loans
  • RCU employees are eligible for a 1% discount on all recreational or boat loan products
  • 2% discount off Visa and LOC loans through…
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