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Member Service Associate
Job in
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2026-01-07
Listing for:
Redwood Credit Union
Part Time
position Listed on 2026-01-07
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service, Bilingual -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Key Responsibilities
Sales & Service:
o Provide exceptional member service to all Members, volunteers, internal employees, and service providers.
o Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.
o Establish basic products and services for Members.
o Provide information to Members' questions or directs them to the appropriate person or department for assistance.
o Safeguard Member information and ensure confidentiality by following established policy and procedures.
Transactions:
o Complete Members' transactions accurately and efficiently using established policies and procedures.
o Balance cash, checks, and maintain proper documentation.
Teamwork and Other Functions:
o Attend and contribute to departmental meetings.
o Perform branch opening and closing duties.
o Perform other duties as assigned.
o Complete orders for Credit Union forms and supplies.
o Participate in Credit Union committees.
Join us and discover why you'll love working at Redwood Credit Union!
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.
Why work for Redwood Credit Union?
* 28th 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 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
* Ability to count and balance cash.
* Ability to effectively cross-sell products and services using a needs-based sales approach.
* Ability to work a rotating schedule which will include working on rotating Saturdays.
* Ability to learn new products, services, procedures, technology and concepts.
* Ability to establish and maintain effective working relationships with a diverse group of people.
* Ability and desire to work in a team environment.
* Ability to communicate effectively both verbally and in writing.
* Knowledge of basic math principles.
* Knowledge of basic financial institution products and services.
* Skilled in the operation of office equipment including personal computers with Internet and intranet access.
The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least six months experience in retail sales and cash handling experience.
Compensation: base starting range $22.00 to $28.00 per hour commensurate with experience.
Our base salary starting range is based on scope and…
Position Requirements
10+ Years
work experience
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