Member Relationship Specialist
MiddleOn-site (Novato)Salary undisclosed
Job Description
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.
Key Responsibilities
Sales & Service:
o Provide excellent service to all Members, volunteers, internal employees, and service providers.
o Cross-sell RCU and RCUSG products and services.
o Open accounts and match Member needs to RCU and RCUSG products and services.
o Determine the appropriate loan product(s) to meet the Member(s) needs.
o Obtain information from Member to complete loan application; examine and collect proper loan documents.
o Complete loan-funding process and recommend additional products or services to meet Member needs.
o Research Member questions, problems, and complaints and respond with accurate information.
o Safeguard member information and ensure confidentiality by following established policy and procedures.
Transactions:
o Perform file maintenance on all types of accounts.
o Perform accurate teller transactions and reconcile cash nightly.
Teamwork and Other Functions:
o Conduct audits of Credit Union documents and files.
o Answer ph
Ready to apply? Optimize your CV for this specific jobAI customizes your experience bullets and increases chances to get hired.