Senior Member Relationship Specialist

: At Redwood Credit Union we are on a journey to reimagine the way we do business, and we can't do it without you - our next great hire! Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. As a not-for-profit financial institution, our passion is for helping our Members meet their financial needs, whether it's through better rates, low or no fees, or expanded services. That people-first approach holds true for our employees, too. Our work environment is built on service and trust. It's all possible with a leadership team committed to hiring talented people and helping them develop their careers. Being a Senior Member Relationship Specialist starts by building relationships that are founded on people, cooperation, service and trust - and it is fundamental in how we distinguish ourselves in the financial services industry. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, employees, and service providers. Furthermore, our service philosophy is people helping people through a consultative approach, ensuring our Members get the most value from products and services that make a profound and positive impact towards fulfilling our mission: “To passionately serve the best interest of our Members, employees, and communities.”

As a Senior Member Relationship Specialist at the Petaluma Blvd North Branch, you will be responsible for a variety of tasks:

• 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.
• Research Member problems and respond verbally and/or in writing or direct them to the appropriate person, or department.
• 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(s) needs.
• Safeguard Member information and ensure confidentiality by following established policy and procedures.
• Provide sales and service leadership to Member Service Associate, Member Relationship Specialist and Senior Member Relationship Specialist staff.
• Conduct sales huddles.
• Conduct sales meetings with the assistance of branch management.

The ideal candidate has: A combination of education and experience equivalent to a high school diploma. 2 years experience in a retail sales / cash handling environment. Compensation: Base starting range: $24.00 to $32.00 per hour commensurate with experience. 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. We want to hear from you and how you would make a great addition to our Petaluma team. Redwood Credit Union offers a robust benefits package to our eligible employees including:

• 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 birthday off!

RCU Discounts and Perks-

• RCU employees are eligible for a .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 Visas and LOC Loans through RCU
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!

Why work for Redwood Credit Union?

• Local financial institution, providing unparalleled service since 1950
• Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting
• Voted Best Places to Work in the North Bay 18 years in a row
• World-class employee engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Recognized by Forbes as one of “America's Best Small Employers 2025"

Internal Team Members If you are a current Team Member, please apply through the internal careers page located in RCUNET. Service ~ Trust ~ People ~ Cooperation We are an Equal Opportunity Employer