Branch Operations Specialist

Redwood Credit Union is looking for a Branch Operations Specialist, who will perform a wide variety of complex operational duties, Member support, service and sales as well as specialized Member requests. Coach, mentor and direct staff progress towards obtaining organizational and branch goals and objectives.

Key Responsibilities

Operations:

o Ensure the balancing of all cash and negotiable items in branch, including vault and TCRs.

o Monitor, order, receive, and prepare cash shipments.

o Ensure optimal TCR utilization and proper logistical cash needs are met.

o Troubleshoot TCR outages using CFM and Symitar. Provide follow-up report(s) to branch management.

o Conduct and provide oversight to weekly, monthly, quarterly, semi-annual and annual branch audits of Redwood Credit Union documents, files and processes.

o Assist in the scheduling, publishing and updating of branch staff schedules.

o Provide support to staff that require override assistance on an account to best serve the Member, while adhering to RCU policy and procedures to provide an optimal Member experience.

o Oversee and monitor branch Wire Transfer requests. Ensure wires are processed within the established guidelines and deadlines. Escalate for approval as necessary.

o Act as Manager on Duty in the absence of Branch Experience Manager and Branch Service Manager to ensure proper operations of the branch, including Member service.

o Perform and provide general oversight of branch opening and closing duties while managing procedural requirements and overtime.

o Assist branch management with the preparation of sales reports and/or branch KPI.

o Provide products and service, detailed branch operations and transaction training to branch staff including daily huddles.

o Acts as an ambassador.

Sales and Service:

o Provide excellent service to all Members, volunteers, internal employees, and service providers.

o Research Member issues and respond verbally and/or in writing or direct them to the appropriate person or department. Escalate if necessary.

o Safeguard Member information and ensure confidentiality by following established RCU policy and procedures.

o Provide sales and service leadership to all branch staff.

o Conduct sales and service huddles.

o Conduct sales and service meetings with the assistance of branch management.

o Open new accounts, process loan applications and fund loans as needed.

o Ensure branch staff consistently operates at the highest level of service.

o Provide general support to the platform side as needed.

o Cross-sell RCU products and services including Insurance and Investments.

Transactions:

o Perform teller transactions when needed and reconcile cash nightly.

o Comply with all safety and security regulations.

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?

• 25th 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 2026"

• 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.

• Ability to act independently and confidentially with little or no supervision.
• Thorough knowledge of branch operations policies and procedures.
• Ability to distinguish and manage confidential information, materials and conversations.
• Ability to effectively communicate verbally and in writing.
• Ability to establish and maintain effective working relationships in a diverse environment.
• Ability to give effective feedback and training on growth opportunities for staff.
• Ability to operate a personal computer and software including word processing, email, intra/internet.
• Ability to identify and correct errors.
• Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law.

• 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
• Ability to become a commissioned Notary Public.
• Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.

A combination of education and experience equivalent to a high school diploma or equivalent and a minimum of three years’ experience in retail sales and/or financial institution experience, including prior team leadership. Associate degree in business administration or finance is preferred.

Compensation: base starting range $30.00 to $40.00 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.

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 loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.

• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.

• 0% interest on garment, fitness, or home office equipment loan of up to $500

• 100% financing for employee purchased homes!

Physical Requirements:

• Ability to stand, bend, stoop, sit, walk, twist, and turn.

• Ability to lift up to 25 pounds occasionally.

• Ability to use a computer keyboard and calculator.

• Work environment is indoors; majority of the time is spent standing, sitting at a desk and walking.

*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.

Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.

We are an Equal Opportunity Employer