Member Relationship Specialist

Sebastopol, Californiafull timeOn Site

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H1B: no

Redwoodcu Redwood Credit Union seeks a Member Relationship Specialist responsible for member service duties including new accounts, loan transactions, and cross-selling products. The role focuses on providing excellent service and contributing to branch success.

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.
o Perform file maintenance on all types of accounts.
o Perform accurate teller transactions and reconcile cash nightly.
Teamwork and Other Functions: