About the job
Join Redwood Credit Union as a Part-Time Member Relationship Specialist, where you will engage in a diverse range of member service activities. Your primary responsibilities will include assisting with new account openings, processing loan transactions, and maintaining accurate documentation. You will play a vital role in delivering exceptional service to our members and contribute to the branch's success by promoting and referring Credit Union products. As a representative of our organization, your commitment to outstanding service will enhance the experience of all members, volunteers, colleagues, and service providers.
Core Responsibilities
Sales & Service:
• Deliver top-notch service to members, volunteers, internal staff, and service partners.
• Promote and cross-sell Redwood Credit Union and Redwood Community Services Group products and services.
• Facilitate the opening of accounts and align member needs with appropriate products and services.
• Identify suitable loan products to fulfill member requirements.
• Gather necessary information and documentation to complete loan applications.
• Oversee the loan funding process and suggest additional products or services as needed.
• Address member inquiries, issues, and complaints with accurate information.
• Ensure member information is protected and confidentiality is maintained by adhering to established policies and procedures.
• Promote and cross-sell Redwood Credit Union and Redwood Community Services Group products and services.
• Facilitate the opening of accounts and align member needs with appropriate products and services.
• Identify suitable loan products to fulfill member requirements.
• Gather necessary information and documentation to complete loan applications.
• Oversee the loan funding process and suggest additional products or services as needed.
• Address member inquiries, issues, and complaints with accurate information.
• Ensure member information is protected and confidentiality is maintained by adhering to established policies and procedures.
Transactions:
• Conduct file maintenance on various account types.
• Execute accurate teller transactions and reconcile cash on a nightly basis.
• Execute accurate teller transactions and reconcile cash on a nightly basis.
Team Collaboration and Additional Duties:
• Perform audits of Credit Union documents and files.
• Manage phone inquiries and fulfill requests promptly.
• Participate in branch, departmental, and organizational meetings.
• Carry out branch opening and closing procedures.
• Manage phone inquiries and fulfill requests promptly.
• Participate in branch, departmental, and organizational meetings.
• Carry out branch opening and closing procedures.
Become a part of our team and experience why Redwood Credit Union is a great place to work!