Qualifications
• Strong interpersonal and communication skills, with a preference for bilingual candidates.• Customer service experience in a financial institution or related field is desirable.• Ability to work effectively in a team environment and independently.• Detail-oriented with strong organizational skills.• Proficiency in utilizing software applications and handling financial transactions.
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.
Transactions:
• Conduct file maintenance on various account types.
• 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.
Become a part of our team and experience why Redwood Credit Union is a great place to work!
About Redwood Credit Union
Redwood Credit Union has been dedicated to serving the best interests of our members and communities since 1950. Our mission focuses on enhancing the financial well-being of our members through competitive rates, minimal fees, and exceptional customer service. We strive to inspire hope and improve the financial health of our communities, one person at a time, regardless of economic conditions.