Demo

Member Service Associate

Redwood Credit Union
Santa Rosa, CA Part Time
POSTED ON 3/24/2025 CLOSED ON 4/16/2025

What are the responsibilities and job description for the Member Service Associate position 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?

   37th largest credit union in the U.S. and the largest financial institution based in the North Bay

   Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial

   Recognized by Newsweek as one of "America's Best Credit Unions 2024"

   Recognized by Forbes as one of “America’s Best Small Employers 2023" 

   Voted Best Places to Work in the North Bay 19 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.                                                                                                                                                                                                                                          

Join us and discover why you'll love working at Redwood Credit Union! 


Redwood Credit Union is looking for a Part-Time Member Service Associate (24-25 hours per week) who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.


Essential Functions

Sales & Service

• Provide exceptional member service to all Members, volunteers, internal employees, and service providers.

• Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.

• Establish basic products and services for Members.

• Provide information to Members’ questions or directs them to the appropriate person or department for assistance.

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


Transactions

• Complete Members’ transactions accurately and efficiently using established policies and procedures.

• Balance cash, checks, and maintain proper documentation.


Teamwork and Other Functions

• Attend and contribute to departmental meetings.

• Perform branch opening and closing duties.

• Perform other duties as assigned.

• Complete orders for Credit Union forms and supplies.

• Participate in Credit Union committees.

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Minimum Qualifications: Knowledge, Skills and Abilities
  • Ability to count and balance cash.
  • Ability to effectively cross-sell products and services using a needs-based sales approach.
  • Ability to work a rotating schedule which will include working on rotating Saturdays.
  • Ability to learn new products, services, procedures, technology and concepts.
  • Ability to establish and maintain effective working relationships with a diverse group of people.
  • Ability and desire to work in a team environment.
  • Ability to communicate effectively both verbally and in writing.
  • Knowledge of basic math principles.
  • Knowledge of basic financial institution products and services.
  • Skilled in the operation of office equipment including personal computers with Internet and intranet access.


Physical Requirements
  • Ability to stand, bend, stoop, sit, walk, twist and turn.
  • Ability to lift up to 25 pounds.
  • Ability to use a computer keyboard and calculator.
  • Work environment is indoors, majority of the time is spent standing or sitting at a workstation.


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The ideal candidate has a combination of education and experience equivalent to a high school diploma, and at least six months experience in retail sales and cash handling experience.


Compensation: base starting range $22.00 to $28.00 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, financial, and other benefits.


Redwood Credit Union offers a robust benefits package to our eligible employees including:

 Competitive medical and 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!

 

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

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Job openings at Redwood Credit Union

Redwood Credit Union
Hired Organization Address Santa Rosa, CA Intern
ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of ou...
Redwood Credit Union
Hired Organization Address Santa Rosa, CA Intern
ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of ou...
Redwood Credit Union
Hired Organization Address Santa Rosa, CA Intern
ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of ou...
Redwood Credit Union
Hired Organization Address Santa Rosa, CA Intern
ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of ou...

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