Investment Coordinator
Redwood Credit Union(3 days ago)
About this role
The Investment Coordinator at Redwood Credit Union provides administrative and client service support to the Wealth Management department, assisting Advisors and building relationships with Members. The role focuses on delivering exceptional service and maintaining accurate investment account documentation.
Required Skills
- Customer Service
- Administration
- Investment Products
- Financial Regulations
- Office Software
About Redwood Credit Union
redwoodcu.orgRedwood Credit Union is a trusted, community-focused credit union founded in 1950 that offers banking services to residents of the North Bay and San Francisco area. As a member-focused financial cooperative, it provides everyday banking products — such as deposit accounts, loans and mortgages — along with digital and branch services. Redwood emphasizes local community engagement and accessible financial services for anyone in its service area.
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