Investment Representative
Redwood Credit Union
About this role
The Investment Representative at Redwood Credit Union serves Members and internal team members through virtual channels by assessing their financial goals and providing tailored investment solutions. The role focuses on remote engagement via phone, video, and online communications rather than in-person meetings. It operates within a mission-driven, people-first credit union environment dedicated to member financial well-being. The position is based in Napa, California and includes a comprehensive benefits package.
Skills
Qualifications
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.
Recent company news
Business WireNewsweek Names Redwood Credit Union one of the Greatest Midsize Workplaces for Women
2 weeks ago
The Business JournalsRedwood Credit Union jumps to No. 2 spot on Bay Area list with $9.5B in assets
Dec 12, 2025
ABC7 San FranciscoRedwood Credit Union is celebrating 75 years
Sep 19, 2025
The Press DemocratRedwood Credit Union employees pack 4,000 care bags for local foster youth during Day of Impact
Oct 13, 2025
Bakersfield.comRedwood Credit Union Surpasses $1 Million in Giving Support for Redwood Empire Food Bank
1 week ago
About Redwood Credit Union
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Redwood Credit Union.
Salary
$76k – $100k
per year
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