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Member Relationship Specialist at Redwood Credit Union - ApplyBlast

Member Relationship Specialist

Redwood Credit Union

5 months ago

3.8 on Glassdoor

Napa, California

Onsite

Full Time

Junior

0 applicants

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About this role

Redwood Credit Union seeks a Member Relationship Specialist to serve as the face of the organization by providing exceptional service, managing new accounts, and processing loan transactions. The role involves cross-selling financial products, reconciling cash, and maintaining confidential member information within a supportive team environment.

Responsibilities

Open new accounts and match member needs to credit union products
Process loan applications and complete funding documentation accurately
Cross-sell financial products using a needs-based sales approach
Reconcile cash daily and perform file maintenance on member accounts
Resolve member complaints and research solutions with accurate information

Skills

About Redwood Credit Union

redwoodcu.org

Headquarters

Santa Rosa, California, United States

Company Size

501-1000 employees

Founded

1950

View Profile

Redwood 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.