Floater Senior Member Relationship Specialist
- Location
- Santa Rosa, CA · On-site
- Job type
- Full-time
- Level
- Senior
- Listed
- 31 days ago
Skills & highlights for this role
- member service
- loan origination
- cross-selling financial products
Key Responsibilities
Sales & Service
- Provide excellent service to all Members, volunteers, internal employees, and service providers.
- Cross-sell RCU and RCUSG products and services.
- Open accounts and match Member needs to RCU and RCUSG products and services.
- Research Member problems and respond verbally and/or in writing or direct them to the appropriate person, or department.
- Determine the appropriate loan product(s) to meet the Member(s) needs.
- Obtain information from Member to complete loan application; examine and collect proper loan documents.
- Complete loan-funding process and recommend additional products or services to meet Member(s) needs.
Operations Management
- Balance vault and CDMs.
- Order, receive, and prepare cash shipments.
- May conduct weekly, monthly and quarterly branch audits.
- Assist in branch staff scheduling.
- Oversee branch operations and staff in the absence of branch management.
- Act as a team lead for Member Relationship Specialist and Senior Member Relationship Specialist staff.
- Conduct audits of Credit Union documents and files.
- Perform branch opening and closing duties.
- Assist the Branch Experience Manager and/or Branch Service Manager with the preparation of sales reports.
Teamwork
- Coordinate and review work of others as needed.
- Provide feedback to branch management on the performance of Member Service Associate, Member Relationship Specialist and Senior Member Relationship Specialist staff.
- Conduct branch staff training.
Join us and discover why you'll love working at Redwood Credit Union!
About Redwood Credit Union
Redwood Credit Union is seeking a Floater Senior Member Relationship Specialist, who will be responsible for performing operational duties, 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.
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?
- 21st largest credit union in the U.S. and the largest financial institution based in the North Bay
- Recognized by Newsweek as one of "America's Best Credit Unions 2026"
- Awarded a 5-Star Bauer Rating
- Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
- Top Corporate Philanthropists (#24) - San Francisco Business Times
- Voted Best Places to Work in the North Bay 21 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.
For Sonoma County Branches and others as assigned (including Napa, Mendocino & Marin counties)
Cleveland Branch as home location for time and travel
From Redwood Credit Union's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
Where is the Floater Senior Member Relationship Specialist job at Redwood Credit Union located?
This Floater Senior Member Relationship Specialist position at Redwood Credit Union is located in Santa Rosa, CA (On-site). Always check Redwood Credit Union's application page for specific state eligibility or relocation policies.
What qualifications are required for Floater Senior Member Relationship Specialist at Redwood Credit Union?
For the Floater Senior Member Relationship Specialist role, Redwood Credit Union highlights experience with member service, loan origination, cross-selling financial products. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Floater Senior Member Relationship Specialist position at Redwood Credit Union?
This listing links directly to Redwood Credit Union's Lever application page. You can apply directly on Redwood Credit Union's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Lever application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.