- Location
- Santa Rosa, California
- Workplace
- Onsite
- Type
- Full-time
- Department
- Member Service
- Source
- Lever
Description
Redwood Credit Union is looking for a Full Time Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.
Key Responsibilities
Service:
o Answer the telephone within established performance and service guidelines.
o Complete phone transactions accurately and efficiently.
o Disseminate and provide education of lending, CUSO and membership information to callers.
o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance
o Provide basic level technical support of our online and Mobile banking platforms
o Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.
Sales & Efficiency:
o Attain individual and departmental goals and objectives as established in the MSC performance standards.
o Cross-sells Credit Union products and services.
o Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.
Support:
o Post and balance daily work and maintain proper documentation.
o Utilize online manuals and knowledge repository as a resource
o Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.
o Compile data and complete work related to departmental reports.
o Maintain files, post records, make and check routine calculations
o Perform all functions in a security conscientious manner.
o Attend department meetings and contribute information as is appropriate.
Join us and discover why you'll love working 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?
• 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.
Skills
Customer Service