- Location
- Petaluma, California
- Workplace
- Onsite
- Type
- Full-time
- Department
- Member Experience
- Seniority
- Entry
- Source
- Lever
Description
Redwood Credit Union is looking for a Full Time Member Service Associate who will be responsible for performing routine teller work, 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, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers.
Key Responsibilities
Sales & Service:
o Provide exceptional member service to all Members, volunteers, internal employees, and service providers.
o Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.
o Establish basic products and services for Members.
o Provide information to Members’ questions or directs them to the appropriate person or department for assistance.
o Safeguard Member information and ensure confidentiality by following established policy and procedures.
Transactions:
o Complete Members’ transactions accurately and efficiently using established policies and procedures.
o Balance cash, checks, and maintain proper documentation.
Teamwork and Other Functions:
o Attend and contribute to departmental meetings.
o Perform branch opening and closing duties.
o Perform other duties as assigned.
o Complete orders for Credit Union forms and supplies.
o Participate in Credit Union committees.
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