Member service center representative

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Location

onsite, Santa Rosa, CA, United States

Salary

$48k – $62k/yr

Commitment

Full Time

Level

Junior (<2 years)

Required skills

Customer serviceTelephone communicationProblem solvingTechnical supportCross-sellingData entryRecord keepingMathematical computationTypingConflict resolutionLending knowledgeMembership informationOnline banking supportMobile banking supportDocumentationSecurity awareness

Job 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:

  • Answer the telephone within established performance and service guidelines.
  • Complete phone transactions accurately and efficiently.
  • Disseminate and provide education of lending, CUSO and membership information to callers.
  • 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.
  • Provide basic level technical support of our online and Mobile banking platforms.
  • Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.

Sales & Efficiency:

  • Attain individual and departmental goals and objectives as established in the MSC performance standards.
  • Cross-sells Credit Union products and services.
  • Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.

Support:

  • Post and balance daily work and maintain proper documentation.
  • Utilize online manuals and knowledge repository as a resource.
  • Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.
  • Compile data and complete work related to departmental reports.
  • Maintain files, post records, make and check routine calculations.
  • Perform all functions in a security conscientious manner.
  • 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.

Minimum Qualifications: Knowledge, Skills and Abilities

  • Knowledge of modern office methods, practices and procedures.
  • Skill in the operation of a personal computer with Internet and Intranet access in a Windows environment.
  • Must possess demonstrated Member service skills.
  • Ability to cross-sell products and services to meet Member needs.
  • Ability to make mathematical computations.
  • Ability to type 40 words per minute.
  • Ability to communicate effectively both verbally and in writing.
  • Ability to establish and maintain effective working relationships with a diverse group of people.
  • Ability to work a rotating schedule which will include working on Saturdays.

The ideal candidate has a combination of education and experience equivalent to a high school diploma or closely related field and a minimum of two years of call center, retail or clerical experience in a customer service environment.

Compensation:

Base starting range: $24.00 to $31.00 per hour commensurate with experience. (This position is also eligible for an 8% call center differential)

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Redwood Credit Union offers a robust benefits package to our eligible employees including:

  • Competitive medical, dental, and vision insurance, mental health offerings.
  • Employee performance incentive plan.
  • Salary Advancement– Merit increase based on performance.
  • 401(k) program with employer match.
  • Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU Discounts and Perks:

  • RCU employees are eligible for a .75% discount off RCU standard collateral auto loans.
  • RCU employees are eligible for a 1% discount on all recreational or boat loan products.
  • 2% discount off Visas and LOC Loans through RCU.
  • 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
  • 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
  • 0% interest on garment, fitness, or home office equipment loan of up to $500.
  • 100% financing for employee purchased homes!

Physical Requirements:

  • Ability to talk on the phone.
  • Ability to stand, bend, stoop, sit, walk, twist and turn.
  • Ability to lift up to 15 pounds.
  • Ability to use a computer keyboard and calculator.
  • Work environment is indoors; majority of the time is spent sitting at a desk.

*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.

Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.

We are an Equal Opportunity Employer

Ready to join the team?

Apply now