“You sense the difference the moment you walk through the door. We are passionate and have a strong work ethic. Through collaboration, we drive innovation and results. We create the “RCU Magic” every day.” If that statement gets you excited, this may be the opportunity for you.                                                       

We are looking for a Marketing Research & Data Specialist who will, under supervision of the Marketing Manager, acting as primary Marketing Department resource utilizing and administering Redwood Credit Union's Marketing Customer Information File (MCIF) system primarily for marketing purposes, roles also conducting marketing research, executing matrix marketing campaigns, identifying target audiences segments data and creating data files, analyzing and reporting on marketing results, conducting marketing analysis and producing reports and more. Also conducting and/or supporting the collection, analysis and communication of marketing and competitive research. This position references Member and consumer perspectives in research and analytical activities. Also responsible for a variety of marketing functions including marketing of loan pre-approvals, working on marketing creating and executing for matrix efforts such as Member on-boarding and retention programs and other marketing as needed to support the Redwood Group's goals and strategic initiatives.

As the Marketing Research & Data Specialist, you will be responsible for a variety of tasks which would include: 

Translating customer data into analysis and insights used to drive decision making. Using the MCIF system and other data tools and resources to target key audiences and obtaining, encrypting, transmitting and verifying Member and non-member data for the purposes of marketing, and to gain information for enhancing decision-making. Also tracking promotional efforts using the MCIF and other data sources, and providing regular reporting, analysis, implications and recommendations. Working with the Credit Union’s Information Technology and Finance Departments to ensure proper maintenance, uploads, & security.

• Providing information from MCIF and/or working with other departments/vendors in retrieving, reviewing, analyzing and communicating key data, results, trends and implications.
• Collecting and analyzing data on Member demographics, preferences, needs, and buying habits to identify potential markets and factors affecting product demand.
• Working with Marketing and Communications|PR Department staff to assist with pre and post data and results analysis for marketing campaigns to determine effectiveness & Return on Investment (ROI). Reviewing regional and national economic data, prior promotional results and suggests strategies for enhanced target marketing and results.
• Working with department staff to develop marketing pieces targeted to appropriate demographic groups.
• Utilizing the MCIF and other data to perform marketing, competitive, product and channel research. Conducting research and collecting data for annual marketing planning. Providing analysis, summary comments and recommendations and then effectively communicating this information. Preparing reports of findings, illustrating data graphically when appropriate, and translating complex findings into written text that includes analysis, insights, implications and recommendations.
• Seeking and providing information to help the Credit Union determine its position in the marketplace.
• As needed, utilizing other research and data gathering tools, techniques and vendors, to support the organization’s needs. This may include efforts such as conducting or coordinating internal and external focus groups and initiating such efforts needed to gather information that is helpful and needed by RCU.
• Helping drive the marketing automation system and harnesses this tool for executing effective loan pre-approval campaigns, Member onboarding and retention matrix program and other marketing and communication efforts.
• Working with Marketing Manager, Senior Marketing Specialists and product line owners/experts, is responsible for developing and executing effective new Member on boarding, Member retention and loan pre-approval marketing campaigns for the Credit Union and RCU’s wholly-owned subsidiary RCUSG which include:
• Market and/or competitive research and analysis:
• Writing/development of marketing program descriptions and plans
• Establishing campaign goals, identifying target audiences and segmentation plan
• Data acquisition, working and collaborating with stakeholders, retaining agencies or working with in-house resources to develop marketing materials, executing campaigns, and monitoring and reporting results
• Executable marketing campaigns may include emails, direct mail, online and mobile marketing/website campaigns and content development, social media, newsletter articles, statement inserts, brochures, Member testimonials photos or videos and other tactics.
• Monitoring and reporting on campaign results
• Acting as lead marketer on matrix or automated marketing efforts. This may include establishing new programs or enhancing existing programs. Examples include targeting single service households with the next best cross sell based on demographic and product information, or matrix efforts related to improving products per household.
• Creating and collaborating with internal resources to provide Marketing Department campaign update reports that summarize marketing efforts and results.
• Acting as lead specialist and/or providing support on a variety of marketing projects, events and efforts.
• Assisting with a variety of quality control, proofreading tasks and other marketing support as requested.
• Providing excellent service to Members, Officials, management, staff, vendors and community contacts and ensures positive relationships with a diverse group of people.
• Supporting Marketing Department management and staff with written/verbal communications and providing reports that include strategic & tactical marketing recommendations to ensure effective results. This may include using predictive analytics and tools that aid in target marketing.
• Supporting Marketing & Communications|PR Departments and the organization with events and other efforts that support the promotion, communication and growth of the organization.
• Participating as a team player in the Marketing Department.
• Acting as key marketing research resource to support marketing research efforts. This may include running reports from the MCIF and analyzing and making recommendations, gaining data from resources such as Callahan’s, CUNA or other sources, gathering economic or competitor data, performing Member surveys, coordinating focus groups or supporting other quantitative and qualitative research needed by the organization.
• May conduct other surveys of the membership and potential members, including working with the Credit Union’s Remote Delivery Department to place surveys on the company website, communicating to staff, tracking and reporting results.
• Preparing reports of findings, illustrating data graphically and translating findings into written text. May include summarizing and presenting information and findings.
• Staying informed of trends and related events and developments and actively shares this information with management, department and others as needed.
• Following policies and procedures; reports changes as needed.
• Staying up to date by attending training, reviewing professional publications, monitoring industry statistics, following trends, interfacing with vendors/business partners, networking and maintaining professional relationships in order to enhance technical knowledge.
• Monitoring industry statistics and follows trends in trade literature and reports relative findings
• Analyzing the market place and competitor activities and working closely with Marketing Coordinator to prepare ALCO Committee marketing report on competition and environment related to advertising and marketing. May also provide analysis and other reports as requested to support ALCO.
• Providing support to Credit Union advocacy efforts by providing research, analysis, reports and communication.
• Taking active role in community events and contributing to local area non-profits via volunteerism, expert knowledge sharing, and serving as an ambassador in the community on behalf of RCU.

Knowledge, Skills and Abilities

• Advanced knowledge of MCIF, Customer Relationship Management and database system or similar database systems.
• Excellent knowledge of data and data reporting.
• Advanced knowledge of survey methods, tools, resources and techniques.
• Proficient in computer skills including Word, Excel, PowerPoint, mapping software and MCIF systems or similar database systems.
• Excellent organizational skills and ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.
• Ability to analyze situations and make recommendations.
• Ability to effectively research, analyze and report data. Also has ability to make recommendations based on data findings.
• Strong communication skills, including verbal, written and presentation skills.
• Strong marketing knowledge including marketing concepts, processes and procedures.
• Ability to establish and maintain effective working relationships with a diverse group of people.

Education/Experience

• Bachelor’s degree required.
• A combination of education and experience in market research, database management, business (with an emphasis or concentration in market research) or closely related field
• 3-5 years of specific job related experience, including market research within the financial services industry will be considered.

Service ~ Trust ~ People ~ Cooperation

We are an Equal Opportunity Employer

Redwood Credit Union is looking for an Payroll Specialist who wants something more! As the Payroll Specialist within our Accounting Department, you will be responsible for a variety of tasks which would include: 

• Maintaining the payroll processing function to include managing employee payroll/timesheet records, reviewing input for completeness, ensuring payroll systems are correctly updated in a timely fashion, maintaining centralized payroll/HR records, and overseeing distribution of paychecks.
• Taking initiative to ensure excellent service to employees.
• Working knowledge of a variety of payroll concepts, practices and procedures.
• Relying on extensive experience and judgment to plan, accomplish goals and perform a variety of tasks.
• Responsible for documenting, maintaining and keeping up to date and making recommended changes to current procedures. Responsible for cross training payroll backup on all applicable payroll functions.
• Ensuring employee and HR change requests are correctly updated in the Payroll system to include changes in wages, tax status, withholdings, deductions, direct deposit and all other aspects pertaining to miscellaneous changes.
• Coordinating and interacting with federal and state agencies on issues pertaining to employee compensation, general deductions, benefits and retirement.
• Processing terminations, leave buyout, out of sequence paycheck conditions, paycheck advance reimbursements, and involuntary deductions such as employee levies and garnishments.
• Maintaining the UltiPro database to include setting up accounts, add/edit/delete employees, resetting passwords, special pay codes, etc.
• Organizing, reviewing and submitting forms as appropriate associated with federal, state and local authorities, such as W2’s and compensation records for the Department of Labor.
• Researching, analyzing and resolving payroll-related problems or questions including investigation and resolution of questions and discrepancies in paychecks.
• Automating recurring payroll management reports and develop new recurring reports as requested by Accounting/Finance, ERD and RCU management.
• Overseeing the employee incentive program (EPIP)/Merit process and making appropriate recommendations to managers.
• Training staff in the practice of reporting time electronically and communicating to management any changes in procedures.
• Reconciling and preparing General Ledger accounts associated with Payroll.
• Must be self-directed and may lead or direct the work of others in payroll related functions.

Knowledge, Skills and Abilities

• 5+ Years’ experience with Payroll Systems. UltiPro Payroll experience preferred.
• Extensive knowledge of general accounting practices and principles.
• Maintain timekeeping software and report generation, UltiPro experience preferred.
• Working knowledge of payroll best practices.
• Strong knowledge of local, state and federal regulations.
• Strong PC skills including proficiency in Excel.
• Intermediate knowledge of Access a plus.
• Strong interpersonal (verbal and written) communication skills.
• Ability to communicate with various levels of management.
• Ability to establish and maintain effective working relationships with a diverse group of people.
• High degree of discretion required ensuring employee privacy.
• High degree of professionalism.
• Decision-making, problem-solving, and analytical skills.
• Organizational, multi-tasking, and prioritizing skills.

Why work for Redwood Credit Union?

• Local financial institution, providing unparalleled service since 1950
• Healthiest Credit Union in the USA, rated by Glatt Consulting
• Voted Best Places to Work in the North Bay 12 years in a row
• Voted Best Company to do Business With in Sonoma County 4 years in a row
• Located in Santa Rosa: the heart of wine country! (1 hour north of San Francisco)
• Competitive compensation and fantastic benefits package
• World-class employee engagement scores

Education/Experience

A combination of education and experience equivalent to a Bachelor’s degree and/or processing and managing payroll in either an Accounting or Human Resources department of 5+ years.

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

PM17

How does leading the Finance team of almost a 6 billion dollar local financial institution and community partner pique your interest? Wanting to work at a place that refers to “Service” not as a colloquialism, but rather as a daily motto and mission? Look no further: Redwood Credit Union is looking for a Finance Manager that wants something more!

Providing day-to-day leadership over the Finance staff. Managing the preparation of Annual Budget, ALM reporting, Liquidity reporting, Profitability Analytics, Risk Analytics, various department reports, and management committee reports. Ensuring operational effectiveness for the finance processes with an eye for detail and accuracy and a curiosity for numbers. Responsible for managing the reporting process of interest rate risk and credit risk modeling and providing risk analytics for the Board, Finance, ALCO and Credit Risk Committees along with Executive and Senior Management. Participating in developing and maintaining the RCU Data Warehouse. Responsible for managing data analytics for daily , monthly, quarterly, semi-annual and annual reporting as it relates to financial reporting.

Assisting SVP/Accounting and Finance in creating reports to help management make key business decisions and requiring knowledge of and competency in Asset Liability Management, accounting principles and practices, financial reporting, economic analysis, budgeting and proficiency in business writing and accuracy of numbers. May interact with the Senior Leadership Team from time to time. Working with complex analytics and assignments of a difficult nature. Will work closely with SVP/Accounting and Finance to provide and create reports and analysis that are necessary for current and future business decisions.

Financial Reporting

• Manage the Finance staff in the preparation and review of the monthly financial statements after close of business, analytics schedules, graphs and variance analysis for the monthly Board Packet.
• Prepare and review reports for Asset Liability Committee, Finance Committee, Credit Committee and other committees as needed.
• Prepare and review Board and Management reports and analysis in accordance with internal, regulatory, or legal requirements, as warranted.
• Understands and determines the needs of financial reporting for management and creates reports that provide information for decision making and tracking actual results to budget.
• May work with auditors and examiners on annual audits and regulatory examinations.
• Plans and conducts in-depth analysis on a variety of comprehensive financial issues and prepares result summaries and recommendations to assist in managerial decision-making.
• Serves as a resource to RCU management and staff to help them better understand financial results and measurement systems as well as responding to report and analysis requests that have been properly approved.

Budgeting and Forecasting

• Coordinates and directs staff during the Annual Budget process.
• Collaborates with SVP/Accounting and Finance on the annual budget.
• Prepares financial forecasting of net income, capital, and balance sheet trends.
• Prepares deposit growth forecasts over multiple time horizons.

Interest Rate Risk Management:

• Ensure the ALM model inputs, assumptions, formulas, and risk quantification outputs are accurate and reasonable.
• Develops relevant reporting formats based on direction from Executive and Senior Management.
• Calibrates ALM model on periodic basis, and provides recommendations to the SVP/Accounting and Finance for adjustments to the model inputs, assumptions and formulas.
• Provides interest rate risk data to support ALCO understanding decision-making related to balance sheet management and product pricing.
• Create reports on interest rate risk for consideration by the SVP/Accounting and Finance.
• Supports management on other financial issues through analysis and creating of models showing possible financial impact in related scenarios.
• Interacts with third parties providing financial and risk analytics for strategy and model validation purposes.
• Participates and directs the Finance staff in the annual budgeting process and the monthly forecasting process by modeling a variety of financial scenarios in the Profitstar system.
• Maintain the quarterly and annual liquidity testing.

Other areas of concentration will include: Profitability Analytics, Data Warehouse Management, Credit Risk Management, Administration and other duties as assigned.

SUPERVISORY RESPONSIBILITIES:

• 1 - Budget Analyst
• 1 - Assistant Finance Manager

Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:

• Healthiest Credit Unions in the USA, rated by Glatt Consulting
• Voted Best Places to Work in the North Bay 12 years in a row
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• World-class employee engagement scores

• In-depth knowledge of ALM, budgeting, forecasting, variance reporting, financial auditing, accounting, finance and cost accounting related to credit union or financial institutions.
• In-depth advanced knowledge and proficiency of various software programs including: Excel, MS Work, PowerPoint, other Databases (primarily Access).
• Must have excellent professional business writing skills using proper English, grammar and punctuation. Must possess the ability to tell a written story using numbers and communicate effectively to the team and management both verbally and in writing.
• Must be detail oriented and exhibit a curiosity about numbers.
• Knowledge of accounting and financial statement presentation and analysis.
• Strong database and spreadsheet skills as well as excellent mathematical and analytics skills required.

Education/Experience:

Qualified candidate will have a combination of training and experience that would provide the knowledge and abilities listed above. This will include a Bachelor's Degree in Accounting or Finance, with 3 to 5 years of management experience including progressive responsibilities and a minimum of 7 to 10 years financial analysis experience. Experience in a depository financial institution processes and procedures or similar experience is preferred. 

Additionally, the ideal candidate has:

• CFA, Certified Public Accountant (CPA) or similar designation is highly desired

Tell us why you think you are our new Finance Manager! We are excited to hear how your skills, experience, and vision contribute to this award winning team!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

Are you passionate about designing, creating, leading and maintaining the strategic vision of business analytics? Wanting to work at a place that refers to “Service” as a daily motto and mission? Look no further: Redwood Credit Union is looking for a Business Analytics Manager that wants something more!

As the Business Analytics Manager, you are responsible for a variety of tasks which would include:

• Planning and conducting in-depth analyses on a variety of comprehensive business issues and prepares result summaries and recommendations.
• Responsible for providing the analytic support across a number of key business areas including Lending, Marketing, Payments, Member Experience and Financial Assistance.
• Developing predictive models and what-if analysis tool(s) and reports for risk monitoring and market intelligence and segmentation.
• Resolving problems through analysis of data, identification of root cause(s), evaluation of options, rendering of decisions and implementation of action.
• Planning and managing implementation of complex reporting and analysis projects ensuring execution and an elevated level of follow through.
• Spearheading effective interface with other RCU departments by directing/serving on committees.
• Preparing monthly reports and analysis designed to keep the Chief Lending Officer and Senior Leadership Team up to date.
• Implementing process improvements for department procedures and policies.
• Assuring compliance with budget by monitoring activities and reporting deviations.
• Supervising staff: goals, training, resources, support, feedback, and accountability.
• Promoting employee contributions and job satisfaction by providing development opportunities, a cooperative working environment, and strengthening working relationships.

Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:

• Healthiest Credit Unions in the USA, rated by Glatt Consulting
• Voted Best Places to Work in the North Bay 12 years in a row
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• World-class employee engagement scores

Knowledge, Skills and Abilities:

• Excellent database, spreadsheet, mathematical and analytical skills required.
• Advanced knowledge and proficiency of various software programs including: Excel, Word, PowerPoint, and Databases.
• Technical proficiency in SAS, SQL, Access and decision tree software preferred.
• Sound knowledge of database architecture and relational databases.
• Experience with depository financial institution financial modeling and forecasting and analysis of line of business profitability is preferred.
• Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches.
• Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans.
• Ability to establish and maintain effective working relationship with a diverse group of people including Board Members, regulators, members, employees, attorneys, vendors, and other parties.
• Ability to travel 20% of time. Work environment is indoors, majority of the time is spent sitting at a desk.

Supervisory Responsibilities:

• 1 Senior Business Intelligence Analyst
• 2 to 3 Business Intelligence Analysts

Education/Experience:

Qualified candidates will have a combination of education and experience equivalent to:

• Bachelor’s degree in Information Systems Management, Engineering, Mathematics or a closely related field.
• A minimum of five years’ of experience in managing a data-centric department.
• Experience in depository financial institution processes and procedures or similar experience is preferred.

Service ~ Trust ~ People ~ Cooperation

We are an Equal Opportunity Employer

PM17

We are looking for Call Center Representatives with experience working in a Call Center Environment and have a strong focus of providing outstanding Member Service by performing a variety of Member Service duties. These duties are associated with teller transactions, opening new accounts, loan transactions and cross selling Redwood Credit Union products and services.

As Call Center Representatives, you will be responsible for a variety of tasks which would include:

Service

• Answer the telephone within established performance and service guidelines.
• Complete phone transactions accurately and quickly.
• Disseminate and provide education of lending, CUSO and membership information to members.
• Respond with accurate information to Members' questions or transfers them to the appropriate department or person for further assistance.
• Research Members' problems and complaints and respond with accurate information to Members' questions through oral and/or written communication, or by directing them to
  the appropriate department or person for assistance.
• Deliver excellent Member service by implementing Credit Union policy and departmental procedures, and following RCU service philosophy and standards.

Sales

• Attain individual and departmental goals and objectives as established in the MSC performance standards.
• Cross-sells Credit Union products and services.

Support

• Post and balance daily work and maintain proper documentation.
• 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.

Knowledge, Skills and Abilities

• Knowledge of modern office methods, practices and procedures.
• Skilled in operations of personal computer with Internet and Intranet access in a Windows environment.
• Demonstrate 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 work a rotating schedule which will include working on rotating Saturdays.

Education/Experience

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

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

Are you passionate about providing great service and doing the right thing for your customers? Do you thrive in a fast paced environment where energy, enthusiasm, and authenticity are the key to success? How about working for an organization whose commitment to the community and its Members are evident in all that they do? Look no further: Redwood Credit Union is looking to hire a Senior Member Service Representative as part of its award winning team!

Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:

• Voted Best Places to Work in the North Bay 12 years in a row (and running!)
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Healthiest Credit Unions in the USA, rated by Glatt Consulting
• World-class employee engagement scores

Furthermore, we are committed to the ongoing career development and success of our staff, with an educational reimbursement program and promotional opportunities that abound! Join a company where its key investment is who they hire: YOU!

Being a Senior Member Service Representative starts by building relationships that are founded on people, cooperation, service and trust – and it is fundamental in how we distinguish ourselves in the financial services industry. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, employees, and service providers.

Furthermore, our service philosophy is people helping people through a consultative approach, ensuring our Members get the most value from products and services that make a profound and positive impact towards fulfilling our mission: “To passionately serve the best interest of our Members, employees, and communities.”

Your primary duties as a Senior Member Service Representative are to help branch management lead the day-to-day operations within a branch environment. In addition to leading teams and coaching branch staff, you will help in the handling of difficult situations with the utmost professionalism and tact. You will also be responsible for deepening credit union relationships through expanded services and service channels, opening accounts for both new and existing Members, and helping Members with their borrowing needs. We love to help our Members succeed, and it starts by hiring people impassioned by serving the best interests of others!

As a Senior Member Service Representative, the ideal candidate also has:

• A combination of education and experience equivalent to a high school diploma
• 2 years experience in a retail sales / cash handling environment

We want to hear from you and how you would make a great addition to our superb Senior Member Service Representative team!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

Wanting to work at a place that refers to “Service” not as a colloquialism, but rather as a daily motto and mission? Look no further: Redwood Credit Union is looking for a Card Security Representative I that wants something more!

As the Card Security Representative I, you will be responsible for a variety of tasks which include:

Member Servicing

• Assist with researching, processing, and completing plastic card claims, including posting provisional credits for plastic card disputes and fraud claims as required by applicable laws and regulations, and Visa Operating Rules.
• Assist with preparing appropriate Member correspondence regarding claim status.
• Assist with processing dispute/fraud chargebacks, representments, compliance, and arbitrations according to Visa Dispute Resolution Rules, Visa’s Operating Rules, and Star Operating Rules.
• Assist with maintaining dispute and fraud claim logs.
• Assist with auditing claims to ensure every recovery attempt has been made and claim balance agrees with general ledger.
• Assist with reviewing claims for possible Point of Compromise. If discovered, appropriately report to Visa, FICO, merchant, and law enforcement if appropriate.
• Monitors and evaluates emails from Visa’s Compromised Account Monitoring Service and coordinates cardholder notification and/or reissue of cards and reports associated losses.
• Assist with Falcon Fraud Monitoring Alerts.

Operations

• Compiles the CO-OP Falcon Fraud Report and distributes it.
• Complies the PSCU Falcon Fraud Report and distributes it.
• Audits all incoming claims to ensure all are accounted for in the Dispute Database.
• Audits the Fraud Cards Closed to ensure all cards have been captured/closed.
• Audits the Chargeback Completed Queue to ensure all chargebacks have been completed within Reg E timeframe.
• Audits the EMV Liability Chargeback Claims Queue to see which merchants are not EMV complaint and which are compliant so we’ll know which merchant we can chargeback unauthorized purchases.

Knowledge, Skills and Abilities

• Thorough knowledge of a PC and skilled in the use of word processing, spreadsheets, intranet, Internet and office equipment.
• Knowledge of basic Visa transactions including finance charges.
• Knowledge of ATM and Visa dispute process.
• Excellent oral and written communication, including the ability to effectively research and report data.
• Ability to prioritize and successfully manage multiple tasks and deadlines.
• Ability to analyze situations and recommend workable solutions.
• Ability to distinguish and process confidential material and information with discretion.

Additionally, the ideal candidate will have:

• A combination of education and experience equivalent to a high school diploma.
• Co-Op ATM system and/or credit union or financial institution experience.
• One year experience on the Visa FDR system.

Why join the team at Redwood Credit Union? We’re a great place to work and widely recognized as a leader in the financial services industry, with accolades that include:

• Rated second healthiest credit union in USA by Glatt Consulting
• Voted best places to work in the North Bay 12 years in a row
• Voted best company to do business with in Sonoma County
• Located in the heart of wine country (1 hour north of San Francisco)
• World-class employee engagement scores
• Best-in-Class member service scores

Tell us why you think you are our new Card Security Representative I!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

Does providing authentic, service-oriented sales pique your interest? Looking for an opportunity to share your automobile expertise by helping clients find their next vehicle, all the while focusing on relationship building in a no-haggle, no-hassle environment? Wanting to work at a place that refers to “Service” not as a colloquialism, but rather as a daily motto and mission? Look no further: Redwood Credit Union is looking for an Auto Sales Advisor who wants something more!

Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:

• Second Healthiest Credit Unions in the USA, rated by Glatt Consulting
• Voted Best Places to Work in the North Bay 12 years in a row
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Located in Santa Rosa: the heart of wine country! (1 hour north of San Francisco)
• World-class employee engagement scores

With your thorough knowledge of the automobile sales industry, coupled with expertise in aftermarket products such as GAP, Mechanical Breakdown Protection, Perma Plate and various accessories, you will provide exceptional automobile purchase experiences for both Members and Customers alike.

In your role, you will act as an advisor by helping Members and Customers to research, locate, and purchase both new and used automobiles, all the while providing recommendations and creating a genuine, one-stop solution. Your partnerships also include Redwood Credit Union Branches and referrals, Dealerships, and a number of local service providers. In this dynamic team environment, you’ll get to work in a multi-faceted and fulfilling role, while remaining focused on the wants and needs of your clients.

Additionally, the ideal candidate has:

• Ability to commute between auto services center in Santa Rosa and branches as assigned.
• Ability to qualify for and maintain a valid DMV Salesperson License, California Driver’s Licenses, and insurance on RCU Auto Services’ insurance policy
• A combination of education and experience equivalent to a high school diploma
• 4+ years of automotive sales experience
• Bank or Credit Union experience a plus!

Tell us why you think you are our new Auto Sales Advisor! We are excited to hear how your skills, experience, and vision contribute to our team!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

Are you passionate about providing great service and doing the right thing for your customers, staff, and community? Do you thrive in a fast paced environment where energy, enthusiasm, and authenticity are the key to success? Look no further:

Redwood Credit Union is looking for a Branch Manager II to lead the team at our San Francisco Market Street Branch!

We’re a great place to work and widely recognized as a leader in the financial services industry, with accolades that include:

• Voted Best Places to Work in the North Bay 12 years in a row (and running!)
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Healthiest Credit Unions in the USA, rated by Glatt Consulting
• World-class employee engagement scores

Being a Branch Manager II starts by building strong relationships that are founded on people, cooperation, service, and trust – and it is fundamental in how we distinguish ourselves in the financial services industry.

Branch Leadership

As a leader in our branch network, you’ll serve a critical role in the mentorship you provide to staff, in the relationships you build within our communities, and in how our Mission, Vision, Values, Service Standards, and Brand promise are all delivered.

Member Value of our Services

We think outside the box and challenge what traditional financial services look like by providing superior products that are truly one of a kind, coupled with service that is out of this world! We inspire others through our acts of stewardship and by embracing the credit union philosophy of “people helping people” in all that we do. We love to help our Members succeed, and it shows.

Your Role as the San Francisco Market Street Branch Manager

As the San Francisco Market Street Branch Manager, you will be establishing new, key business relationships within the community, while identifying and driving additional opportunities through continued community involvement and business development efforts. As opposed to traditional Branch Management roles at other organizations, this is one that is largely focused on community involvement, establishing new relationships, and helping to grow the Branch, the Organization, and the Brand through effective and meaningful strategies.

You will also act as a Sales Coach for your team, cultivating an effective sales and service culture by mentoring branch staff and by recognizing and rewarding them for their achievements.

While you will oversee the day-to-day operations of the branch, including providing leadership and support to the San Francisco Market Street team, this is a great opportunity for a proven and successful Branch Manager to expand upon their skill sets through a unique role that is people-focused and results-driven!

As the San Francisco Market Street Branch Manager II , the ideal candidate also has:

• A combination of education and experience equivalent to a Bachelor’s degree in Business Administration, Accounting, Finance or closely related field
• 4+ years experience in management of financial services, sales, or operational management
• Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law

We want to hear from you and how you would help to lead our San Francisco Market Street team as the Branch Manager II! We’re especially excited to hear how your member-centric focus will play a critical role in creating a strong presence in the San Francisco community!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

Are you passionate about providing great service and doing the right thing for your customers? Do you thrive in a fast paced environment where energy, enthusiasm, and authenticity are the key to success? How about working for an organization whose commitment to the community and its Members are evident in all that they do? Look no further: Redwood Credit Union is looking to hire Member Service Representatives as part of its award winning team!

Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:

• Voted Best Places to Work in the North Bay 12 years in a row (and running!)
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Healthiest Credit Unions in the USA, rated by Glatt Consulting
• World-class employee engagement scores

Furthermore, we are committed to the ongoing career development and success of our staff, with an educational reimbursement program and promotional opportunities that abound! Join a company where its key investment is who they hire: YOU!

Being a Member Service Representative starts by building relationships that are founded on people, cooperation, service and trust – and it is fundamental in how we distinguish ourselves in the financial services industry. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, employees, and service providers.

Furthermore, our service philosophy is people helping people through a consultative approach, ensuring our Members get the most value from products and services that make a profound and positive impact towards fulfilling our mission: “To passionately serve the best interest of our Members, employees, and communities.”

Your primary duties as a Member Service Representative are to deepen credit union relationships through expanded services and service channels, open accounts for both new and existing Members, and help Members with their borrowing needs, whether simple or complex, through Redwood Credit Union’s rich product and service offerings. We love to help our Members succeed, and it starts by hiring people impassioned by serving the best interests of others!

As a Member Service Representative, the ideal candidate also has:

• A combination of education and experience equivalent to a high school diploma
• 18+ months experience in a retail sales / cash handling environment
• Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law
• Previous financial institution experience preferred but not required (e.g. Personal Banker, Relationship Banker, Customer Service Representative/Manager, etc.)

We want to hear from you and how you would make a great addition to our superb Member Service Representative team!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

PM17

We are looking for Call Center Representatives with experience working in a Call Center Environment and have a strong focus of providing outstanding Member Service by performing a variety of Member Service duties. These duties are associated with teller transactions, opening new accounts, loan transactions and cross selling Redwood Credit Union products and services.

As Call Center Representatives, you will be responsible for a variety of tasks which would include:

Service

• Answer the telephone within established performance and service guidelines.
• Complete phone transactions accurately and quickly.
• Disseminate and provide education of lending, CUSO and membership information to members.
• Respond with accurate information to Members' questions or transfers them to the appropriate department or person for further assistance.
• Research Members' problems and complaints and respond with accurate information to Members' questions through oral and/or written communication, or by directing them to
  the appropriate department or person for assistance.
• Deliver excellent Member service by implementing Credit Union policy and departmental procedures, and following RCU service philosophy and standards.

Sales

• Attain individual and departmental goals and objectives as established in the MSC performance standards.
• Cross-sells Credit Union products and services.

Support

• Post and balance daily work and maintain proper documentation.
• 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.

Knowledge, Skills and Abilities

• Knowledge of modern office methods, practices and procedures.
• Skilled in operations of personal computer with Internet and Intranet access in a Windows environment.
• 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 rotating Saturdays.

Education/Experience

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

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

PM17

How does providing Member-Clients with investment, retirement, and educational planning and advice at a multi-billion dollar local financial institution pique your interest? Wanting to work at a place that refers to “Service” not as a colloquialism, but rather as a daily motto and mission? Look no further: Redwood Credit Union is looking for a Financial Advisor who wants something more!

Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:

• Second Healthiest Credit Union in the USA, rated by Glatt Consulting
• Voted Best Places to Work in the North Bay 12 years in a row
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• World-class employee engagement scores
• Large Business of the Year

Building strong relationships with clients, broker-dealers, internal staff, and other community partners, you will be part of the award winning Wealth Management team at an organization which has over 450 million dollars in assets under management.

Furthermore, with your in-depth knowledge of financial planning and investments, in addition to your client-centric service philosophy, you will coordinate, communicate, advise, and execute credit union Member’s long term financial needs. Covering specified branches, Financial Advisors have the opportunity to partner with branch staff in order to identify those Members in need of help. Your individual focus on your clients and their needs for financial products and services will be conducted at the highest level of integrity and genuine care for your clients’ financial success.

Additionally, the ideal candidate has:

• A combination of education and experience equivalent to an Associate’s degree in a closely related field
• 4+ years of progressively responsible investment sales experience with a credit union, bank or investment company
• Licensed for Securities Series 7, 6, 63, 65 and/or 66 and California Life/Health Insurance

Tell us why you think you are our new Financial Advisor! We are excited to hear how your skills, experience, and vision contribute to this team!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

Are you passionate about providing great service and doing the right thing for your customers? Do you thrive in a fast paced environment where energy, enthusiasm, and authenticity are the key to success? How about working for an organization whose commitment to the community and its Members are evident in all that they do? Look no further: Redwood Credit Union is looking to hire Member Service Representatives as part of its award winning team!

Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:

• Voted Best Places to Work in the North Bay 12 years in a row (and running!)
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Healthiest Credit Unions in the USA, rated by Glatt Consulting
• World-class employee engagement scores

Furthermore, we are committed to the ongoing career development and success of our staff, with an educational reimbursement program and promotional opportunities that abound! Join a company where its key investment is who they hire: YOU!

Being a Member Service Representative starts by building relationships that are founded on people, cooperation, service and trust – and it is fundamental in how we distinguish ourselves in the financial services industry. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, employees, and service providers.

Furthermore, our service philosophy is people helping people through a consultative approach, ensuring our Members get the most value from products and services that make a profound and positive impact towards fulfilling our mission: “To passionately serve the best interest of our Members, employees, and communities.”

Your primary duties as a Member Service Representative are to deepen credit union relationships through expanded services and service channels, open accounts for both new and existing Members, and help Members with their borrowing needs, whether simple or complex, through Redwood Credit Union’s rich product and service offerings. We love to help our Members succeed, and it starts by hiring people impassioned by serving the best interests of others!

As a Member Service Representative, the ideal candidate also has:

• A combination of education and experience equivalent to a high school diploma
• 18+ months experience in a retail sales / cash handling environment
• Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law
• Previous financial institution experience preferred but not required (e.g. Personal Banker, Relationship Banker, Customer Service Representative/Manager, etc.)

We want to hear from you and how you would make a great addition to our superb Member Service Representative team!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

PM17

How does providing Member-Clients with investment, retirement, and educational planning and advice at a multi-billion dollar local financial institution pique your interest? Wanting to work at a place that refers to “Service” not as a colloquialism, but rather as a daily motto and mission? Look no further: Redwood Credit Union is looking for a Financial Advisor who wants something more!

Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:

• Healthiest Credit Union in the USA, rated by Glatt Consulting
• Voted Best Places to Work in the North Bay 12 years in a row
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• World-class employee engagement scores
• Large Business of the Year

Building strong relationships with clients, broker-dealers, internal staff, and other community partners, you will be part of the award winning Wealth Management team at an organization which has over 450 million dollars in assets under management.

Furthermore, with your in-depth knowledge of financial planning and investments, in addition to your client-centric service philosophy, you will coordinate, communicate, advise, and execute credit union Member’s long term financial needs. Covering specified branches, Financial Advisors have the opportunity to partner with branch staff in order to identify those Members in need of help. Your individual focus on your clients and their needs for financial products and services will be conducted at the highest level of integrity and genuine care for your clients’ financial success.

Additionally, the ideal candidate has:

• A combination of education and experience equivalent to an Associate’s degree in a closely related field
• 4+ years of progressively responsible investment sales experience with a credit union, bank or investment company
• Licensed for Securities Series 7, 6, 63, 65 and/or 66 and California Life/Health Insurance

Tell us why you think you are our new Financial Advisor! We are excited to hear how your skills, experience, and vision contribute to this team!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

Love where you work.

Do you have experience leading teams, have thorough knowledge of lending products, practices, rules and regulations, and love to unify a diverse group of people towards a common vision? Looking for a fulfilling career opportunity that harnesses your relationship building qualities and your industry expertise?

Look no further: Redwood Credit Union is looking for an Assistant Manager Mortgage Lending Operations who wants something more!

Redwood Credit Union is seeking an experienced professional in mortgage lending who cares about delivering an outstanding member experience and loves to say “yes” as often as possible. Redwood Credit Union has been voted by employees as one of Sonoma County’s “Best Places to Work” for 12 years running, was recently recognized as the healthiest credit union in the nation, and is known throughout the North Bay for incredibly strong community involvement through volunteerism, fundraising, and sponsorships. We are a top lender in the North Bay due to our outstanding loan programs, competitive rates, and our “makes sense” underwriting guidelines. As testament to our fantastic products and services, we were recently recognized as one of the “10 Best Credit Union Credit Cards” in the nation by GoBankingRates.com. With additional services that include auto and insurance brokering, as well valuable loan protection products, we are a one-stop, exceptional-service lender!

At Redwood Credit Union, you’re a part of an award winning team whose combination of competitive lending programs and services, outstanding service levels, and empowering work environment are unmatched. Doing the right thing is more than just a motto – it’s how we run our business.

Additionally, the ideal candidate has:

• A combination of education and experience equivalent to a bachelor's degree in business administration, finance or a closely related field
• 7 years progressively responsible experience in mortgage lending in a financial institution, with at least 4 years of that experience in the production environment.

Why work for Redwood Credit Union?

• Local financial institution, providing unparalleled service since 1950
• Healthiest Credit Unions in the USA, rated by Glatt Consulting
• Voted Best Places to Work in the North Bay 12 years in a row
• Voted Best Company to do Business With in Sonoma County 4 years in a row
• Located in Santa Rosa: the heart of wine country! (1 hour north of San Francisco)
• Competitive compensation and fantastic benefits package
• World-class employee engagement scores

Tell us why you think you are our new Assistant Manager Mortgage Lending Operations!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

The Brand and the Experience start with you.

We are looking for an experienced HR Generalist who will, with a strong focus on providing outstanding service, coordinate a variety of human resource activities in support of our Mission, Vision, Values, and Service Standards.

This individual will largely lead all compliance, compensation, leaves of absence, and workers’ compensation efforts, in partnership and with support of HR senior leadership and management. The ideal candidate must possess individual initiative, self-discipline, integrity, and strong leadership qualities!

As an addition to our growing team, this is an exciting opportunity to work for a local company voted "Best Places to Work" for 12 years in a row! With more than 550 employees, and a complex business environment that includes both the Credit Union and the Credit Union Services Group, you will be responsible for a variety of tasks which include but are not limited to:

Employee Relations

• Promote employee relations and RCU with employees at all levels when interacting with staff, members, and the community.
• Respond to, resolve, and escalate employee relations concerns appropriately; ensure smooth operations and a positive employee experience at all times.
• Serve as an additional point of contact to the HR Manager and HR Assistant Manager in providing support and counsel to employees, managers, and external vendors/partners as needed.

Compensation

• Create, update, and maintain job descriptions and Position Ranking to ensure accuracy and consistency for the organization.
• Analyze and evaluate job descriptions for appropriate FLSA classification and job grading. 
• Provide market data and internal equity analysis for recruiting and retention purposes, including forecasting and coordination with leadership.
• Coordinate annual salary and benefit surveys.
• Work with HR leadership to co-create the “company of the future” by ensuring job design, organizational talent needs, and company objectives can be met by appropriately scaling and designing staff roles.

Compliance

• Ensure all employee-employer related policies and procedures are compliant with any and all federal, state, municipal or other requirements.
• Work with line-managers, leadership, and others to create, update, and maintain all HR policies and procedures so that employee safety, wellness, and collaborative work environments are continually cultivated and that are consistent with the company’s mission, vision, values and service standards.
• Continually update Employee Handbook and Management Procedures in response to rapidly changing legislation and internal processes – make this a living document.
• Conduct Workplace Harassment training at New Employee Orientation.
• Prepare all compliance related reports, such as the annual EEO-1 Report.

Leaves of Absence and Workers’ Compensation

• Coordinate and administer leaves of absence tracking and notification, including FMLA/CFRA/PDL/PFL and Workers’ Compensation leaves and claims, to ensure compliance with all protected and non-protected leave requirements.
• Responsible for managing entire W.C. claims process, and coordinating sensitive communications between managers, employees, and W.C. carrier.
• Coordinate Quarterly W.C. review process.
• In coordination with Facilities, Information Technology, management and outside partners, schedule ergonomic work evaluations while addressing and pro-actively resolving ergonomic issues and concerns.

...while also supporting:

• Strategic Projects and Technology Initiatives

Knowledge, Skills and Abilities

The ideal candidate will minimally possess:

• 5 plus years human resources experience, including that of a lead role in two or more of the core areas noted above (WC, LOA, Compliance, and/or Compensation)
• Excellent interpersonal skills and abilities.
• Thorough knowledge of principles, practices and techniques of modern human resources management.
• Expert and current knowledge of California and federal labor laws, rules, and regulations.
• Outstanding computer skills with a natural aptitude of learning new applications/technologies on the fly.
• Ability to work independently while using discretion, tact, and sensitivity for employee relations matters of all kinds.
• Excellent verbal and written communication skills.
• Ability to thrive in a changing, deadline oriented environment that requires a high degree of attention to detail, delivery, and ongoing follow-through.

Why work for Redwood Credit Union?

• Local financial institution, providing unparalleled service since 1950
• Healthiest Credit Union in the USA, rated by Glatt Consulting
• Voted Best Places to Work in the North Bay 12 years in a row
• Voted Best Company to do Business With in Sonoma County 4 years in a row
• Located in Santa Rosa: the heart of wine country! (1 hour north of San Francisco)
• Competitive compensation and fantastic benefits package
• World-class employee engagement scores

Licenses and Certifications

• CP/SCP or PHR/SPHR certification preferred but not required.
• Must maintain a valid California driver’s license.

Education and Experience

• A combination of education and experience equivalent to a bachelor's degree in human resources, business administration, management, or closely related field.
• Five or more years’ experience in human resources.

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

PM17

Are you passionate about providing great service and doing the right thing for your customers? Do you thrive in a fast paced environment where energy, enthusiasm, and authenticity are the key to success? How about working for an organization whose commitment to the community and its Members are evident in all that they do? Look no further: Redwood Credit Union is looking to hire Member Service Representatives as part of its award winning team!

Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:

• Voted Best Places to Work in the North Bay 12 years in a row (and running!)
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Healthiest Credit Unions in the USA, rated by Glatt Consulting
• World-class employee engagement scores

Furthermore, we are committed to the ongoing career development and success of our staff, with an educational reimbursement program and promotional opportunities that abound! Join a company where its key investment is who they hire: YOU!

Being a Member Service Representative starts by building relationships that are founded on people, cooperation, service and trust – and it is fundamental in how we distinguish ourselves in the financial services industry. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, employees, and service providers.

Furthermore, our service philosophy is people helping people through a consultative approach, ensuring our Members get the most value from products and services that make a profound and positive impact towards fulfilling our mission: “To passionately serve the best interest of our Members, employees, and communities.”

Your primary duties as a Member Service Representative are to deepen credit union relationships through expanded services and service channels, open accounts for both new and existing Members, and help Members with their borrowing needs, whether simple or complex, through Redwood Credit Union’s rich product and service offerings. We love to help our Members succeed, and it starts by hiring people impassioned by serving the best interests of others!

As a Member Service Representative, the ideal candidate also has:

• A combination of education and experience equivalent to a high school diploma
• 18+ months experience in a retail sales / cash handling environment
• Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law
• Previous financial institution experience preferred but not required (e.g. Personal Banker, Relationship Banker, Customer Service Representative/Manager, etc.)

We want to hear from you and how you would make a great addition to our superb Member Service Representative team!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

Are you passionate about providing great service and doing the right thing for your customers? Do you thrive in a fast paced environment where energy, enthusiasm, and authenticity are the key to success? How about working for an organization whose commitment to the community and its Members are evident in all that they do? Look no further: Redwood Credit Union is looking to hire Member Service Representatives as part of its award winning team!

Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:

• Voted Best Places to Work in the North Bay 12 years in a row (and running!)
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Healthiest Credit Unions in the USA, rated by Glatt Consulting
• World-class employee engagement scores

Furthermore, we are committed to the ongoing career development and success of our staff, with an educational reimbursement program and promotional opportunities that abound! Join a company where its key investment is who they hire: YOU!

Being a Member Service Representative starts by building relationships that are founded on people, cooperation, service and trust – and it is fundamental in how we distinguish ourselves in the financial services industry. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, employees, and service providers.

Furthermore, our service philosophy is people helping people through a consultative approach, ensuring our Members get the most value from products and services that make a profound and positive impact towards fulfilling our mission: “To passionately serve the best interest of our Members, employees, and communities.”

Your primary duties as a Member Service Representative are to deepen credit union relationships through expanded services and service channels, open accounts for both new and existing Members, and help Members with their borrowing needs, whether simple or complex, through Redwood Credit Union’s rich product and service offerings. We love to help our Members succeed, and it starts by hiring people impassioned by serving the best interests of others!

As a Member Service Representative, the ideal candidate also has:

• A combination of education and experience equivalent to a high school diploma
• 18+ months experience in a retail sales / cash handling environment
• Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law
• Previous financial institution experience preferred but not required (e.g. Personal Banker, Relationship Banker, Customer Service Representative/Manager, etc.)

We want to hear from you and how you would make a great addition to our superb Member Service Representative team!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

Are you passionate about providing great service and doing the right thing for your customers? Do you thrive in a fast paced environment where energy, enthusiasm, and authenticity are the key to success? How about working for an organization whose commitment to the community and its Members are evident in all that they do? Look no further: Redwood Credit Union is looking to hire Member Service Representatives as part of its award winning team!

Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:

• Voted Best Places to Work in the North Bay 12 years in a row (and running!)
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Healthiest Credit Unions in the USA, rated by Glatt Consulting
• World-class employee engagement scores

Furthermore, we are committed to the ongoing career development and success of our staff, with an educational reimbursement program and promotional opportunities that abound! Join a company where its key investment is who they hire: YOU!

Being a Member Service Representative starts by building relationships that are founded on people, cooperation, service and trust – and it is fundamental in how we distinguish ourselves in the financial services industry. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, employees, and service providers.

Furthermore, our service philosophy is people helping people through a consultative approach, ensuring our Members get the most value from products and services that make a profound and positive impact towards fulfilling our mission: “To passionately serve the best interest of our Members, employees, and communities.”

Your primary duties as a Member Service Representative are to deepen credit union relationships through expanded services and service channels, open accounts for both new and existing Members, and help Members with their borrowing needs, whether simple or complex, through Redwood Credit Union’s rich product and service offerings. We love to help our Members succeed, and it starts by hiring people impassioned by serving the best interests of others!

As a Member Service Representative, the ideal candidate also has:

• A combination of education and experience equivalent to a high school diploma
• 18+ months experience in a retail sales / cash handling environment
• Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law
• Previous financial institution experience preferred but not required (e.g. Personal Banker, Relationship Banker, Customer Service Representative/Manager, etc.)

We want to hear from you and how you would make a great addition to our superb Member Service Representative team!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

Love what you do!

Redwood Credit Union is seeking a Mortgage Loan Coordinator who cares about delivering an outstanding member experience and loves to say “yes” as often as possible. Redwood Credit Union has been voted by employees as one of Sonoma County’s “Best Places to Work” for 12 years running, was recently recognized as the healthiest credit union in the nation, and is known throughout the North Bay for incredibly strong community involvement through volunteerism, fundraising, and sponsorships. 

Our creed is “We love to help you succeed" and it spans all aspects of financial wellness, and particularly to mortgage lending. We are a top mortgage lender in the North Bay due to our outstanding loan programs, highly competitive pricing, and our “makes sense” underwriting guidelines. 

Look no further: Redwood Credit Union is looking for a Mortgage Loan Coordinator that wants something more!

Doing the right thing for our Members is fundamental to how we run our business. As the Mortgage Loan Coordinator at Redwood Credit Union, you’re a part of an award-winning team whose combination of competitive programs, pricing, outstanding service levels, and an empowering work environment are unmatched.

Knowledge, Skills and Abilities

• Thorough knowledge in the use of Internet-based loan origination software.
• Knowledge of real estate principles, practices, rules, regulations and sales.
• Knowledge of investor guidelines and compliance requirements.
• Skill in the operation of personal computers with intranet and Internet access, and office equipment.
• Ability to communicate effectively both verbally and in writing.
• Ability to establish and maintain effective work relationships with a diverse group of people including vendors and other Credit Union employees.
• Ability to act independently and confidentially, using discretion and tact.
• Ability to analyze situations and recommend workable solutions.
• Ability to coordinate a variety of activities simultaneously and prioritize work.
• Ability and desire to work in a team environment.

Additionally, the ideal candidate has:

A combination of education and experience equivalent to a high school diploma, plus 1 to 2 years’ experience in mortgage lending industry or closely related field.

Why work for Redwood Credit Union?

• Local financial institution, providing unparalleled service since 1950
• Healthiest Credit Unions in the USA, rated by Glatt Consulting
• Voted Best Places to Work in the North Bay 12 years in a row
• Voted Best Company to do Business With in Sonoma County 4 years in a row
• Located in Santa Rosa: the heart of wine country! (1 hour north of San Francisco)
• Competitive compensation and fantastic benefits package
• World-class employee engagement scores

Tell us why you think you are our new Mortgage Loan Coordinator!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

Are you passionate about providing great service and doing the right thing for your customers? Do you thrive in a fast paced environment where energy, enthusiasm, and authenticity are the key to success? How about working for an organization whose commitment to the community and its Members are evident in all that they do? Look no further: Redwood Credit Union is looking to hire Tellers as part of its award winning team!

Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:

• Voted Best Places to Work in the North Bay 12 years in a row (and running!)
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Healthiest Credit Unions in the USA, rated by Glatt Consulting
• World-class employee engagement scores

Furthermore, we are committed to the ongoing career development and success of our staff, with an educational reimbursement program and promotional opportunities that abound! Join a company where its key investment is who they hire: YOU!

Being a Teller at Redwood Credit Union is about something more: you build relationships that are founded on people, cooperation, service and trust – and it is fundamental in how we distinguish ourselves in the financial services industry. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, employees, and service providers.

Furthermore, our service philosophy is people helping people through a consultative approach, ensuring our Members get the most value from products and services that make a profound and positive impact towards fulfilling our mission: “To passionately serve the best interest of our Members, employees, and communities.”

From making a withdrawal to purchasing a car, buying one’s first house to planning for retirement – and anything in between – we love to help our Members succeed, and it starts by hiring people impassioned by serving the best interests of others!

As a Teller, the ideal candidate also has:

• A combination of education and experience equivalent to a high school diploma
• 6+ months experience in a retail sales / cash handling environment
• Strong multitasker and collaborator who prefers to work in a team environment
• An unparalleled drive to do the right thing and provide great service!

We want to hear from you and how you would make a great addition to our superb Teller team!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

Are you passionate about providing great service and doing the right thing for your customers? Do you thrive in a fast paced environment where energy, enthusiasm, and authenticity are the key to success? How about working for an organization whose commitment to the community and its Members are evident in all that they do? Look no further: Redwood Credit Union is looking to hire a Temporary Teller as part of its award winning team!

Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:

• Voted Best Places to Work in the North Bay 12 years in a row (and running!)
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Healthiest Credit Unions in the USA, rated by Glatt Consulting
• World-class employee engagement scores

Furthermore, we are committed to the ongoing career development and success of our staff, with an educational reimbursement program and promotional opportunities that abound! Join a company where its key investment is who they hire: YOU!

Being a Temporary Teller at Redwood Credit Union is about something more: you build relationships that are founded on people, cooperation, service and trust – and it is fundamental in how we distinguish ourselves in the financial services industry. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, employees, and service providers.

Furthermore, our service philosophy is people helping people through a consultative approach, ensuring our Members get the most value from products and services that make a profound and positive impact towards fulfilling our mission: “To passionately serve the best interest of our Members, employees, and communities.”

From making a withdrawal to purchasing a car, buying one’s first house to planning for retirement – and anything in between – we love to help our Members succeed, and it starts by hiring people impassioned by serving the best interests of others!

As a Teller, the ideal candidate also has:

• A combination of education and experience equivalent to a high school diploma
• 6+ months experience in a retail sales / cash handling environment
• Strong multitasker and collaborator who prefers to work in a team environment
• An unparalleled drive to do the right thing and provide great service!

We want to hear from you and how you would make a great addition to our superb Teller team!

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer

We are looking for Call Center Representatives with experience working in a Call Center Environment and have a strong focus of providing outstanding Member Service by performing a variety of Member Service duties. These duties are associated with teller transactions, opening new accounts, loan transactions and cross selling Redwood Credit Union products and services.

As Call Center Representatives, you will be responsible for a variety of tasks which would include:

Service

• Answer the telephone within established performance and service guidelines.
• Complete phone transactions accurately and quickly.
• Disseminate and provide education of lending, CUSO and membership information to members.
• Respond with accurate information to Members' questions or transfers them to the appropriate department or person for further assistance.
• Research Members' problems and complaints and respond with accurate information to Members' questions through oral and/or written communication, or by directing them to
  the appropriate department or person for assistance.
• Deliver excellent Member service by implementing Credit Union policy and departmental procedures, and following RCU service philosophy and standards.

Sales

• Attain individual and departmental goals and objectives as established in the MSC performance standards.
• Cross-sells Credit Union products and services.

Support

• Post and balance daily work and maintain proper documentation.
• 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.

Knowledge, Skills and Abilities

• Knowledge of modern office methods, practices and procedures.
• Skilled in operations of personal computer with Internet and Intranet access in a Windows environment.
• 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 rotating Saturdays.

Education/Experience

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

Service ~ Trust ~ People ~ Cooperation
We are an Equal Opportunity Employer