Member Service Center Representative
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
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?
- 25th 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 2025"
- Top Corporate Philanthropists (#24)
- San Francisco Business Times
- Voted Best Places to Work in the North Bay 20 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.