Member Service Center Representative

United States·NapaFull-Timemid

OtherMember Services Representative

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Quick Summary

Overview

Redwood Credit Union is looking for a Full Time Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.

Key Responsibilities

Service: o Answer the telephone within established performance and service guidelines. o Complete phone transactions accurately and efficiently. o Disseminate and provide education of lending, CUSO and membership information to callers.

Technical Tools

OtherMember Services Representative

Key Responsibilities

Service:

o Answer the telephone within established performance and service guidelines.

o Complete phone transactions accurately and efficiently.

o Disseminate and provide education of lending, CUSO and membership information to callers.

o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance

o Provide basic level technical support of our online and Mobile banking platforms

o Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.

Sales & Efficiency:

o Attain individual and departmental goals and objectives as established in the MSC performance standards.

o Cross-sells Credit Union products and services.

o Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.

Support:

o Post and balance daily work and maintain proper documentation.

o Utilize online manuals and knowledge repository as a resource

o Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.

o Compile data and complete work related to departmental reports.

o Maintain files, post records, make and check routine calculations

o Perform all functions in a security conscientious manner.

o Attend department meetings and contribute information as is appropriate.

Join us and discover why you'll love working at Redwood Credit Union!

ABOUT REDWOOD CREDIT UNION (RCU):

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.

Why work for Redwood Credit Union?

• 27th 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.

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.