Feb 12, 2026
Redwood Credit Union
Redwood Credit Union is looking for an Investment Coordinator will be a productive contributor to the Wealth Management department. Under limited supervision, provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner. Key Responsibilities Member Service: o Provide exceptional service to all internal and external Members and partners. o Call Members referred to the Wealth Management department by branch, Member Service Center, or other referrals. o Make and receive calls from Members to assist with questions, investment transactions and problem resolution. o Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed. o Responsible for relationship building, including working with existing Investment Members and potential Investment Members. o Assist Advisors and department...
Professional Diversity Network
Napa, CA, USA
Full-Time
