2 jobs found in Sebastopol, CA

Redwood Credit Union Redwood Credit Union is seeking a Full Time Senior Member Relationship Specialist, who will be responsible for performing operational duties, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers. Key Responsibilities Sales & Service: o Provide excellent service to all Members, volunteers, internal employees, and service providers. o Cross-sell RCU and RCUSG products and services. o Open accounts and match Member needs to RCU and RCUSG products and services. o Research Member problems and respond verbally and/or in writing or direct them to the appropriate person, or department. o Determine the appropriate loan product(s) to meet the Member(s) needs. o Obtain information from Member...

Redwood Credit Union Redwood Credit Union is looking for an Associate Financial Advisor who will be responsible for providing investment, retirement, annuity, advisory and educational investment planning, and advice to Members in an assigned region. Execute transactions for investment products, as licensed, to match Members' needs. Serve in partnership with an assigned mentoring Financial Advisor to increase territory coverage resulting in improved service and productivity for Branches served and overall program. Conduct regularly scheduled reviews with assigned clients to monitor progress toward client's financial goals. Key Responsibilities Service: o Provide exceptional customer service to all Member-clients. o Follow up with Members referred to Wealth Management Department by Branch and Member Service Center to schedule investment-needs meeting. o Provide regularly scheduled investment portfolio reviews. o Handle routine customer inquiries; effectively work with...