Account Services Representative II
Santa Rosa, California
Payments – Account Services /
Full-Time /
On-site
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?
• 37th largest credit union in the U.S. and the largest financial institution based in the North Bay
• Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial
• Recognized by Newsweek as one of "America's Best Credit Unions 2024"
• Recognized by Forbes as one of “America’s Best Small Employers 2023"
• Voted Best Places to Work in the North Bay 19 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.
Join us and discover why you'll love working at Redwood Credit Union!
Redwood Credit Union is looking for an Account Services Representative II, who will provide quality service to Members and team members, while performing a variety of Member requests, deposit processing, data file transfers, reports, and administrative duties for the Account Services department.
ESSENTIAL FUNCTIONS:
Processing
• Manage the Remit progression ensuring every aspect of the process is accurately completed in the set time.
• Cross train to assist in processing of levies, as needed.
• Maintain confidentiality when working on team member accounts.
• Accurately maintain, update, and adjust Member accounts in a timely manner.
• Balance cash vault daily and ensure accuracies are being met.
• Accurately verify and process business courier deposits.
• Manage the certificate maturity notification renewals and accurately process the Member’s instruction changes.
• Oversee and fulfill a variety of document retrieval for legal requests and Member assistance.
• Complete account file maintenance daily, including Member name record information corrections, and account adjustments.
• Assist with the timely completion of Subpoenas and Search Warrants.
• Ensure proper document imaging for permanent retrieval.
• Manage the electronically transferred Member image files into Symitar and Synergy.
Administrative Tasks
• Contact vendors to schedule repair and maintenance on Remit & check scanner and cash counter. Order parts and supplies as needed.
• Process returned Visa Check cards and notate Member accounts accordingly.
• Oversee and complete incoming Verifications of Deposits (VOD) and account confirmations within the set time requirements.
• Provide monthly status to Account & Wires Services Manager.
• Maintain proper storage according to retention guidelines.
• Keep inventory of department supplies and order new items as needed.
Other Functions
• Analyze processes and recommend changes for efficiency and service.
• Cross train in other areas of the department allowing coverage with minimal knowledge gap.
• Participate in departmental meetings to disseminate pertinent information and discuss methods and procedures.
• Assist in Account Services training.
Minimum Qualification: Knowledge, Skills and Abilities
- Ability to work independently; self- motivated and resourceful.
- Good organizational skills and ability to handle multiple tasks and demands.
- Working knowledge of modern office equipment and ability to make mathematical computations.
- Ability to understand and follow complex written and verbal instructions.Highly detailed and accurate.
- Ability to work successfully in a high volume, technically demanding job.
- Ability to communicate effectively both verbally and in writing.
- Ability to work within time constraints and determine priorities.
- Ability to analyze situations and recommend solutions.
- Ability to establish and maintain effective working relationships with a diverse group of people.
- Ability to distinguish and manage confidential material and information.
Physical Requirements
- Ability to stand, bend, stoop, sit, walk, twist, reach overhead and turn.
- Ability to lift up to 45 pounds.
- Ability to use a computer keyboard and calculator.
- Work environment is indoors; majority of the time is spent sitting at a desk.
The ideal candidate has a combination of education and experience equivalent to a high school diploma, plus a minimum of two years of experience in customer or financial service with cash handling responsibilities.
Compensation: Base starting range: $22.00 to $28.00 per hour commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including:
• Competitive medical, dental, and vision insurance, mental health offerings
• Employee performance incentive plan
• Salary Advancement– Merit increase based on performance
• 401(k) program with employer match
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks:
• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!
Internal Team Members
If you are a current Team Member, please apply through the internal careers page located in RCUNET.
We are an Equal Opportunity Employer
