Investment Representative (Bilingual Required)

Responsibilities

• o Identify and evaluate Member and team member needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement.
• o Proactively market and support all aspects assigned.
• o Identify and develop relationships with Wholesalers.
• o Identify and develop relationships with assigned departments and/or teams.
• o Keep current on investment products and services offered.
• o Identify and refer Members requiring in-person or more complex services to the appropriate Advisors.
• o Follow through on the service and sales goals set forth by the Investment Program.
• o Provide regular feedback to the branch team members, identified credit union executives and sales managers regarding sales practices and business development initiatives.
• o Provide excellent Member service.
• o Periodically virtually meet with Members and/or clients to review and update needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.
• o Ensure inbound phone calls, orders/transactions, and service that requires licensing is completed.
• o Provide basic financial planning for Members virtually, as needed.
• o Address and solve business-related challenges as needed.
• o Work with Managers to identify and leverage cross-sell opportunities.
• o Support investment and credit union integration initiatives, e.g., deposit calling efforts, call nights, branch training, etc.
• o Support all product and campaign launches.
• Join us and discover why you'll love working at Redwood Credit Union!
• ABOUT REDWOOD CREDIT UNION (RCU):
• 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.
• The ideal candidate has a combination of education and experience equivalent to a bachelor's degree, plus a minimum of one years' financial industry experience. Previous experience working in credit union or community bank preferred.
• Compensation: Base starting range: $39.00 to $52.00 hourly commensurate with experience.
• 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 emp

Requirements

• Must possess basic investment knowledge.
• Ability to follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer.
• Exceptional service and sales skills, ability to independently utilize judgment, and make sound business decisions.
• Ability to effectively communicate verbally and in writing, with strong presentation skills utilizing video and phone.
• Ability to critically think, analyze situations, and solve problems.
• Ability to distinguish and manage confidential information, materials, and conversations.
• Ability to establish and maintain effective working relationships in a diverse environment.
• Ability to operate a personal computer and software including word processing, email, and intra/internet.

Additional Information

Redwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, "house" accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products.

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