Redwood Credit Union

Investment Coordinator

Santa Rosa, California

Sponsorship not specified$24k-$31kDetected 86 days ago

ResearchLeadershipCommunication

About the role

Redwood Credit Union is looking for an Investment Coordinator will be a productive contributor to the Wealth Management department.
Join us and discover why you'll love working at Redwood Credit Union!
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.

Other Functions: o Lend clerical and administrative support to other managers - SVP Wealth, Insurance and Deposit Services, VP Wealth Management, Deposit Products Manager, or other members of the Leadership Team as assigned. o Perform other duties as assigned.
Ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.
0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs.
0% interest loan to support employees with expenses associated with the naturalization process.
Loan amount up to $1,000. • 0% interest loan to support employees with expenses associated with the naturalization process.

Ability to stand, bend, stoop, sit, walk, twist, and turn.
Ability to lift up to 20 pounds.
Ability to use a computer keyboard and calculator.
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.

Knowledge of all account types and ownership types used in financial institutions.
Working knowledge of modern office administration techniques, methods, and equipmentoperation.
Working knowledge of terminology related to investment products and various accounttypes.
Ability to learn and work within FINRA guidelines.
Ability to successfully pass background check with broker-dealer.
Skill in the operation of a PC with the use of word processing, spreadsheets, and databases software programs, with internet and intranet access.
Excellent oral and written communication skills.
Excellent organizational skills.

Base starting range: $24.00 to $31.00 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.
Employee performance incentive plan
Salary Advancement- Merit increase based on performance
401(k) program with employer match
RCU employees are eligible for a.75% discount off RCU standard collateral auto loans

0% interest on garment, fitness, or home office equipment loan of up to $500
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
Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks:

25th 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.
If you are a current Team Member, please apply through the internal careers page located in RCUNET.
We are an Equal Opportunity Employer
ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities.
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.

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 t

This listing is sourced directly from Redwood Credit Union's careers page and normalized into a canonical job model.