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Member Services Consultant II
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Description: Position: Member Services Consultant IIPay Range: $21.13 to $31.69FLSA Classification: Non-exempt Who We Are: Foothill Credit Union is a full-service financial institution proudly rooted at the foothill of the San Gabriel Valley (SGV), serving members of our select employer groups (SEGs)—primarily in education, healthcare, and municipal government—as well as individuals, families, and more than 250 businesses in the SGV and surrounding areas. Exceptional service is our promise to members. We’ve earned a prestigious five-star rating from Bauer Financial, placing us among the top institutions in our peer group. CUNA recognized us with the 2021 Member Benefits Top Performance accolade for delivering an average direct benefit of $690 per member household. During Q4 2024, we achieved the #1 ranking in overall return of value to members (ROM) among peer credit unions ($700MM–$1B) in California, according to Callahan & Associates. As a dedicated community advocate, Foothill actively partners with local businesses and organizations to support meaningful causes. Through events, sponsorships, and fundraising efforts, we actively give back to the individuals and groups that make up the core of our community. Benefits and Perks: 100% covered medical/dental/vision for employees 401(k) plan with matchProfit-Sharing Plan Paid Holidays Paid Time-Off About the Role: The Member Services Consultant II (MSCII) plays a key role in shaping exceptional member experiences at Foothill Credit Union. As a trusted financial partner, the MSCII builds meaningful relationships with members, helping them make confident decisions and achieve their financial goals. Through thoughtful conversations and a deep understanding of each member’s needs, the MSCII recommends products and services that truly make a difference in their financial well-being. Driven by curiosity and a commitment to growth, the MSCII continuously expands their knowledge of Foothill’s offerings, operations, and compliance standards—ensuring every interaction reflects the highest level of service, integrity, and expertise. Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Process and open New Accounts through Meridian while complying with eligibility and regulatory requirementsSet up home banking services, including e-statements, for new and existing membersOrder checks and manage account-related services such as stop payments and payroll deductions and process authorization forms and related documentation accuratelyPerform file maintenance, including account updates and changesRenew, update, and maintain certificate and IRA accounts; respond to basic IRA inquiriesAccept loan applications using Meridian Link, identifying the best consumer loan products for membersObtain credit reports during account openings for comprehensive credit analysis and processingProcess and sign loan documentation for HELOC, Home Advantage, and personal loansProvide Notary Services and Medallion Stamp Certification as neededMaintain attestation for NMLS# (Nationwide Multistate Licensing System)Follow up with members via phone and email to ensure timely completion of services and applicationsConduct outbound telemarketing to engage current and prospective membersComplete required reports and records accurately and in a timely mannerAttend scheduled meetings and training sessions as requiredPerform research and other clerical support duties as assignedEnsure work area is clean, secure, and organized at all timesProvide support across multiple branch locations as neededPerform additional duties and responsibilities as assigned Requirements: Experience/Education Requirements:High school diploma or equivalent3-5 years in a member service-oriented position or one (1) year as an MSC l or personal banker, preferably within credit union operations working in such departments as New Accounts. IRA’s, Lending. ATM, etc.Good understanding of Credit Union services and productsExperience processing home equity line of credit and cross-selling credit union servicesNotary ServicesDesired certifications in the following areas:Certified IRA SpecialistNMLSOther Skills and Abilities:Excellent verbal and written skillsExcellent interpersonal and customer service skillsExcellent time management skillsAbility to identify member opportunities for financial improvement, communicate recommendations, and provide supportAbility to make sound judgmentsAbility to organize and prioritize tasks while maintaining detailed, accurate recordsAbility to maintain a professional imageProficient math skillsProficient with Microsoft Office Suite Bilingual (Spanish/English) preferredConsistent attendanceFoothill Credit Union is an Equal Opportunity Employer. It does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, intersectionality, status as a veteran, and basis of disability or any other federal, state, or local protected class. Compensation details: 21.13-31.69 Hourly WagePI19fb6a814e8d-25448-38880140
