Customer Service Specialist II

1 week ago

Covina, California, United States Foothill Federal Credit Union Full time
Job Overview

Position: Member Service Representative II

Compensation: $19.00 to $23.60 per hour

Work Schedule: Part-time, Monday, Tuesday, Thursday, Friday (11:30 AM to 4:30 PM), Saturdays (8:45 AM to 1:15 PM)

About Us

Established in 1958, Foothill Federal Credit Union is a member-owned, not-for-profit financial cooperative with assets of $720 million, dedicated to serving over 30,000 members. Our commitment lies in delivering exceptional member service to our diverse group of over 300 SEGs, which includes various educational institutions and healthcare facilities in the San Gabriel Valley.

At Foothill, we prioritize excellence in service and consistently strive to exceed expectations. Our five-star rating from Bauer Financial reflects our dedication to quality and member satisfaction, placing us among the top financial institutions in our sector.

Community Engagement

As a community-focused organization, Foothill actively collaborates with local businesses and organizations to promote community involvement. We engage in numerous events and fundraising initiatives that benefit the schools and organizations we serve, reinforcing our commitment to giving back to our members and the broader community.

Acknowledgments

Recognized by CUNA in 2021 for delivering significant member benefits, providing an average of $690 in direct benefits per household.

Employee Benefits

We offer a comprehensive benefits package, including:

  • Health Insurance (Medical, Dental, and Vision)
  • 401(k) Plan with a dollar-for-dollar match (up to 6%)
  • Profit-Sharing Plan
  • Flexible Spending Account
  • Paid Time Off
  • Educational Reimbursement Program
  • Paid Holidays
  • Special Recognition Programs
  • Referral Program

Foothill Federal Credit Union is an Equal Opportunity Employer, committed to diversity and inclusion in the workplace.

Role Summary

The Member Service Representative II plays a crucial role in delivering outstanding service to our members, with a focus on achieving cross-selling targets and contributing to the overall success of the organization. This position requires a proactive approach to learning about our products, services, and compliance matters, with an emphasis on continuous improvement through training.

As a Branch Floater, you will provide essential support across various branches, ensuring high-quality customer service and operational assistance. This role offers a unique opportunity to gain diverse experience while contributing to the success of Foothill Federal Credit Union.

Key Responsibilities
  • Independently perform tasks, analyze situations, and resolve member inquiries with minimal supervision.
  • Adhere to established sales and service guidelines to enhance the member experience.
  • Manage financial transactions, including deposits, withdrawals, and loan payments.
  • Assist members with complex requests and provide a welcoming environment.
  • Promote and support marketing initiatives effectively.
  • Achieve cross-selling goals by identifying and meeting member needs.
Qualifications

Experience and Education:

  • High school diploma or equivalent.
  • 1-3 years of experience in credit union or banking environments.

Knowledge of credit union regulations and statutes is essential.

Skills and Abilities:

  • Strong interpersonal skills and a positive attitude.
  • Ability to identify financial improvement opportunities for members.
  • Effective verbal and written communication skills.
  • Reliable attendance and sound judgment.
  • Basic math skills and organizational abilities.
  • Professional demeanor and appearance.
  • Bilingual proficiency (Spanish/English) is preferred.
  • A valid California Class C Driver's License and reliable transportation are required.

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