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Client Services Associate II
2 months ago
Position:
Client Services Associate II Salary Range:
$19.00 to $23.60 per hour Status:
Full-time, some Saturdays. Established in 1958, Foothill is a not-for-profit, member-owned cooperative financial institution with a robust asset base of $720 million, proudly serving over 30,000 members.
Our mission is to deliver exceptional member service to our 300+ SEGs, which include hospitals, educational institutions, businesses, and local municipalities in the San Gabriel Valley.
At Foothill, we prioritize excellence in service and consistently strive to exceed member expectations. We are honored to have received a five-star rating from Bauer Financial, which only endorses institutions with top-tier ratings.
As a community-focused organization, Foothill Credit Union actively collaborates with local businesses and organizations to promote community engagement.
We frequently participate in events and fundraising initiatives that benefit the schools and organizations we support, reinforcing our commitment to our members and the community.
AwardsCUNA 2021 Member Benefits Top Performance for delivering a direct benefit of $690 per member household.Benefits:
We provide a competitive compensation package, which includes health, dental, and vision insurance, vacation time, retirement plans, and opportunities for professional development.
Health Insurance Coverage (Medical, Dental, and Vision)401(k) Plan with dollar-for-dollar match (up to 6%)Profit-Sharing PlanFlexible Spending AccountLife and AD&D InsurancePaid Time-Off ProgramEducational Reimbursement ProgramPaid HolidaysSpecial Recognition ProgramsReferral Program.Foothill Credit Union is an Equal Opportunity Employer and does not discriminate against any team member or applicant for employment based on race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, disability, or any other protected class.
Summary:
As a Client Services Associate II, you will warmly welcome members into the branch and deliver outstanding member service that fosters financial literacy while utilizing your expertise in deposit, loan, and convenience service products to accurately and efficiently address various financial inquiries.
Your role will involve providing exceptional member service and striving to meet and surpass established cross-sell objectives, actively supporting organizational goals and promotions, while maintaining high standards of member service.
Essential Duties and Responsibilities:
The responsibilities outlined represent the necessary knowledge, skills, and abilities required for the position but may not encompass all duties. You will perform tasks independently, analyze information, and resolve member issues with minimal supervision.
Consistently adhere to sales and service protocols to ensure an outstanding member service experience.
Receive and disburse funds, process deposits, loan payments, transfers, withdrawals, and manage authorized account signers.
Facilitate loan advances from credit card or line of credit accounts.
Issue cashier's checks and balance the cash drawer daily.
Create a welcoming, friendly, and professional atmosphere when interacting with the public.
Support and actively promote all marketing initiatives.
Consistently achieve cross-sell targets by recommending and selling products and services tailored to member needs.
Prepare checks for processing and assist in balancing the cash vault. You may be required to perform your duties at various branch locations.
Assist in training new team members.
Requirements:
Experience/Education
Requirements:
High school diploma or equivalent, with 1-3 years of experience in credit union or banking roles.
Prior experience as a teller or in a customer service capacity.
Familiarity with banking and/or credit union regulations and statutes.
Other Skills and Abilities:
- Strong interpersonal skills, a positive demeanor, and a readiness to assist others.
- Ability to identify opportunities for members' financial improvement, communicate recommendations, and provide support.
- Effective verbal and written communication skills.
- Reliable attendance and sound judgment.
- Basic math skills and organizational capabilities.
- Projects a professional image.
- Bilingual (Spanish/English) proficiency preferred.
- A valid California Class C Driver's License, a reliable method of transportation for job-related essential functions, and at least minimum automobile insurance coverage as mandated by the State of California.
