Financial Services Representative
7 days ago
Foothill Credit Union is a community-focused financial institution that prioritizes exceptional member service. As a Financial Services Representative, you will play a critical role in delivering personalized support and guidance to our valued members.
Key Responsibilities:
- Provide expert consultation on credit union products and services to meet individual member needs
- Assist members with various transactions, including deposits, withdrawals, transfers, and account inquiries
- Cross-sell relevant financial solutions to enhance member benefits and satisfaction
- Process loan requests, conduct interviews, and ensure compliance with loan policies and procedures
- Maintain accurate records, complete reports, and adhere to regulatory requirements
- Develop strong relationships with members, understanding their financial goals and objectives
Requirements:
- Bachelor's degree or equivalent experience in a related field
- A minimum of three years of personal banking experience, preferably within credit union operations
- Leadership experience a plus
- Possess excellent communication, customer service, and interpersonal skills
- Demonstrate problem-solving abilities, attention to detail, and proficiency in Microsoft Office
- Bilingual Spanish preferred
Benefits:
- Competitive hourly wage ($22.91-$34.37)
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