Client Service Associate II

2 weeks ago

Covina, California, United States Foothill Credit Union Full time

Position: Client Service Associate II

Salary Range: $19.00 to $23.60 per hour

Status: Full-time, some Saturdays

Established in 1958, Foothill is a member-focused, not-for-profit financial cooperative with assets of $720 million, dedicated to serving over 30,000 members. Our commitment lies in delivering exceptional service to our 300+ Select Employee Groups (SEGs), which include various educational institutions and healthcare facilities within the San Gabriel Valley.

At Foothill, we prioritize excellence in service and aim to surpass expectations. We are proud to have received a five-star rating from Bauer Financial, which recognizes only the highest-performing institutions.

As a community-oriented organization, Foothill actively collaborates with local businesses and groups to promote community engagement. We participate in numerous events and fundraising initiatives that benefit the organizations we serve, reinforcing our commitment to our members and the community.

Awards

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

Benefits:

We offer a comprehensive compensation package that includes health, dental, and vision insurance, paid time off, retirement plans, and opportunities for professional growth.

  • Health Insurance Coverage (Medical, Dental, and Vision)
  • 401(k) Plan with dollar-for-dollar match (up to 6%)
  • Profit-Sharing Plan
  • Flexible Spending Account
  • Life and AD&D Insurance
  • Paid Time-Off Program
  • Educational Reimbursement Program
  • Paid Holidays
  • Special Recognition Programs
  • Referral 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 Service Associate II, you will welcome members into the branch and provide outstanding service that enhances financial literacy. You will utilize your expertise in deposit, loan, and convenience service products to address various financial inquiries with accuracy and efficiency. Your role will also involve achieving and exceeding established cross-sell goals while maintaining high standards of member service.

Essential Duties and Responsibilities:

  • Independently perform tasks, analyze issues, and resolve member concerns with minimal supervision.
  • Adhere to sales and service protocols to ensure an exceptional member experience.
  • Handle cash transactions, including deposits, withdrawals, and loan payments.
  • Process loan advances from credit card or line of credit accounts.
  • Issue cashier's checks and balance cash drawers daily.
  • Create a welcoming and professional atmosphere when interacting with members.
  • Support and promote all marketing initiatives.
  • Achieve cross-sell targets by recommending products and services that meet member needs.
  • Assist in processing transactions and balancing cash vaults.
  • May be required to work at different branch locations.
  • Assist in training new team members.

Experience/Education Requirements:

  • High school diploma or equivalent.
  • 1-3 years of experience in credit union or banking environments.
  • Prior experience in customer service or teller roles.
  • Familiarity with banking and credit union regulations.

Other Skills and Abilities:

  • Strong interpersonal skills and a positive attitude.
  • Ability to identify opportunities for financial improvement and communicate effectively.
  • Excellent verbal and written communication skills.
  • Reliable attendance and sound judgment.
  • Basic math skills and organizational abilities.
  • Professional demeanor.
  • Bilingual proficiency in Spanish and English is preferred.
  • A valid California Class C Driver's License and appropriate insurance coverage are required.

Compensation details: Hourly Wage

  • Client Services Associate II

    2 weeks ago

    Covina, California, United States Foothill Credit Union Full time

    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,...

  • Customer Service Associate II

    2 weeks ago

    Covina, California, United States Foothill Credit Union Full time

    Job Title: Member Service Representative IICompany: Foothill Credit UnionJob Type: Part-timeSalary Range: $19.00 to $23.60 per hourDays and Hours: Monday, Tuesday, Thursday, Friday (11:30 AM to 4:30 PM), Saturdays (8:45 AM to 1:15 PM)Position Overview:Foothill Credit Union is on the lookout for a dedicated Member Service Representative II. As a...

  • Client Relations Specialist II

    2 weeks ago

    Covina, California, United States Foothill Credit Union Full time

    Position: Client Relations Specialist IISalary Range: $19.00 to $23.60 per hourStatus: Full-time, some SaturdaysEstablished in 1958, Foothill is a not-for-profit, member-owned cooperative financial institution with a robust asset base of $720 million, dedicated to serving over 30,000 members. Our commitment lies in delivering exceptional member service to...

  • Customer Service Associate II

    1 week ago

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

    Job OverviewPosition: Member Service Representative IICompensation: $19.00 to $23.60 per hourWork Schedule: Part-time, Monday, Tuesday, Thursday, Friday (11:30 AM to 4:30 PM), Saturdays (8:45 AM to 1:15 PM)About UsEstablished in 1958, Foothill Federal Credit Union is a member-focused, not-for-profit financial cooperative with assets exceeding $720 million,...

  • Customer Service Specialist II

    1 week ago

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

    Job OverviewPosition: Member Service Representative IICompensation: $19.00 to $23.60 per hourWork Schedule: Part-time, Monday, Tuesday, Thursday, Friday (11:30 AM to 4:30 PM), Saturdays (8:45 AM to 1:15 PM)About UsEstablished in 1958, Foothill Federal Credit Union is a member-owned, not-for-profit financial cooperative with assets of $720 million, dedicated...

  • Meat Service Associate

    4 days ago

    Covina, California, United States Superior Grocers Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Meat Service Clerk to join our team at Superior Grocers. As a Meat Service Clerk, you will play a critical role in ensuring that our meat cases are well-stocked with fresh, high-quality products for our customers.Key Responsibilities:Ensure meat cases are fully stocked with a variety of fresh...

  • Customer Service Representative

    3 days ago

    Covina, California, United States Wal-Mart Stores , Inc. Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative & Front End Associate. As a key member of our store team, you will play a vital role in providing exceptional customer service and ensuring a positive shopping experience for our customers.Key ResponsibilitiesCustomer Service:...

  • Food Service Associate

    3 days ago

    West Covina, California, United States Lazy Dog Restaurants, LLC Full time

    Job SummaryWe are seeking a highly motivated and enthusiastic Food Service Associate to join our team at Lazy Dog Restaurants, LLC. As a Food Service Associate, you will play a critical role in ensuring that our guests have an exceptional dining experience.Key ResponsibilitiesVisually inspect all plates prior to delivery to ensure that they meet our high...

  • Food Service Preparation Associate

    2 weeks ago

    West Covina, California, United States El Super Full time

    Food Service Preparation AssociateJoin our team at El Super as a Food Service Preparation Associate, where you will be an essential part of our culinary operations in a bustling grocery environment. In this role, you will support the Food Preparation Manager with a variety of responsibilities, including food preparation, cooking, customer interaction, and...

  • Coffee Specialist and Service Associate

    2 weeks ago

    Covina, California, United States Flower Beans Cafe Full time

    Coffee Specialist Position at Flower Beans CafeAt Flower Beans Cafe, we are dedicated to delivering outstanding coffee experiences. As a Coffee Specialist, your primary responsibility will be to ensure customer satisfaction through exceptional service and product knowledge. Here’s what this role involves:Greet customers warmly and ascertain their coffee...

  • Customer Service Team Lead

    3 days ago

    Covina, California, United States Burlington Full time

    Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Team Lead. As a key member of our retail team, you will be responsible for leading day-to-day customer service initiatives and ensuring a positive shopping experience for our customers.Key Responsibilities:Lead by Example: Model our company's...

  • Customer Service Representative

    3 days ago

    West Covina, California, United States Intercare Therapy Full time

    Job SummaryWe are seeking a highly skilled and compassionate Customer Service Associate to join our team at Intercare Therapy. As a key member of our administrative staff, you will play a vital role in ensuring that our clients receive exceptional service and support.Key ResponsibilitiesClient Communication: Provide timely and effective communication with...

  • Customer Service Associate in Retail

    2 weeks ago

    West Covina, California, United States Ingka External Full time

    Position Overview:Why You Will Thrive HerePreferred experience in sales or customer support for at least 1 yearCompletion of High School or equivalent educationYour Daily ResponsibilitiesFoster customer loyalty by ensuring a positive final interaction during their shopping journeyDeliver a swift and precise checkout experience across various store...

  • Production Planning Associate

    2 weeks ago

    Covina, California, United States SPT Labtech Full time

    Job OverviewSPT Labtech is a leading provider of cutting-edge laboratory automation solutions tailored for the life sciences sector. Our innovative products enhance efficiency, reduce material expenses, and streamline intricate processes. We pride ourselves on our creativity and commitment to delivering high-quality, durable automated laboratory equipment...

  • Sales Associate

    2 days ago

    West Covina, California, United States Northgate Markets Full time

    **Job Summary:**We are seeking a highly motivated and enthusiastic Sales Associate to join our team at Northgate Markets. As a Sales Associate, you will be responsible for providing outstanding customer service to all customers by facilitating in-store food and product demonstrations and events.**Key Responsibilities:**Facilitate in-store food and product...

  • Sales Associate

    2 weeks ago

    Covina, California, United States Spencer Gifts Full time

    Brand: Spirit HalloweenThis role is designated for individuals who have prior experience in a Sales Associate capacity at Spencer's / Spirit Halloween.Key Responsibilities:Assist the Store Management Team with the establishment, merchandising, dismantling, and closure of a seasonal retail location.Uphold Guest Services in accordance with Company...

  • Sales Associate

    2 weeks ago

    Covina, California, United States Spencer Gifts Full time

    Brand: Spirit HalloweenThis role is designated for individuals who have prior experience in a Sales Associate capacity at Spencer's / Spirit Halloween.Key Responsibilities:Assist the Store Management Team with the establishment, product display, inventory management, and disassembly of a temporary retail location.Uphold Customer Service standards in...

  • Sales Associate

    13 hours ago

    West Covina, California, United States Northgate Markets Full time

    Job Summary: We are seeking a highly motivated and enthusiastic Sales Associate to join our team at Northgate Markets. As a Sales Associate - In-Store Demonstrations, you will be responsible for providing outstanding customer service and facilitating in-store food and product demonstrations.Key Responsibilities:Facilitate in-store food and product...

  • Customer Service Operations Leader

    2 weeks ago

    Covina, California, United States Burlington Stores Full time

    About Us: At Burlington, we celebrate the diverse elements that enrich our communities where we operate. If you aspire to advance your retail career within a supportive and inclusive environment, consider joining us as a Full-Time Customer Service Operations Leader.Role Overview: As a Customer Service Operations Leader, you will play a crucial role in the...

  • Seasonal Cashier Associate

    3 days ago

    Covina, California, United States Burlington Full time

    Job Summary: We are seeking a highly motivated and customer-focused Cashier to join our team at Burlington Stores, Inc. As a key member of our sales floor team, you will be responsible for delivering exceptional customer service, processing transactions, and maintaining a positive and professional attitude in a fast-paced retail...