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Customer Service Associate II

2 months 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-focused, not-for-profit financial cooperative with assets exceeding $720 million, dedicated to serving over 30,000 members. Our commitment is to deliver exceptional service to our diverse group of over 300 SEGs, which includes hospitals, educational institutions, businesses, and local government entities within the San Gabriel Valley.

At Foothill, we pride ourselves on our commitment to excellence, consistently striving to exceed member expectations. Our five-star rating from Bauer Financial reflects our dedication to quality service, placing us among the top financial institutions in our sector.

Community Engagement

As a community-oriented organization, Foothill actively collaborates with local businesses and organizations to promote community involvement. We participate in various events and fundraising initiatives aimed at benefiting the schools and organizations we serve, reinforcing our commitment to giving back to our members and the community.

Acknowledgments

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

Employee Benefits

We offer a comprehensive benefits package, including:

  • Health, dental, and vision insurance
  • 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 a diverse and inclusive workplace.

Role Summary

The Member Service Representative II is responsible for delivering outstanding service to our members, aiming to exceed established cross-selling goals. This role plays a vital part in achieving organizational objectives and supporting promotional initiatives while maintaining high standards of member service.

As a Branch Floater, you will provide exceptional customer service and operational support across various branches, gaining valuable experience and contributing to the overall success of Foothill Federal Credit Union.

Key Responsibilities
  • Independently perform tasks, analyze issues, and resolve member inquiries with minimal supervision.
  • Adhere to sales and service protocols to ensure an exceptional member experience.
  • Manage financial transactions, including deposits, withdrawals, and loan payments.
  • Process loan advances and issue cashier's checks.
  • Maintain accurate cash drawer balances daily.
  • Assist with new account openings and complex member requests.
  • Create a welcoming and professional environment for all interactions.
  • Support and promote marketing initiatives.
  • Achieve cross-selling targets by recommending products and services tailored to member needs.
  • Prepare checks for processing and assist in cash vault balancing.
Qualifications

Experience and Education:

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

Must possess a solid understanding of credit union regulations and compliance.

Desired Skills:

  • 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
  • Bilingual proficiency (Spanish/English) preferred
  • A valid California Class C Driver's License and appropriate transportation for job-related functions