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Member Services Consultant III
2 months ago
Foothill Credit Union is seeking a highly skilled Member Services Consultant III to join our team. As a key member of our staff, you will be responsible for delivering exceptional member service while providing advanced consultative services.
Key Responsibilities- Provide unparalleled member service and be accountable for cross-selling goals and promotional opportunities offered to our members.
- Offer advanced knowledge of various financial services, such as opening and closing accounts, renewing certificate accounts, and assisting members with bookkeeping and checking account problems.
- Process and fund loan applications when available.
- Cross-sell and refer other products such as mortgages and Foothill Investment Services.
- Process Home Equity Line of Credit (HELOC).
- Provide Notary Public Services.
- Assist team members as required and provide whatever assistance is needed by members entering the branch.
- Enthusiastically lead team by example to achieve key branch and organizational goals.
- Assist in training new team members.
- Authorized for medallion signature guarantees.
- High school diploma or equivalent.
- Minimum three years in personal banking, preferably within credit union operations, working in such departments as New Accounts, IRAs, Lending, ATM, etc.
- Leadership experience preferred.
- Processing home equity line of credit.
- Must have a solid understanding of the following regulations and statutes.
- NMLS License.
- IRA Certified.
- Notary.
- Excellent verbal and written skills.
- Excellent interpersonal and customer service skills.
- Ability to organize and prioritize tasks while maintaining detailed, accurate records.
- Ability to maintain a professional image.
- Proficient with Microsoft Office Suite.
- Bilingual (Spanish/English) preferred.
- A valid California Class C Driver's License, a method of transportation when needed to carry out job-related essential functions, and at least minimum automobile insurance coverage as required by the State of California.
Foothill Credit Union is an Equal Opportunity Employer. We do not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.