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Member Services Representative II

2 months ago


Covina, California, United States Foothill Credit Union Full time
About the Role

Foothill Credit Union is seeking a highly skilled Member Services Representative II - Branch Floater to join our team. As a key member of our operations team, you will be responsible for delivering exceptional member service, promoting and selling financial products and services, and supporting our various branches.

Key Responsibilities
  • Member Service: Provide outstanding member service, aiming to surpass predetermined cross-selling targets and maintain satisfactory member service benchmarks.
  • Financial Product Promotion: Consistently achieve cross-sell goals by promoting and selling financial products and services to fit the member's needs.
  • Operational Support: Support our various branches by providing excellent customer service and operational assistance.
  • Financial Transactions: Receives and disburses funds, posts deposits, loan payments, transfers, withdrawals, addition, and deletion of authorized account signers.
  • Loan Processing: Processes loan advances from credit card or line of credit accounts.
  • Cash Handling: Balances cash drawer daily and issues cashier's checks.
  • Account Management: May conduct limited activities associated with opening new accounts and assist members with complex requests.
Requirements
  • Education: High school diploma or equivalent.
  • Experience: 1-3 years of credit union/banking experience.
  • Skills: Effective verbal and written communication skills, reliable attendance, good judgment, and a professional image.
  • Language: Bilingual (Spanish/English) proficiency preferred.
  • License: A valid California Class C Driver's License and minimum automobile insurance coverage as required by the State of California.
About Foothill Credit Union

Foothill Credit Union is a not-for-profit, member-owned, $720 million-strong cooperative financial institution serving more than 30,000 members. We focus on providing quality member service to our 300+ SEGs, including six hospitals, fourteen school districts, two colleges, seventeen private schools, businesses, and municipalities in the San Gabriel Valley.

Benefits
  • Health Insurance: Health, dental, and vision insurance.
  • Retirement Plan: 401(k) Plan with dollar-for-dollar match (up to 6%).
  • Profit-Sharing Plan: Profit-Sharing Plan.
  • Flexible Spending Account: Flexible Spending Account.
  • Paid Time-Off Program: Paid Time-Off Program.
  • Educational Reimbursement Program: Educational Reimbursement Program.
  • Paid Holidays: Paid Holidays.
  • Special Recognition Programs: Special Recognition Programs.
  • Referral Program: Referral Program.