Financial Services Consultant

7 days ago


Arcadia, California, United States Foothill Credit Union Full time
Job Overview
Description:

Position: Financial Services Consultant (FSC)

Pay Range: $29.16 to $41.39 per hour

FLSA Classification: Non-exempt

Foothill Credit Union is a leading financial institution that prioritizes delivering exceptional member experiences and exceeding expectations.

We strive to partner with businesses and organizations dedicated to community involvement, often participating in events and fundraising efforts to benefit the schools and organizations we serve.

Awards:

CUNA 2021 Member Benefits Top Performance for delivering a direct benefit of $690 per member household.

Responsibilities

  • Provide high-level support to members visiting a branch or calling through the contact center.
  • Engage members and educate them about Foothill's products and services.
  • Support members by handling requests from routine to complex situations.
  • Seek opportunities to provide members with new or underutilized products and services.
  • Answer member questions regarding Credit Union products and services.
  • Cross-sell services and perform related functions as required.
  • Responsible for achieving established cross-selling goals and actively supporting organizational goals and promotions.

Requirements

  • High school diploma or equivalent
  • A minimum of three years in personal banking, preferably within credit union operations, working in departments such as New Accounts, IRAs, Lending, ATMs, etc.
  • Leadership experience preferred
  • Preferably one year as an MSC lll

Desirable certifications:

· IRA certified

· Notary

Must have a solid understanding of the following regulations:

· Regulation B- Equal Credit Opportunity Bank Secrecy Act

· Regulation CC Funds Availability/Check Collection The Right to Financial Privacy

· Regulation D Reserve Requirements Fair Credit Reporting Act

· Regulation DD Truth-in Savings Uniform Commercial Code

· Regulation E-Electronic Funds Transfers Regulation Z-Truth-in Lending

Other Skills and Abilities:

· Excellent communication, customer service, and interpersonal skills

· Ability to travel and provide coverage at all Foothill locations

· Solid math and clerical abilities

· Problem-solving skills and a proactive mindset

· Well organized with attention to detail

· Bi-lingual Spanish preferred

· Knowledge of Microsoft (i.e., Word, Excel, PowerPoint), and other related computer applications

· Ability to use discretion when handling confidential information

Foothill Credit Union is an Equal Opportunity Employer and does not discriminate against any team member or applicant for employment based on protected class status.



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