Member Services Consultant III - Foothill Credit Union

Position: Member Service Consultant lll

Status: Full-Time, some Saturdays

Salary Range: $22.00 to $34.37 per hour

Founded in 1958, Foothill 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, 14 school districts, two colleges, 17 private schools, businesses, and municipalities in the San Gabriel Valley.

Foothill Credit Union is a community advocate and strives to partner with other businesses and organizations dedicated to community involvement. We often participate in events and fundraising efforts benefiting the schools and organizations we serve to give back to our members and community.

Benefits:

We offer a competitive compensation package that includes benefits such as health, dental, and vision insurance, vacation time off, retirement plans, and professional development opportunities.

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

Summary:

The Member Services Consultant Ill (MSC Ill) is expected to deliver unparalleled member service while providing advanced consultative services. The MSC Ill is expected to provide excellent member service and be accountable for cross-selling goals and promotional opportunities offered to our members. The MSC Ill is responsible for providing advanced knowledge of various financial services, such as opening and closing accounts, renewing certificate accounts, and assisting members with bookkeeping and checking account problems.

Essential Duties and Responsibilities:

• Open New Accounts through Meridian, comply with Eligibility Requirements, and with compliance.

• Home Banking setup process, including e-statements.

• Instant issue debit and credit cards

• Handles member account and card fraud claims.

• Completes payroll deductions and authorization forms.

• IRA Certified Specialist -Maintains IRA accounts and answers questions regarding IRAs,

• Processes and funds loan applications when available

• When opening new members' accounts through Meridian, pull credit for full credit review and processing.

Cross-sell and refer other products such as mortgages and Foothill Investment Services

• Process Home Equity Line of Credit (HELOC)

• Provide Notary Public Services

• Assists team members as required and provides whatever assistance is needed by members entering the branch, including covering the teller line when needed.

• Enthusiastically leads team by example to achieve key branch and organizational goals.

• Assists in training new team members.

• Authorized for medallion signature guarantees.

• Performs other duties as needed.

Experience/Education Requirements:

• 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.

Desired certifications in the following areas:

• NMLS License
• IRA Certified
• Notary

Other Skills and Abilities:

• 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. It does 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.

Compensation details: 22-34.37 Hourly Wage

PIa2645ff23521-31181-35519623