Member Services Consultant II

Description:

Position: Member Services Consultant II

Pay Range: $21.13 to $31.69

FLSA Classification: Non-Exempt

Who We Are: Foothill Credit Union is a full-service financial institution proudly rooted at the foothill of the San Gabriel Valley (SGV), serving members of our select employer groups (SEGs)primarily in education, healthcare, and municipal governmentas well as individuals, families, and more than 250 businesses in the SGV and surrounding areas.

Exceptional service is our promise to members. We've earned a prestigious five-star rating from Bauer Financial, placing us among the top institutions in our peer group. CUNA recognized us with the 2021 Member Benefits Top Performance accolade for delivering an average direct benefit of $690 per member household. During Q4 2024, we achieved the #1 ranking in overall return of value to members (ROM) among peer credit unions ($700MM$1B) in California, according to Callahan & Associates.

As a dedicated community advocate, Foothill actively partners with local businesses and organizations to support meaningful causes. Through events, sponsorships, and fundraising efforts, we actively give back to the individuals and groups that make up the core of our community.

Benefits and Perks:

100% covered medical/dental/vision for employees

401(k) plan with match

Profit-Sharing Plan

Paid Holidays

Paid Time-Off

About the Role: The Member Services Consultant Il (MSC Il) is expected to deliver unparalleled member services while providing essential consultative services. This position serves as a knowledgeable consultant to supply financial solutions that are in the member's best interest to consistently exceed our members' expectations. The MSCII will provide our members and potential members with valuable suggestions on how to use Foothill Federal Credit Union (FFCU) products and services to improve their financial well-being while being accountable for cross-selling goals and promotional opportunities offered to our members. The MSC Il is expected to take personal responsibility for constantly improving their knowledge level for all Credit Union products and services as well as Credit Union operations and compliance issues.

Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Process and open New Accounts through Meridian while complying with eligibility and regulatory requirements

Set up home banking services, including e-statements, for new and existing members

Order checks and manage account-related services such as stop payments and payroll deductions and process authorization forms and related documentation accurately

Perform file maintenance, including account updates and changes

Renew, update, and maintain certificate and IRA accounts; respond to basic IRA inquiries

Accept loan applications using Meridian Link, identifying the best consumer loan products for members

Obtain credit reports during account openings for comprehensive credit analysis and processing

Process and sign loan documentation for HELOC, Home Advantage, and personal loans

Provide Notary Services and Medallion Stamp Certification as needed

Maintain attestation for NMLS# (Nationwide Multistate Licensing System)

Follow up with members via phone and email to ensure timely completion of services and applications

Conduct outbound telemarketing to engage current and prospective members

Complete required reports and records accurately and in a timely manner

Attend scheduled meetings and training sessions as required

Perform research and other clerical support duties as assigned

Ensure work area is clean, secure, and organized at all times

Provide support across multiple branch locations as needed

Perform additional duties and responsibilities as assignedRequirements:

Experience/Education Requirements:

High school diploma or equivalent

3-5 years in a member service-oriented position or one (1) year as an MSC l or personal banker, preferably within credit union operations working in such departments as New Accounts. IRA's, Lending. ATM, etc.

Good understanding of Credit Union services and products

Experience processing home equity line of credit and cross-selling credit union services

Notary Services

Desired certifications in the following areas:

Certified IRA Specialist

NMLS

Other Skills and Abilities:

Excellent verbal and written skills

Excellent interpersonal and customer service skills

Excellent time management skills

Ability to identify member opportunities for financial improvement, communicate recommendations, and provide support

Ability to make sound judgments

Ability to organize and prioritize tasks while maintaining detailed, accurate records

Ability to maintain a professional image

Proficient math skills

Proficient with Microsoft Office Suite

Bilingual (Spanish/English) preferred

Consistent attendance

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, intersectionality, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Compensation details: 21.13-31.69 Hourly Wage

PI00c4cfc29116-31181-38418905

Full-Time