Talent.com
Member Services Consultant II

Member Services Consultant II

Foothill Federal Credit UnionArcadia, CA, US
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Job Description

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 government—as 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 II (MSCII) plays a key role in shaping exceptional member experiences at Foothill Credit Union. As a trusted financial partner, the MSCII builds meaningful relationships with members, helping them make confident decisions and achieve their financial goals. Through thoughtful conversations and a deep understanding of each member’s needs, the MSCII recommends products and services that truly make a difference in their financial well-being. Driven by curiosity and a commitment to growth, the MSCII continuously expands their knowledge of Foothill’s offerings, operations, and compliance standards—ensuring every interaction reflects the highest level of service, integrity, and expertise.

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 assigned
  • Requirements :

    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.

    serp_jobs.job_alerts.create_a_job

    Member Consultant • Arcadia, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Clinical Social Worker

    Clinical Social Worker

    California Department of Corrections and RehabilitationPHELAN, California, US
    serp_jobs.job_card.full_time
    Position : Clinical Social Worker Increased Salaries are Just the Beginning… The past few years have seen dramatic shifts in the health care landscape. California Correctional Health Care Services (C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Manager Member Services - TEMPORARY

    Manager Member Services - TEMPORARY

    Kaiser PermanenteHarbor City, CA, US
    serp_jobs.job_card.temporary
    Manager Member Services - TEMPORARY.Oversees the daily operations of the local Member Services department responsible for responding to inquiries by health plan members. Supervises staff to ensure a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Member Services Representative

    Member Services Representative

    Supreme Fitness GroupDiamond Bar, CA, US
    serp_jobs.job_card.full_time
    In order to be considered as a candidate for this position, it is required you complete the 2nd step application.Upon clicking "Submit Application", you will be directed to this 2nd step&...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Member Service Representative I

    Member Service Representative I

    Northrop Grumman Federal CrediGardena, CA, US
    serp_jobs.job_card.full_time
    Are you ready to launch your career? What better way for your career to take flight than at one of the most financially solid credit unions in the nation. As a not-for-profit financial institution, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Bilingual Member Services Representative

    Bilingual Member Services Representative

    TEKsystemsLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Now Hiring : Bilingual Member Services Advocate.Remote – Must reside in CA, NM, NV, TX, or AZ.Cantonese, Mandarin, Vietnamese, Korean, or Spanish . Join our team as a Member Services ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Member Service Representative

    Member Service Representative

    Crunch FitnessHuntington Beach, CA, US
    serp_jobs.job_card.full_time
    Welcome to Crunch Fitness! We are a growing fitness franchise based in Southern California, that offers its employees state-of-the-art workout facilities, free membership, gym perks at over 450 Cru...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Member Service Representative

    Member Service Representative

    First Financial Credit UnionWest Covina, CA, US
    serp_jobs.job_card.full_time
    If you are energetic, love to work with members / customers, and thrive in a service-based atmosphere, then you will find a tremendous opportunity with First Financial. When you join First Financial C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    In-Person Special Education Tutor

    In-Person Special Education Tutor

    Tutor Me EducationPhelan, CA, US
    serp_jobs.job_card.full_time
    At Tutor Me Education, we are revolutionizing the way students learn, and we're seeking passionate teachers and tutors with. If you're committed to making a difference in the lives of studen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Consultant III - Care Experience, New Member Welcome & Special Projects

    Consultant III - Care Experience, New Member Welcome & Special Projects

    Kaiser PermanentePanorama City, CA, US
    serp_jobs.job_card.full_time
    Consultant III - Care Experience, New Member Welcome & Special Projects.The Consultant III will play a pivotal role in advancing Kaiser Permanente's mission to deliver exceptional care experience b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Behavioral Health Clinician / Therapist - Per Diem - Hybrid in Rancho Cucamonga, CA

    Behavioral Health Clinician / Therapist - Per Diem - Hybrid in Rancho Cucamonga, CA

    OptumPinon Hills, CA, USA
    serp_jobs.job_card.full_time
    Behavioral Health Clinician / Therapist - Per Diem - Hybrid in Rancho Cucamonga, CA at Optum summary : .The Behavioral Health Clinician / Therapist at Gunn Psychological provides critical mental health ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Member Support Specialist

    Member Support Specialist

    WellthLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Wellth is a fast-growing, growth-stage digital health company headquartered in Los Angeles.Our mission is to motivate people living with chronic conditions to make healthier choices, every single d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    From Hobby to Income : Turn Gaming into a Paying Side Hustle

    From Hobby to Income : Turn Gaming into a Paying Side Hustle

    Free Cash by AlmediaPhelan, CA, US
    serp_jobs.job_card.full_time
    Receive a $5 welcome bonus when you complete your first offer!Make money in your spare time by completing online tasks : . Take paid surveys (5-15 minutes each).Test new mobile games and apps.Share yo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Member Services Representative

    Member Services Representative

    Planet FitnessDiamond Bar, CA, US
    serp_jobs.job_card.full_time
    Member Services Representative.The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Health Systems Board Member

    Health Systems Board Member

    AbleLightLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Due to our organization's growth, AbleLight has.We are seeking to add four executives with significant expertise in the areas below in the following communities of greatest need – Colorado, Califor...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Mt Baldy, CA

    Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Mt Baldy, CA

    LifeStance HealthMount Baldy, CA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Member Services Specialist

    Member Services Specialist

    University of Southern California (USC)Los Angeles, CA, US
    serp_jobs.job_card.full_time
    The USC Alumni Association supports the overall advancement of USC by engaging all alumni for life, building a culture of philanthropy among the Trojan Family, and being the representative voice fo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Member Service Assistant

    Member Service Assistant

    Costco Wholesale CorporationPacoima, CA, US
    serp_jobs.job_card.full_time
    Position Summary : Actively greets members, provides a high level of member service, verifies membership card, keeps entry counts, and checks receipts when members exit. Performs and documents wareho...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Team Member : Service Champion (CA)

    Team Member : Service Champion (CA)

    Taco BellRedondo Beach, CA, US
    serp_jobs.job_card.full_time
    Position Mission : The mission of the Team Member Service Champion is to deliver exceptional customer service and maintain a clean, welcoming environment for all guests. This role is critical in ensu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days