Member Service Representative II

Description :

Position : Member Service Representative II

Salary Range : $19.00 to $23.60 per hour

Status : Full-time, some Saturdays

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 : We are excited to announce the opportunity for a dedicated and customer-oriented professional to join our team as a Member Services Representative II.

In this vital role, you will be the face of our organization, providing exceptional service to our members and ensuring their needs are met with efficiency and care.

Your commitment to excellence will not only enhance our members' experiences but also contribute to the overall success of our dynamic team.

Essential Duties and Responsibilities :

The job duties, responsibilities, and requirements represent the required knowledge, skill, and / or ability but may not be all-inclusive.

• Perform tasks independently, analyze research, and resolve problems and members' issues with minimal supervision.
• Consistently adhere to sales and service guidelines to provide an exceptional member service experience.
• Receive and disburse funds, posts deposits, loan payments, transfers, withdrawals, additions, and deletions of authorized account signers.
• Processes loan advances from credit card or line of credit accounts.
• Issues cashier's checks
• Balances cash drawer daily
• Create a welcoming, friendly, professional environment when interacting with the public.
• Supports and actively promotes all marketing campaigns.
• Consistently achieve cross-sell goals by promoting and selling products and services to fit the member's needs.
• Scans and balances check in preparation for check processing.
• Assist in processing school bags and in balancing the cash vault.
• You might be required to perform your duties at different branch locations.

Foothill Credit Union is an Equal Opportunity Employer and 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.

Requirements :

• 1-3 years of credit union / banking experience.
• High school diploma or equivalent
• Proven ability to handle confidential information with discretion
• Knowledge of the industry the organization serves is preferred.
• Other Skills and Abilities :
• Proven ability to handle confidential information with discretion
• Excellent communication skills, both verbal and written
• Proficient in the use of Microsoft Office Suite
• Demonstrated ability to resolve member issues and concerns effectively
• Strong interpersonal skills with a focus on empathy and customer satisfaction
• Ability to work in a fast-paced environment and adapt to changing priorities
• Experience with data entry and maintaining accurate member records-
• Capacity to work both independently and as a team player
• Bilingual (Spanish / English) proficiency 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

Compensation details : 19-22.19 Hourly Wage

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