Member Services Consultant III

Company: Foothill Credit Union
Location: Glendora
Posted on: August 28, 2024

Job Description:

Description: Position: Member Service Consultant lllStatus: Full-Time, some Saturdays Salary Range: $22.00 to $28.18 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. Serving our members with excellence and exceeding expectations is at the forefront of our business, and we can happily share that Foothill has been ranked a five-star financial institution by Bauer Financial. Bauer only recommends institutions with four- and five-star ratings. We are amongst the highest of our peers. 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.
AwardsCUNA 2021 Member Benefits Top Performance for delivering a direct benefit of $690 per member household.
Benefits:We offer a competitive compensation package, including 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 PlanFlexible Spending AccountLife and AD&D InsurancePaid Time-Off ProgramEducational Reimbursement ProgramPaid HolidaysSpecial Recognition ProgramsReferral ProgramFoothill 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.
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. 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. - Renews and updates certificate accounts. - IRA Certified Specialist -Maintains IRA accounts and answers questions regarding IRAs, - Processes and funds loan applications when available - Take an application on Meridian Link for the best consumer loan product/s for the member. - When opening new members' accounts through Meridian, pull credit for full credit review and processing. - Call and email members to follow up. - Cross-sell and refer other products such as mortgages and Foothill Investment Services - Maintains advanced knowledge of all loan products. - 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. - Achieves designation of Certified Financial Counselor through the CUNA program - Authorized for medallion signature guarantees. - Completes required reports and records accurately and promptly. - Performs other duties as needed.Requirements: 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.
• Good understanding of Credit Union services and products
• 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
  • NotaryOther Skills and Abilities:
    • Excellent verbal and written skills
    • Excellent interpersonal and customer service skills
    • Excellent time management skills and reliable attendance
    • Ability to identify members' 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.
    • 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: 22-28.18 Hourly Wage
      
      
      
      PI23e4ac4de4b3-37248-34784484

Keywords: Foothill Credit Union, Glendora , Member Services Consultant III, Accounting, Auditing , Glendora, California