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Foothill Credit Union · 15 hours ago

Member Services Consultant II

Arcadia, California

Full-time

Onsite

Mid Level

3+ years exp

Foothill Credit Union is a full-service financial institution proudly serving the San Gabriel Valley. The Member Services Consultant II plays a key role in enhancing member experiences by building relationships and assisting members in achieving their financial goals through informed product recommendations.

Credit CardsFinancial ServicesNon Profit

Growth Opportunities

Responsibilities

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

Qualification

Member service experienceCredit Union knowledgeLoan processingNotary ServicesCertified IRA SpecialistNMLSVerbal skillsCustomer service skillsProficient math skillsMicrosoft Office SuiteBilingual (Spanish/English)Written skillsTime management skills

Required

High school diploma or equivalent

3-5 years in a member service-oriented position or one (1) year as an MSC I 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

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