Universal Banker - Member Services Specialist at Foothill Credit Union

Glendora, California, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Dec, 25

Salary

35.25

Posted On

25 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication, Problem-Solving, Attention To Detail, Interpersonal Skills, Banking Regulations, Financial Transactions, Cross-Selling, Loan Processing, Confidentiality, Microsoft Office, Bilingual Spanish, Organizational Skills, Initiative, Teamwork, Leadership

Industry

Financial Services

Description

Description Position: Universal Banker - Member Services Specialist Pay Range: $23.50 to $35.25 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 team members 401(k) plan with match Profit-Sharing Plan Paid Holidays Paid Time-Off And more! About the Role: The Member Services Specialist serves as a knowledgeable consultant responsible for providing high-level support to members visiting a branch or calling through the contact center. They engage members and educate them about Foothill’s products and services and provide support to members by handling requests from routine to complex situations. They seek opportunities to provide members with new or underutilized products and services. The MSS cross-sells services and performs related functions as required and are responsible for achieving established cross-selling goals and actively supporting organizational goals and promotions. They often assist or refer members with any questions or problems and attend telephone inquiries and transactions for members. 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. · Provide assistance needed by members contacting the contact center or visiting a branch · Supports the Credit Union by working at various locations and performing the duties of an MSR or an MSC · The Branch Manager of the location will determine where the MSS is needed most. The position could perform teller and/or MSS duties as directed · Provide an exceptional member experience while demonstrating willingness and interest to help through body language and a friendly tone of voice. Monitors lobby traffic or calls in queue to ensure members are being helped in a timely and welcoming manner · Assist members with efficient, confidential, and professional financial transactions, including—but not limited to—deposits, withdrawals, transfers, account inquiries, account maintenance, account holds, fraud forms, debit/credit cards, loan payoffs, wire transfer requests, TCR/ATM balancing and general loan information · Consistently establish good rapport, explain solutions, define needs, and recommend actions during each member interaction to meet the member’s financial needs and improve the member’s financial health · Answer intermediate questions and solve problems for members by listening to concerns, collecting data, securing solutions, and reporting results to the inquiring party · Process loan requests from all channels. Conduct interviews for additional loan options and effectively comply with loan policies and procedures using Meridian Link · Complete all member onboarding activities effectively and efficiently · Complete required reports and records accurately and promptly; actively and professionally cross-sell credit union products and services · Print loan documents, collect signatures, and collect required documents to complete loan file · Takes complete ownership of every interaction, whether it requires a callback, extended research, or assistance from other teams to complete the request · Keep members informed of Credit Union services and policies · Inform the supervisor/manager of area activities and significant problems; make and assist with implementing suggestions to improve policies, procedures, and member programs/promotions · Complete loan signings for a home equity line of credit or Home Advantage loans Requirements Experience/Education Requirements: · High school diploma or equivalent · A minimum of three (3) years in personal banking, preferably within credit union operations, working in departments such as New Accounts, IRAs, Lending, ATMs, etc. · Leadership experience preferred · Preferably one year as a Senior level Banker Desirable certifications in the following areas: · IRA certified · Notary · NMLS Required Knowledge: · Thorough knowledge of Credit Union products, services, and policies · Understanding of Member Service Representative (Teller) and Member Service Consultant (Banker) job functions · Must have an exceptional understanding of banking regulations and statutes Other Skills and Abilities: · Excellent communication, customer service, and interpersonal skills · Ability to travel and provide coverage at all Foothill locations. · Solid math and clerical abilities · Problem-solving skills and a proactive mindset · Well organized with attention to detail · Bi-lingual Spanish preferred · Knowledge of Microsoft (i.e., Word, Excel, PowerPoint), other related computer applications, and business equipment, including 10-key and telephone. · Must be able to follow established credit union policies and practices and legal and regulatory requirements. · Ability to use discretion when handling confidential information. · Self-motivated and frequently demonstrates initiative. · Ability to maintain a good working relationship with all team members, members, and vendors and to use good judgment in recognizing the scope of authority. · Must be able to travel within the branch network regularly. · Must have a method of transportation when needed to carry out essential job-related functions; if operating a motor vehicle, must have a valid driver's license and proof of at least minimum automobile insurance coverage as required by the State of California. 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, intersectionality, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Responsibilities

The Member Services Specialist provides high-level support to members, engaging them and educating them about products and services. They handle requests ranging from routine to complex situations and actively seek opportunities to cross-sell services.