Client Service Support Rep

Description: Position: Member Service Representative II
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. 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.
CUNA 2021 Member Benefits Top Performance for delivering a direct benefit of $690 per member household.
Health insurance coverage (Medical, Dental, and Vision)
Flexible Spending Account
Life and AD&D Insurance
Educational Reimbursement Program
Paid Holidays
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.
As a Member Service Representative, I welcome members into the branch and provide excellent member service that promotes financial education while using expert knowledge in summary deposit, loan, and convenience service products to process various financial inquiries accurately and efficiently. Provides excellent member service and is responsible for achieving and exceeding established cross-sell goals, actively supporting organizational goals and promotions, and maintaining acceptable member service standards.
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
Balances cash drawer daily
Supports and actively promotes all marketing campaigns.
Assist in processing school bags and in balancing the cash vault.
Assists in the training of new team members.
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.
High school diploma or equivalent
1-3 years of credit union/banking experience.
Previous teller or equivalent experience serving customers.
~ Knowledge of banking and/or credit union regulations and statutes:

Regulation CC - Funds Availability/Check Collection The Right to Financial Privacy
Regulation DD - Truth-in Savings Uniform Commercial Code
Ability to identify members' opportunities for financial improvement, communicate recommendations, and provide support.
Projects a professional image.
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