Description:
FLSA Classification: Non-Exempt
Salary Range: $ to $
Founded in 1958, Foothill is a not-for-profit, member owned $720 million-strong cooperative financial institution serving more than 30,000 members. Our focus is to provide quality member service to our 300+ SEGs, including 6 hospitals, 14 school districts, 2 colleges, 17 private schools, business, 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 in order to give back to our members and community.
Awards
CUNA 2021 Member Benefits Top Performance for delivering a direct benefit of $690 per member household.
Summary:
Under regular supervision the Member Services Representative I (MSR I), embraces the Credit Union’s mission to improve member financial health by providing an exceptional member experience and demonstrates support of the credit union’s core values by always representing the Credit Union in a professional, friendly, helpful, and timely manner.
Provides excellent member service and is responsible to achieve and exceed established cross sell goals, actively support organizational goals, promotions, and maintain acceptable member service standards. Takes personal responsibility for constantly improving their knowledge level for all CU products and services as well as CU operations and compliance issues by actively seeking out advanced training opportunities.
Essential Duties and Responsibilities:
The Member Service Representative I welcomes members into the branch and provide excellent member service that promotes financial education while using expert knowledge in deposit, loan and, convenience service products to accurately, and efficiently process a variety of financial inquiries. The job duties, responsibilities, and requirements represent 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.
· Routinely follows the sales and service guidelines to provide our members with an exceptional member service experience
· Receives and disburses funds, posts deposits, loan payments, transfers, withdrawals and issue cashier’s checks
· Processes loan advances from credit card or line of credit accounts.
· Balances cash drawer daily
· Operates computer terminals and maintains records of various transactions
· May conduct limited activities associated with opening new accounts
· Creates a friendly, professional, and relaxed environment when interacting with the public
· Supports and actively promotes all marketing campaigns
· Scan and balance checks in preparation for check processing. Processes school bags and assists in cash vault balancing
· Cross-sell products and services to members and required to consistently achieve all cross-sell goals
Other Skills and Abilities:
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:
· High School diploma or equivalent
· Previous teller or equivalent experience serving customers preferred
Knowledge of banking and/or credit union regulations and statutes preferred
PI220264971