Member Service Representative II

$39,520 - $52,811/Yr

Foothill Credit Union - Arcadia, CA

Full-time - Entry Level

Arcadia, CA

About the position

The Member Service Representative II (MSR II) plays a crucial role in delivering exceptional service to members of Foothill Credit Union. This position focuses on exceeding member expectations through professional and friendly interactions, while also achieving sales targets and contributing to the overall success of the organization. The MSR II is responsible for a variety of tasks including processing transactions, resolving member issues, and promoting credit union products and services.

Responsibilities

• 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, post deposits, loan payments, transfers, withdrawals, and manage account signers.
• Process loan advances from credit card or line of credit accounts and issue cashier's checks.
• Balance cash drawer daily and maintain records of various transactions.
• Conduct limited activities associated with opening new accounts and assist members with complex requests.
• Create a welcoming, friendly, professional environment when interacting with the public.
• Achieve cross-sell goals by promoting and selling products and services to fit the member's needs.
• Scan and balance checks in preparation for check processing and assist in balancing the cash vault.

Requirements

• 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.
• Strong interpersonal skills, a positive attitude, and a willingness to assist others.
• Ability to identify members' opportunities for financial improvement and communicate recommendations.
• Effective verbal and written communication skills.
• Reliable attendance and good judgment.
• Basic math skills and organizational ability.
• Projects a professional image.

Nice-to-haves

• Bilingual (Spanish/English) proficiency preferred.

Benefits

• Health Insurance Coverage (Medical, Dental, and Vision)
• 401(k) Plan with dollar-for-dollar match (up to 6%)
• Profit-Sharing Plan
• Flexible Spending Account
• Life and AD&D Insurance
• Paid Time-Off Program
• Educational Reimbursement Program
• Paid Holidays
• Special Recognition Programs
• Referral Program