Member Service Representative II

Foothill Credit Union•Covina, CA

2d•Onsite

About The Position

Join the Team That Puts Community First! Foothill Credit Union isn’t just a financial institution—we’re a trusted partner proudly rooted in the heart of the San Gabriel Valley. For decades, we’ve been serving educators, healthcare professionals, municipal employees, families, and more than 250 local businesses with one mission: to improve our members' financial health. Our commitment to excellence speaks for itself: Five-Star Rating from Bauer Financial—placing us among the best in the industry. Recognized by America's Credit Union with Diamond Awards in 2025 and 2026 for marketing excellence. #1 in California for Q4 2025 in the overall return of value to members among peer credit unions ($700MM–$1B), according to Callahan & Associates. But we’re more than numbers—we’re a community advocate. Through partnerships, events, sponsorships, and fundraising, we give back to the people and organizations that make the San Gabriel Valley thrive. When you join Foothill, you’re not just building a career—you’re making a difference. Ready to be part of something bigger? Apply today and help us continue to raise the bar for service, innovation, and community impact!

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, communicate recommendations, and provide support
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

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
Receives and disburses 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
Issues cashier's checks
Balances cash drawer daily
Operates computer terminals and maintains records of various transactions.
May conduct limited activities associated with opening new accounts.
Assist members with complex requests
Create a welcoming, friendly, professional environment when interacting with the public
Supports and actively promotes all marketing campaigns
Consistently achieve cross-sell goals by promoting and selling products and services to fit the member's needs
Scan and balances check in preparation for check processing
Assist in processing school bags and in balancing the cash vault
You might be required to perform your duties at different branch locations
Assist in the training of new team members