Member Services Consultant II

Foothill Federal Credit Union•Arcadia, CA

14d•$21 - $32

About The Position

The Member Services Consultant II (MSCII) plays a key role in shaping exceptional member experiences at Foothill Credit Union. As a trusted financial partner, the MSCII builds meaningful relationships with members, helping them make confident decisions and achieve their financial goals. Through thoughtful conversations and a deep understanding of each member’s needs, the MSCII recommends products and services that truly make a difference in their financial well-being. Driven by curiosity and a commitment to growth, the MSCII continuously expands their knowledge of Foothill’s offerings, operations, and compliance standards—ensuring every interaction reflects the highest level of service, integrity, and expertise.

Requirements

High school diploma or equivalent
3-5 years in a member service-oriented position or one (1) year as an MSC l or personal banker, preferably within credit union operations working in such departments as New Accounts. IRA’s, Lending. ATM, etc.
Good understanding of Credit Union services and products
Experience processing home equity line of credit and cross-selling credit union services
Notary Services
Consistent attendance

Nice To Haves

Desired certifications in the following areas: Certified IRA Specialist
NMLS
Excellent verbal and written skills
Excellent interpersonal and customer service skills
Excellent time management skills
Ability to identify member opportunities for financial improvement, communicate recommendations, and provide support
Ability to make sound judgments
Ability to organize and prioritize tasks while maintaining detailed, accurate records
Ability to maintain a professional image
Proficient math skills
Proficient with Microsoft Office Suite
Bilingual (Spanish/English) preferred

Responsibilities

Process and open New Accounts through Meridian while complying with eligibility and regulatory requirements
Set up home banking services, including e-statements, for new and existing members
Order checks and manage account-related services such as stop payments and payroll deductions and process authorization forms and related documentation accurately
Perform file maintenance, including account updates and changes
Renew, update, and maintain certificate and IRA accounts; respond to basic IRA inquiries
Accept loan applications using Meridian Link, identifying the best consumer loan products for members
Obtain credit reports during account openings for comprehensive credit analysis and processing
Process and sign loan documentation for HELOC, Home Advantage, and personal loans
Provide Notary Services and Medallion Stamp Certification as needed
Maintain attestation for NMLS# (Nationwide Multistate Licensing System)
Follow up with members via phone and email to ensure timely completion of services and applications
Conduct outbound telemarketing to engage current and prospective members
Complete required reports and records accurately and in a timely manner
Attend scheduled meetings and training sessions as required
Perform research and other clerical support duties as assigned
Ensure work area is clean, secure, and organized at all times
Provide support across multiple branch locations as needed
Perform additional duties and responsibilities as assigned