Member Outreach Specialist
Foothill Credit Union is a community-focused financial institution based in Arcadia, CA, dedicated to improving the financial health of its members. The Member Outreach Specialist role involves engaging with new members, driving growth through onboarding and sales, and collaborating with various teams to enhance member relationships and loan closings.
Responsibilities
- Assume responsibility for all online new membership applications using Meridian Link with effective cross-selling and communications through the entire onboarding lifecycle
- Assume responsibility for consulting and closing Consumer Loan applications using Meridian Link that have been approved but have not been funded
- Service calls in conjunction with the established 45-day onboarding process in effect for all new members
- Open new share accounts and all services associated with the account
- Maintain a complete understanding of all Foothill products and services, including all deposit products and services and consumer loan products, including Home Equity Lines of Credit and Home Advantage products and digital services
- Has a complete understanding of all Consumer loan ancillary products, Mechanical Breakdown Insurance (MBI), Guarantee Asset Protection (GAP), and Credit Life/Disability Insurance
- Maintain a thorough working knowledge of key application systems such as Epysis, Meridian Link, text message solution, Alkami, CRM, etc
- Partner with the Marketing and Business Development teams to develop and request targeted outbound member contact campaigns by actively promoting, explaining, and cross-selling credit union promotions
- Attend all front-line meetings and trainings when requested
- Prepare monthly production reports for tracking and process improvement
- Regularly makes suggestions to improve policies, procedures, member programs/promotions, and process changes
Skills
- Energized by connecting with people, driving growth, and turning opportunities into lasting relationships
- Enthusiasm, professionalism, and a proactive mindset
- Dynamic, people-focused professional
- Experience with new member onboarding, sales, and ongoing engagement
- Ability to maximize approved loan closings
- Support online and digital membership expansion
- Proactively engage new and prospective members through targeted phone, email, and text outreach
- Serve as a primary point of contact for new members, including online applicants and approved borrowers who have not yet funded
- Provide guidance, consultation, and hands-on assistance with processing, funding, account openings, and next steps
- Execute focused outreach campaigns designed to grow membership, increase loan volume, and deepen member relationships
- Strong collaboration with Consumer Loan Specialists, branch team members, marketing partners, and Business Development Consultants
- Assume responsibility for all online new membership applications using Meridian Link
- Effective cross-selling and communications through the entire onboarding lifecycle
- Consulting and closing Consumer Loan applications using Meridian Link that have been approved but have not been funded
- Service calls in conjunction with the established 45-day onboarding process for all new members
- Open new share accounts and all services associated with the account
- Complete understanding of all Foothill products and services, including all deposit products and services and consumer loan products
- Complete understanding of all Consumer loan ancillary products, Mechanical Breakdown Insurance (MBI), Guarantee Asset Protection (GAP), and Credit Life/Disability Insurance
- Thorough working knowledge of key application systems such as Epysis, Meridian Link, text message solution, Alkami, CRM, etc
- Partner with the Marketing and Business Development teams to develop and request targeted outbound member contact campaigns
- Attend all front-line meetings and trainings when requested
- Prepare monthly production reports for tracking and process improvement
- Regularly make suggestions to improve policies, procedures, member programs/promotions, and process changes
Benefits
- 100% covered Medical/Dental/Vision for Team Members
- 401(k) plan with match
- Profit-Sharing Plan
- Paid Holidays
- Paid Time-Off
- And more!
Company Overview