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HawaiiUSA Federal Credit Union · 3 months ago

Member Service Representative II

Kihei Branch, Kihei, HI, US

Full-time

Onsite

Entry Level

$20.07/hr - $20.60/hr

1+ years exp

HawaiiUSA Federal Credit Union is a local, not-for-profit financial cooperative dedicated to helping members achieve their financial goals. The Member Service Representative II engages with members to provide exceptional service, processes transactions, and develops relationships through proactive sales behaviors.

BankingFinancial ServicesInsuranceVenture Capital

Comp. & Benefits

Responsibilities

Promotion of Credit Union Values: represent the credit union’s values and mission in daily interactions, contributing to a positive organizational culture

Process member transactions efficiently and accurately in accordance with established policies and procedures

Knowledgeable in all tools, products, and services to provide answers and assistance to Members’ questions or concerns

Proactively utilizes sales techniques to develop existing or new Member relationships, often while processing transactions

Understands the role in sales growth and meets branch-assigned and individual goals

Builds, develops, and expands Member relationships through needs-based assessments to identify and recommend deposit, credit, and lending solutions to help Members achieve their financial goals

Processes new memberships, additional share accounts, savings services, loan requests, and loan fundings as requested by the Member

Recommends alternative channels such as online, mobile, and digital solutions

Support Branch Operations: assist the branch with daily operational tasks

Seek opportunities to promote the organization and engage in the communities we serve in volunteer service hours

Remain current on the HawaiiUSA practices, policies, and procedures

Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties

Problem Resolution: address and resolve member concerns and discrepancies in transactions with empathy, referring complex issues to senior employee when necessary

Ensures confidentiality of all Member and credit union information

Team Collaboration: work collaboratively with other team members to meet daily operational goals and provide consistent member service

Effective Communication: Communicate clearly and effectively, ensuring members understand their transactions and services offered

Additional job functions: Performs other duties as assigned

Qualification

Notary PublicSales techniquesEffective communicationOrganizational skillsTeam collaboration

Required

High School Diploma or GED required

Effective written and verbal communication skills

Strong organization and planning skills; ability to prioritize effectively

Ability to work both independently and cohesively with others, fosters team environment

Ability to stand for long periods of time

Preferred

1-3 years of previous related experience preferred

Notary Public

Benefits

We cover 100% of employees single medical, drug, vision, and dental monthly health insurance premiums.

Employees also love receiving paid volunteer time, our pay it forward program, and matching their charitable donations up to $250 per year per employee.

Tuition assistance for higher education is another special way we invest in our workforce.

Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Paid time off, Vision insurance, Dental insurance, Prescription drug insurance, Tuition reimbursement, Life insurance, Flexible spending account, Disability insurance, Health savings account, Opportunities for advancement, Employee assistance program, Referral program, Retirement plan, Employee discount, Paid training, Professional development assistance, AD&D insurance, Volunteer time off, Credit union membership, Paid orientation, and more.