HawaiiUSA Federal Credit Union · 4 months ago
Senior Member Relationship Consultant
Mililani Branch, Mililani, HI, US
Full-time
Onsite
Mid, Senior Level
$26.20/hr - $28/hr
3+ years expHawaiiUSA Federal Credit Union is a local, not-for-profit, federally insured financial cooperative dedicated to helping members achieve their financial goals. The Senior Member Relationship Consultant plays a pivotal role in fostering and maintaining strong relationships with banking clients by delivering personalized financial solutions and exceptional service, while ensuring compliance with bank lending policies.
BankingFinancial ServicesInsuranceVenture Capital
Responsibilities
Build and maintain strong client relationships by demonstrating empathy, patience, and a deep understanding of retail banking services and lending practices
Engage proactively with members through outbound calling and in-person interactions to identify financial needs and recommend appropriate banking products
Utilize banking software and customer relationship management (CRM) to track member interactions, manage sales pipelines, and ensure timely follow-up on loan underwriting and account opening processes
Conduct consultative sales conversations to promote lending products such as home equity loans, consumer loans, and other financial services in alignment with bank policies
Collaborate with internal teams to ensure compliance with bank lending policies and deliver seamless service experiences that enhance member satisfaction
Ability to adapt quickly to changing banking regulations and market conditions
Qualification
Required
High school diploma or equivalent
3-5 years proven experience as a Bank Teller, relationship banker, or in a similar retail banking role with direct customer interaction
Demonstrated knowledge of lending products, loan underwriting, and bank lending policies
Strong communication skills with the ability to show empathy and patience when dealing with diverse client needs
Preferred
A degree in finance, business, or related field is preferred
Proficiency in using Salesforce CRM or equivalent customer relationship management software
Previous experience specifically in consultative sales within the finance and insurance industry
Training in loan underwriting or financial advising
Experience working with home equity and consumer loan products in a banking environment
NMLS (have already or will be required to attain within 1 year)
Certified Notary (have already or will be required to attain within 1 year)
Certified Credit Union Financial Counselor (can attain here at HawaiiUSA FCU)
Benefits
100% of employees with single medical, drug, vision, and dental monthly health insurance premiums
Paid volunteer time
Pay it forward program
Matching their charitable donations up to $250 per year per employee
Tuition assistance for higher education
Paid Time Off
11 Paid Holidays
401(k)
3% Employer Contribution
Health insurance
Vision insurance
Dental insurance
Prescription drug insurance
Tuition reimbursement
Life insurance
Flexible spending account
Disability insurance
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.
Company
HawaiiUSA Federal Credit Union
HawaiiUSA Federal Credit Union is a not-for-profit federally insured financial cooperative owned and operated by our members.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jen Yamane
Senior Talent Acquisition Partner
Joanne Ching
Financial Wellness Partner
Recent News
Business Journals
2024-05-27
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