HawaiiUSA Federal Credit Union · 1 week ago
Member Relationship Consultant
Kaneohe Branch, Kaneohe, HI, US
Full-time
Onsite
Entry Level
$25/hr - $25/hr
2+ years expHawaiiUSA Federal Credit Union is a local, not-for-profit financial cooperative dedicated to helping members achieve their financial goals. They are seeking a Member Relationship Consultant to deliver outstanding member experiences by building trust and offering consultative advice, while focusing on nurturing member relationships and supporting financial wellness.
BankingFinancial ServicesInsuranceVenture Capital
Responsibilities
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
Analyze credit and financial information for processing of loans including secured loans/lines and other credit union products for members to ensure applicable lending policies and procedures are followed
Cross-Selling: leveraging opportunities to cross-sell other credit union products and services that complement deposit gathering
Promotion of Credit Union Values: represent the credit union’s values and mission in daily interactions, contributing to a positive organizational culture
Product Knowledge: in-depth understanding of various deposit products like savings accounts, checking accounts, share certificates, and IRAs
Participate and help lead product knowledge and sales meetings
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties
Remains current on the HawaiiUSA practices, policies, and procedures and completes all transactions with accuracy and within guidelines
Ensures confidentiality of all Member and credit union information
Additional job functions: Performs other duties as assigned
Qualification
Required
High School Diploma or GED required
2 or more years of previous related experience, preferred
Tech Savvy, able to teach Member's how to use us digitally
Analytical problem-solving skills
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
Sitting for prolonged periods at a desk working on a computer
Standing for prolonged periods of time in a stationary position
Walking on occasion for up to 2 hours per day
Reaching, bending, twisting, turning frequently
Lifting, pulling, pushing, and carrying up to 30 pounds on occasion
Preferred
2 or more years of previous related experience, preferred
Notary Public preferred
NMLS preferred
Benefits
100% of employees 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) and 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
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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