HawaiiUSA Federal Credit Union · 4 months ago
Member Service Representative II
Waipahu Branch, Waipahu, HI, US
Full-time
Onsite
Entry Level
$20.07/hr - $23/hr
1+ years expHawaiiUSA Federal Credit Union is seeking a Member Service Representative II who will engage with members to provide exceptional service and process transactions accurately. This role involves developing member relationships through proactive sales techniques and supporting operational tasks at the branch.
BankingFinancial ServicesInsuranceVenture Capital
Responsibilities
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 utilize sales techniques to develop existing or new Member relationships, often while processing transactions
Understand the role in sales growth and meets branch-assigned and individual goals
Build, develop, and expand member relationships through needs-based assessments to identify and recommend deposit, credit, and lending solutions to help members achieve their financial goals
Process new memberships and all consumer deposit accounts
Refers consumer lending products and insurance and investment services
Recommend alternative channels such as online, mobile, and digital solutions
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
Comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties
Address and resolve member concerns and discrepancies in transactions with empathy, referring complex issues to senior employee when necessary
Ensure confidentiality of all Member and credit union information
Perform other duties as assigned
Qualification
Required
High School (High school diploma) or GED required
Preferred
One to three years of customer service and sales experience preferred
Notary Public preferred (or willing to obtain within the first 12 months of employment)
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
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
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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