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Member Service Representative jobs in United States
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HawaiiUSA Federal Credit Union · 12 hours ago

Member Service Representative

HawaiiUSA Federal Credit Union is a local, not-for-profit, federally insured financial cooperative dedicated to helping members achieve their financial goals. The Member Service Representative I engages with members to provide exceptional service, process transactions accurately, and maintain records while identifying product and service inquiries.
BankingFinancial ServicesInsuranceVenture Capital
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Comp. & Benefits

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 engage with members to understand their financial and banking needs
Utilize sales techniques to develop existing Member relationships, often while processing transactions
Understand the role in sales growth, and meet branch-assigned and individual goals
Generate cross sales referrals by actively promoting products and services provided by internal and external partners
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. Engage in community events
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
Perform other duties as assigned

Qualification

Customer Service ExperienceBanking SystemsSelf Service BankingCRM SoftwareBanking RegulationsPlanningOrganizingContinuous LearningAttention to DetailProblem SolvingRelationship Development

Required

High School (High school diploma) or GED required
One year of customer service experience preferred
Banking Systems (Introductory)
Self Service Banking (Introductory)
Customer Relationship Management (CRM) Software (Introductory)
Banking Regulations (Introductory)
Continuous Learning (Introductory)

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

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HawaiiUSA Federal Credit Union is a not-for-profit federally insured financial cooperative owned and operated by our members.

Funding

Current Stage
Growth Stage

Leadership Team

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Jen Yamane
Senior Talent Acquisition Partner
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Joanne Ching
Financial Wellness Partner
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Recent News

Company data provided by crunchbase