HawaiiUSA Federal Credit Union · 14 hours ago
Member Service Representative
HawaiiUSA Federal Credit Union is a local, not-for-profit financial cooperative dedicated to helping members achieve their financial goals. The Member Service Representative engages with members to provide exceptional service, processes transactions, and maintains records while identifying and referring product inquiries to appropriate employees.
BankingFinancial ServicesInsuranceVenture Capital
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 engage with members to understand their financial and banking needs
Utilizes sales techniques to develop existing Member relationships, often while processing transactions
Understands the role in sales growth and meets branch-assigned and individual goals
Generate cross sales referrals by actively promoting products and services provided by internal and external partners
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
Required
High School Diploma or GED required
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 engage with members to understand their financial and banking needs
Utilizes sales techniques to develop existing Member relationships, often while processing transactions
Understands the role in sales growth and meets branch-assigned and individual goals
Generate cross sales referrals by actively promoting products and services provided by internal and external partners
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
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
1 year of previous related experience, 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)
3% Employer Contribution
Health insurance
Paid time off
Vision insurance
Dental insurance
401(k)
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.
Funding
Current Stage
Growth StageRecent News
Business Journals
2024-05-27
Company data provided by crunchbase