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Banking New Accounts and Loans - Member Services Representative

Company: University of Hawaii FCU
Location: Honolulu
Posted on: June 23, 2022

Job Description:

DO YOU WANT TO MAKE A DIFFERENCE?Join a spirited, dynamic team with Hawai`i's leading credit union as we make a difference in our community - providing financial value, exceptional service, and state-of-the-art convenience to our members. Position Title: Member Services Representative Department: Member Services FLSA Classification: Non-ExemptReports To: Assistant Member Relationship ManagerEmployee BenefitsIn addition to competitive pay, we are proud to offer a comprehensive benefits package.

  • Paid Employee Medical And Dental Insurance; UHFCU pays 100% Of The Base Employee Coverage
  • Medical and Dental Plan Premium Waiver Option
  • Eleven (11) Company Paid Federal Holidays Plus Four (4) Company Paid Personal Holidays
  • Eligible to Earn Ten (10) Days Paid Vacation; Increases With Years Of Service
  • Paid Sick Leave
  • 401(k) Retirement With Employer Match And Profit Sharing
  • Employee Loan Discount
  • UHFCU Subsidizes 50% For Monthly Bus Pass
  • Flexible Spending Accounts: Healthcare and Dependent Care (Pre-Tax Benefit)
  • Credit Union-Paid Benefits Such As Group Term Life With AD&D Insurance, Long Term Disability Insurance And Long Term Care Insurance
  • Employee Assistance Program (EAP)
  • Internal and External Professional Development Opportunities
  • And Many More!Position Purpose: This high profile member contact position services members and potential (members) through face-to-face and telephone contact. Introduces and cross-sells products and services by opening share/share draft and loan accounts, explaining credit union policies, furnishing account statuses, processing loan applications, opening CD's and IRA's; is responsible for the complete and accurate execution of these functions.Essential Functions:
    • Assists members in accurately opening new accounts.
    • Performs monetary transactions.
    • Complies with all requirements of the credit union's Customer Identification Program.
    • Identifies and cross-service/sell additional products and services to meet member needs.
    • Assists members in accurately setting up direct deposits.
    • Opens, processes, and closes IRA accounts (share and certificates).
    • Assists members with consumer loan requests in accordance with current loan procedures.
    • Assists in closing accounts.
    • Handles security breaches and deceased accounts.
    • Assists in initiating wire transfers, stop payments and account disputes.
    • Promotes and sells third party member protection products.
    • Participates in external marketing campaigns/promotions.
    • Follows up communication with members via e-mail, phone, or mail.
    • Performs other duties as assigned.Performance Standards:
      • Provides excellent member service (internally & externally).
      • Achieves new accounts and loan production volumes as determined annually.
      • Keeps up to date on credit union policies, procedures and services.
      • Performs work with accuracy and completeness.
      • Work performed in a timely manner.
      • Disputes are resolved within established timeframes.
      • No audit issues.
      • Comply with all rules/regulations and procedures relating to member accounts, loan, and IRA information. QUALIFICATIONS:Education/Certification: High School or GED is required.Required Knowledge: Basic understanding of MS Office Suite is desired.Experience Required: One-two years teller/operations/customer service experience.Skills/Abilities: Excellent verbal and communication skills. Able to analyze and problem-solve.Able to prioritize workload and meet deadlines.Able to work independently and make sound decisions. ACTIVITIES AND REQUIREMENTS OF THIS POSITION:Repetitive Motion: Movements frequently and regularly required using wrists, hands, and/or fingers. Communication Skills: Must frequently convey detailed or important instructions of ideas accurately and quickly.Visual Abilities: Average visual acuity necessary to read, prepare and inspect documents or products.Hearing: Able to hear average or normal conversations and receive information. Physical Strength: Sedentary work (sitting most of the time). Able to lift and carry up to 25 lbs.Reasoning Ability: Able to apply common sense understanding to carry-out detailed instructions and to deal with problems involving variables.Mathematics Ability: Able to perform basic math skills including adding, subtracting, multiplying and dividing using a calculator.Language Ability: Able to write complex sentences using normal word order with present and past tenses, as well as a command of the English vocabulary.WORKING CONDITIONS:Air-conditioned, smoke-free office setting. ATTENDANCE REQUIREMENTS:Please note that scheduled attendance requirements may change due to business needs.BUSINESS HOURS:Monday through Saturday. Business hours are subject to change. Must be able to work additional hours, weekends, and holidays as needed. PI182626581

Keywords: University of Hawaii FCU, Honolulu , Banking New Accounts and Loans - Member Services Representative, Sales , Honolulu, Hawaii

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