Banking New Accounts and Loans - Member Services Representative

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

Job Description:

D O 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-Exempt Reports To: Assistant Member Relationship Manager Pay Based on Experience: Starting $38,000 Annual Employee Benefits In 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.
      
      
      
      PI180403447

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