HonoluluRecruiter Since 2001
the smart solution for Honolulu jobs

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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest Hawaii jobs by following @recnetHI on Twitter!

Honolulu RSS job feeds