The Member Service Representative I engages with members to provide exceptional member experience, processes transactions accurately, maintains records and balances daily transactions in accordance with established policies and procedures. This role is also responsible for identifying and referring product and service inquiries to the appropriate employee.
ESSENTIAL DUTIES AND 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
MINIMUM REQUIREMENTS AND SKILLS
High School Diploma or GED required
Less than 1 year of previous related experience preferred
Possesses the professional skills appropriate to the job title
Able to work both independently and cohesively with others, fosters team environment
Able to handle all confidential matters professionally; always maintaining the privacy of our member's account information
Possesses organization and planning skills
Possesses good written and verbal communication skills
MINIMUM PHYSICAL REQUIREMENTS :
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.
BENEFITS AND PAY
The expected pay range for Member Service Representative is $18.34 - $18.85 per hour.
We cover 100% of employees single medical, drug, vision, and dental monthly health insurance premiums. Employees also love receiving paid volunteer time, our pay it forward program, and matching their charitable donations up to $250 per year per employee. Tuition assistance for higher education is another special way we invest in our workforce. Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Paid time off, Vision insurance, Dental insurance, Prescription drug insurance, Tuition reimbursement, Life insurance, Flexible spending account, Disability insurance, Health savings account, 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.
About Us
HawaiiUSA Federal Credit Union is a local, not-for-profit, federally insured financial cooperative, owned and operated by our members since 1936. We are dedicated to helping members achieve their financial goals and our employees reach their career aspirations. We are committed to our community by extending ourselves through our time, efforts and resources. Our motto, Life Matters, means celebrating life's experiences and creating fulfilling work opportunities, not just jobs.
Instructions:
Please make sure to fill out all required fields in the application process, making sure to list a
minimum of 3 employers
unless you have worked for less than 3 employers. For required fields that may not apply to you, enter "N/A". Please also include
3 professional references
i.e. individuals who you worked with, ideally supervisors.
Other details
Job Family SALES
Pay Type Hourly
Min Hiring Rate $18.34
Required Education High School
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