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

Employee Benefits

One great perk of working at UHFCU is we offer on-demand pay through our financial wellness provider. With the on-demand pay benefit, you can have the money you’ve already earned when you need it, so your time and money can work better for you. Get early pay access and get paid without waiting for your paycheck.

In addition to competitive pay, we are proud to offer a comprehensive benefits package.

• Medical Insurance which Includes Drug and Vision; Company pays 100% of Employee's Self-Coverage; PLUS, a Company Paid Subsidy Towards Family-Coverage
• Dental Insurance; Company Pays 100% of Employee's Self-Coverage and Employee Pays for Low Cost Family-Coverage
• Medical and Dental Plan Premium Waiver Option
• 401(k) Retirement Plan with Employer Match and Non-Elective Contribution (NEC)
• Eligible to Earn Thirty-Five (35+) Paid Days Off a Year
• Vacation Cash-Out Program
• Flexible Spending Accounts: Healthcare and Dependent Care (Pre-Tax Benefit)
• Company Pays for Employee Group Basic Life With AD&D Insurance
• Company Pays for Employee Long Term Disability Insurance
• Company Pays for Employee Long Term Care Insurance
• Voluntary Accident Recovery, Critical Illness + Cancer, and Hospital Insurance
• Employee Assistance Program (EAP)
• Employee Loan Discount
• Company Subsidizes 50% for Adult Monthly Bus Pass
• Cash Reward Employee Referral Program
• Workiversary Cash Reward and Gifts
• Internal and External Professional Development Opportunities
• And Many More!

Position Purpose:

High member encounter position establishing, supporting, and maintaining current and potential member relationships by conveniently processing financial transactions by mail, in person or by electronic interactions. Introduces and cross-sells products and services while opening new share/share draft accounts, thoroughly explaining credit union policies, providing account statuses, processing loan applications and accounts including, CDs and IRAs. The Member Services Representative provides exceptional service and is accountable for the accuracy and execution of all essential functions.

Essential Functions:

• Collects and prepares new account documents, member information, and/or loan applications to accurately open accounts complying with all requirements identified in the credit union’s Customer Identification Program.
• Carefully identifies, analyzes, and recommends opportunities for additional products and services correlating with member needs.
• Accepts and processes consumer loan applications and requests in accordance with current loan procedures.
• Opens, processes, and closes IRA (share and certificate) accounts.
• Assists with establishing direct deposits, account closures, and deceased accounts.
• Quickly addresses and resolves security breaches.
• Facilitates stop payments, account disputes, and assists in the initiation of wire transfers.
• Promotes and recommends third party protection products to appropriate members.
• Actively engages in credit union marketing campaigns and promotions.
• Develops member relationships and communicates via e-mail, phone, or mail communications.
• Performs deposit, loan, and a variety of financial transactions as needed.
• Performs other duties as assigned.

Performance Standards:

• Provides exceptional member relationship services (internally & externally).
• Achieves new accounts and loan production capacities as determined annually.
• Keeps current on credit union policies, procedures and products/services.
• Consistently assists, performs and/or promotes work functions with accuracy, promptness, and completeness.
• Addresses and resolves disputes and requests within established timeframes.
• No audit issues.
• Complies with all regulatory procedures relating to member accounts, loans, and IRA information.

QUALIFICATIONS:

Education/Certification:

High School or GED is required.

Required Knowledge:

Basic understanding of MS Office Suite is desired.

Experience Required:

1 - 2 years teller/operations/customer service experience.

Skills/Abilities:

Excellent communication and customer service skills.

Excellent analytical and problem solving skills.

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.

BUSINESS HOURS & ATTENDANCE REQUIREMENTS:

Monday through Saturday. Business hours are subject to change. Please note actual schedule may vary and attendance requirements may be based on business needs; must be able to work additional hours, weekends, and holidays, as needed.