Member Relationship Consultant

HawaiiUSA Federal Credit Union•Honolulu, HI

4d•$0 - $25•Onsite

About The Position

The Member Relationship Consultant (MRC) delivers excellent member experience by building trusting relationships, taking a consultative approach, and making relevant recommendations that meet member’s needs. The primary focus is nurturing members’ relationships and helping them on their life matters financial wellness, along with managing lending applications. This role would require teller functions as needed.

Requirements

High School diploma or GED required

Nice To Haves

Three or more years of customer service and sales experience
NMLS (or willing to obtain within the first 12 months of employment)
Notary Public (or willing to obtain within the first 12 months of employment)

Responsibilities

Represent the credit union’s values and mission in daily interactions, contributing to a positive organizational culture.
Understand the role in sales growth and meets branch-assigned and individual goals.
Build, develop, and expand member relationships through needs-based assessments to identify and recommend deposit, credit, and lending solutions to help members achieve their financial goals.
Process new memberships, additional share accounts, savings services, loan requests, and loan fundings as requested by the member.
Analyze credit and financial information for processing of loans including secured loans/ lines and other credit union products for members to ensure applicable lending policies and procedures are followed.
Demonstrate and educate alternative channels such as online, mobile, and digital solutions.
Leverage opportunities to cross-sell other credit union products and services that complement expressed or unexpressed needs.
In-depth understanding of various deposit products like savings accounts, checking accounts, share certificates, and IRAs.
Participate and help lead product knowledge and sales meetings.
Partner with other lines of business such as residential and commercial lending and investment services to deepen member relationships.
Assist with the opening and closing preparation of the branch.
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 and complete all transactions with accuracy and within guidelines.
Comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties.
Address and resolve member concerns and discrepancies in transactions with empathy, referring complex issues to senior employee when necessary.
Perform other duties as assigned.