Member Service Representative I

HawaiiUSA Federal Credit Union•Kaneohe, HI
•$0 - $21

About The Position

The Member Service Representative I (MSR I) engages with members to provide an exceptional member experience, process transactions accurately, maintain records, and balance daily transactions in accordance with established policies and procedures. The role identifies and refers product and service inquiries to the appropriate employee. The MSR I assists members with questions and concerns, learns about their financial and banking needs, and promotes relevant products, services, and digital channels. The position also supports daily branch operations, participates in community events, and follows HawaiiUSA practices, policies, procedures, regulatory compliance, and assigned training requirements. The expected pay is $21.00 per hour. Offered pay may vary depending on the candidate’s experience, skills, and other relevant factors.

Requirements

  • High school diploma or GED required.

Nice To Haves

  • One year of customer service experience preferred.

Responsibilities

  • Process member transactions efficiently and accurately in accordance with established policies and procedures.
  • Maintain records and balance daily transactions.
  • Know the organization’s tools, products, and services to answer members’ questions and provide assistance.
  • Proactively engage with members to understand their financial and banking needs.
  • Use sales techniques to develop existing member relationships, including while processing transactions.
  • Understand the role in sales growth and meet branch-assigned and individual goals.
  • Generate cross-sales referrals by actively promoting products and services provided by internal and external partners.
  • Recommend alternative channels, including online, mobile, and digital solutions.
  • Assist the branch with daily operational tasks.
  • Promote the organization and engage in the communities it serves, including through community events.
  • Remain current on HawaiiUSA practices, policies, and procedures.
  • Comply with regulatory requirements and assigned training, including BSA regulations relevant to the job duties.
  • Address and resolve member concerns and transaction discrepancies with empathy, referring complex issues to a senior employee when necessary.
  • Perform other duties as assigned.

Benefits

  • 100% coverage of employees’ single medical, drug, vision, and dental monthly health insurance premiums.
  • Paid volunteer time and a pay it forward program.
  • Tuition assistance for higher education.
  • Paid time off.
  • 11 paid holidays.
  • 401(k) with a 3% employer contribution.
  • Health insurance.
  • Vision insurance.
  • Dental insurance.
  • Prescription drug insurance.
  • Tuition reimbursement.
  • Life insurance.
  • Flexible spending account.
  • Disability insurance.
  • 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.
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