Member Service Representative II

HawaiiUSA Federal Credit Union•Aiea, HI

3d•$0 - $23•Onsite

About The Position

The Member Service Representative II (MSR II) engages with members to provide exceptional member experience, processes transactions accurately, maintains records, and balances daily transactions in accordance with established policies and procedures. In addition to that, this role would also be responsible for developing and growing relationships through proactive sales behaviors. The Member Service Representative (MSR) II effectively balances responsibilities between processing operational transactions and also supporting the platform by opening accounts and loans.

Requirements

High School Diploma or GED required
Effective written and verbal communication skills
Strong organization and planning skills; ability to prioritize effectively
Ability to work both independently and cohesively with others, fosters team environment

Nice To Haves

1-3 years of previous related experience
Notary Public (or willing to obtain within the first 12 months of employment)

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 utilizes sales techniques to develop existing or new Member relationships, often while processing transactions.
Understands the role in sales growth and meets branch-assigned and individual goals
Builds, develops, and expands Member relationships through needs-based assessments to identify and recommend deposit, credit, and lending solutions to help Members achieve their financial goals.
Processes new memberships, additional share accounts, savings services, loan requests, and loan fundings as requested by the Member.
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
Performs other duties as assigned