Member Service Representative II

HawaiiUSA Federal Credit Union • Mililani, HI

1d • $23

About The Position

The Member Service Representative II (MSR II) engages with members to provide exceptional member experience, process transactions accurately, maintain records, and balance daily transactions in accordance with established policies and procedures. This role is also responsible for developing and growing relationships through proactive sales behaviors. The MSR II effectively balances responsibilities between processing operational transactions and supporting the platform by opening consumer deposit accounts.

Requirements

• High School (High school diploma) or GED required
• One to three years of customer service and sales experience preferred

Nice To Haves

• Notary Public preferred (or willing to obtain within the first 12 months of employment)

Responsibilities

• 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 utilize sales techniques to develop existing or new Member relationships, often while processing transactions.
• 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 and all consumer deposit accounts.
• Refers consumer lending products and insurance and investment services.
• Recommend alternative channels such as online, mobile, and digital solutions.
• 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.
• 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.
• Ensure confidentiality of all Member and credit union information.
• Perform other duties as assigned.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees