Member Services Specialist - Waianae Branch

Pearl Hawaii Federal Credit Union•Waianae, HI

just now•$19 - $27•Onsite

About The Position

Provides members with courteous, efficient, and accurate service in depositing funds, withdrawing funds, opening and cross selling new share accounts, certificate accounts, and other new services. Also provides members with courteous, accurate, and efficient loan service, which includes providing loan information, interviewing and accepting loan applications in accordance with loan policies, and ensuring that each loan application is handled properly and in a timely manner.

Requirements

Ability to learn and apply learned skills.
Ability to work with all types of people.
Ability to use a computer key board.
Ability to type 40 WPM.
Ability to operate a 10 key calculator.
Knowledge of basic math skills.
Ability to work cooperatively with members, co-workers and management.
Must be bondable.
High School Graduate or GED equivalent required.
One year experience working in a financial institution preferred.
Must be willing to attend/participate in any training necessary to learn/update skills or knowledge required for the position.

Responsibilities

Performs all duties exceptionally, safely, and efficiently.
Receives cash and checks for payments or deposits.
Issues checks or cash for withdrawals.
Processes transfers between accounts.
Issues travelers checks, money orders, and movie tickets. Maintains logs and adheres to inventory and control procedures.
Cross sells savings and loan services to existing and new members.
Provides routine information on credit union products and services, policies, and member accounts in person, by phone, or by mail.
Balances cash and checks to computer totals on a daily basis and prepares bank deposits.
Opens new Savings, Checking, IRA, Trust, and Savings Certificate Accounts as well as provides information and disclosures relating to these services.
Processes applications for plastic cards and the Member Telephone Service.
Processes deposits, withdrawal requests, loan payments, and loan close-outs received via mail.
Provides members with payroll allotment forms.
Maintains appropriate department records and files.
Assists in balancing daily work.
Assists in auditing of cash machines and other instruments with their immediate manager.
Performs Shared Branching Transactions (HICUSO & CO-OP).
Order supplies for department as needed from the HR Director.
Removes and replenishes coin machine bags and prepares coin machine bags for deposit processing.
Processes coin machine transactions.
Processes the opening and closing of Safe Deposit Boxes.
Processes ATM deposits or payments.
Assume the duties of the Member Services Coordinator in their absence.
Interview and obtain information from loan applicants to be able to process loan requests made by members for all types of loans offered excluding mortgage applications.
Verifies loan application information to ensure that all essential information to make a decision has been noted.
Assures all loan applications are completed in accordance with applicable federal and state laws and regulations.
Inputs loan application information into computer terminal for processing.
Conducts every aspect of this position, involving interpersonal relations, in line with the concept that all personnel, staff, shareholders and visitors are afforded full and equal treatment in all matters without regard to race, creed, color, sex, sexual orientation, age, national origin, lawful political affiliation, physical handicap or marital status.
Periodically serves on various Credit Union committees (ie. Safety, Social Events, etc.)
Performs such other duties and responsibilities as may be prescribed by the Senior Member Services Specialist II, Branch Manager, VP Branch Operations or the President/CEO.
Pursues a program of self-development, utilizing such training and education as may be required by the credit union in connection with this position or for career development.
Ensures a secure, neat, clean and safe work area.