Member Services Specialist

Pearl Hawaii Federal Credit Union • Honolulu, HI

just now

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.
And provides members with courteous, accurate and efficient loan serv­ice, which includes providing loan information, interviewing and accepting loan applications in accor­dance with loan policies. 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.

Nice To Haves

• One year experience working in a financial institution preferred.

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. Also 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. (Note: Savings would refer to Regular, Christmas, Jumbo, and Posse Patrol Accounts)
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED