Senior Member Services Specialist II - Ewa Branch

Pearl Hawaii Federal Credit Union•Ewa Beach, HI

1d•Onsite

About The Position

Provides assistance to the Branch Manager in ensuring that the Member Services Specialists are performing their functions at a highly satisfactory level. Provides members with prompt, courteous, efficient, and accurate financial services. This role involves supervising Member Services Specialists and Coordinators, releasing holds, waiving fees, verifying cash counts, and performing Member Services Specialist functions as needed. The position also ensures proper reconciliation of money orders and travelers checks, verification of member transactions, balancing of daily work, and assumes duties of the Branch Manager in their absence. Additionally, it includes training new specialists, assisting with performance evaluations, processing mail transactions, maintaining records, ensuring a clean and organized department, opening new accounts, cross-selling products and services, providing account information, and potentially assisting at other branches. The role also involves placing service calls, replenishing cash machines, verifying cash totals at closing, arming/disarming the branch, placing cash orders, and auditing cash machines. Specific duties for the Waipio branch include assisting the Operations Support Manager and responding to SSA requests. Consumer Lending duties involve interviewing loan applicants, verifying application information, ensuring compliance with laws and regulations, and inputting loan data into the computer system.

Requirements

Ability to use a computer keyboard.
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.
Ability to effectively supervise people.
Must be bondable.
Two years of experience as a Member Services Specialist (or similar position) required.
Requires the application of sound decision-making principles, logical thinking and good judgment.
Requires alertness, concentration and attention to detail.
Requires the use of good judgment when dealing with difficult or uncomfortable situations.
Ability to communicate clearly both orally and in writing with members, peers and managers.
Requires sitting at a work station and using a telephone for periods up to 4 hours (without a break) for up to a 10 hour work day.
Requires the ability to understand and complete instructions.
Requires data entry/key punching and mouse skills to complete daily work.
Ability to view and correctly interpret numbers, text and images on a computer screen.
Requires the use of various office equipment to perform duties.
Requires verifying documents for accuracy.
Requires working beyond the 8-hour day periodically.
Requires receiving and dispersing verified amounts of cash and negotiable instruments according to accepted procedures.

Nice To Haves

A two or four year college degree
One year of work experience as a Senior Member Services Specialist II (or comparable position)
Three consecutive years or more of satisfactory employment with Pearl Hawaii FCU
May require lifting and carrying up to 40 pounds.

Responsibilities

Provides guidance and serves as a resource to the Member Services Specialists.
Ensures that all Member Services Specialists are providing exceptional, safe and efficient service to members and guests.
Provides Supervisor Overrides as needed within authorized guidelines.
Releases holds on checks and waives fees within authorized guidelines.
Verifies cash count of monies received by armored car with their immediate supervisor and/or another Member Services Specialist.
Performs Member Services Specialist functions as needed.
Ensures that all money orders & travelers checks are properly reconciled and the proper information is transmitted to the respective money order and travelers check providers on a daily basis.
Verifies member documents and transactions completed by the Member Services Specialist and forwards to designated departments daily.
Assists in balancing daily work and ensures that daily work is sent to the Accounting Department.
Assumes the duties of the Branch Manager in their absence.
Provides training for new Member Services Specialists as needed.
Assists in the preparation of performance evaluations on the Member Services Specialist.
Processes deposits, withdrawal requests, loan payments, and loan close-outs received via mail.
Maintains appropriate department records and files.
Ensures that the department and lobby areas are clean and neat; mandatory notices are regularly updated and properly posted and promotional materials are in good condition and well stocked.
Opens new Savings, Checking, IRA, Trust, and Savings Certificate Accounts as well as provides information and disclosures relating to these services.
Cross sells Credit Union products and services.
Provides routine information on credit union programs, policies, and member accounts in person, by phone, or by mail.
May be sent to other branches to perform duties of Member Services Specialist and/or the Senior Member Services Specialist II positions as needed.
Provides ongoing training with new and current policies and procedures for Member Services Specialist as needed.
Places service calls for equipment that is not in working order.
Replenishes cash to the CDM and TCR machines as needed.
Verifies Member Services Specialist cash totals at the time of closing.
Arms and disarms the branch as needed.
Places cash orders for the branch as needed.
Conducts auditing of cash machines and other instruments with their immediate manager or another Member Services Specialist.
Delegates daily and monthly duties to the Member Services Specialist.
Arms and disarms the vault with their immediate manager and/or another Member Services Specialist.
Orders supplies for department as needed from the HR Director.
Provides assistance to the Senior Member Services Specialist II, Operations Support Manager and/or VP Branch Operations as needed (Waipio ONLY).
Responds to SSA requests as needed (Waipio ONLY).
Reviews Savings Certificate report daily and manually closes Savings Certificates as needed (Waipio ONLY).
Interviews and obtains information from loan applicants to process loan requests for all types of loans offered excluding mortgage applications.
Verifies loan application information to ensure 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 Branch Manager, VP Branch Operations or the President/CEO.
Pursues a program of self-development and utilizes 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.