Job Description
Job Description
Our Member Relationship Consultants excel in delivering outstanding member experiences by building trust, offering consultative advice, and making relevant recommendations. They focus on nurturing member relationships and supporting financial wellness. Their expertise includes professional communication, managing lending applications, and relationship building. Occasionally, this role may involve teller functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- 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.
- Analyze credit and financial information for processing of loans including secured loans/lines and other credit union products for members to ensure applicable lending policies and procedures are followed
- Cross-Selling: leveraging opportunities to cross-sell other credit union products and services that complement deposit gathering
- Promotion of Credit Union Values: represent the credit union’s values and mission in daily interactions, contributing to a positive organizational culture
- Product Knowledge: in-depth understanding of various deposit products like savings accounts, checking accounts, share certificates, and IRAs
- Participate and help lead product knowledge and sales meetings
- Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties
- Remains current on the HawaiiUSA practices, policies, and procedures and completes all transactions with accuracy and within guidelines
- Ensures confidentiality of all Member and credit union information
- Additional job functions: Performs other duties as assigned
EDUCATION:
- High School Diploma or GED required.
EXPERIENCE & SKILLS:
- 2 or more years of previous related experience, preferred
- Tech Savvy, able to teach Member’s how to use us digitally
- Analytical problem-solving skills
- 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
CERTIFICATIONS & QUALIFICATIONS:
- Notary Public preferred
- NMLS preferred
MINIMUM PHYSICAL REQUIREMENTS:
- Sitting for prolonged periods at a desk working on a computer.
- Standing for prolonged periods of time in a stationary position.
- Walking on occasion for up to 2 hours per day.
- Reaching, bending, twisting, turning frequently.
- Lifting, pulling, pushing, and carrying up to 30 pounds on occasion.
BENEFITS AND PAY
The expected pay range for Member Relationship Consultant is $22.94 - $24.97 per hour.
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, 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.
Make a difference one life at a time!
About Us
HawaiiUSA Federal Credit Union is a local, not-for-profit, federally insured financial cooperative, owned and operated by our members since 1936. We are dedicated to helping members achieve their financial goals and our employees reach their career aspirations. We are committed to our community by extending ourselves through our time, efforts and resources. Our motto, Life Matters, means celebrating life’s experiences and creating fulfilling work opportunities, not just jobs.
Instructions: Please make sure to fill out all required fields in the application process, making sure to list a minimum of 3 employers unless you have worked for less than 3 employers. For required fields that may not apply to you, enter "N/A". Please also include 3 professional references i.e. individuals who you worked with, ideally supervisors.