DO YOU WANT TO MAKE A DIFFERENCE?

Join a spirited, dynamic team with Hawai`i’s leading credit union as we make a difference in our community – providing financial value, exceptional service, and state-of-the-art convenience to our members.

Position Title: Assistant Member Relationship Manager

Department: Member Services - McCully Branch

FLSA Classification: Exempt

Reports to: Member Relationship Manager

Employee Benefits

One great perk of working at UHFCU is we offer on-demand pay through our financial wellness provider. With the on-demand pay benefit, you can have the money you've already earned when you need it, so your time and money can work better for you. Get early access and get paid without waiting for your paycheck.

In addition to competitive pay, we are proud to offer a comprehensive benefits package.

• Medical Insurance which Includes Drug and Vision; Company pays 100% of Employee's Self-Coverage; PLUS, a Company Paid Subsidy Towards Family-Coverage
• Dental Insurance; Company Pays 100% of Employee's Self-Coverage and Employee Pays for Low Cost Family-Coverage
• Medical and Dental Plan Premium Waiver Option
• 401(k) Retirement Plan with Employer Match and Non-Elective Contribution (NEC)
• Eligible to Earn Thirty-Five (35+) Paid Days Off a Year
• Vacation Cash-Out Program
• Flexible Spending Accounts: Healthcare and Dependent Care (Pre-Tax Benefit)
• Company Pays for Employee Group Basic Life With AD&D Insurance
• Company Pays for Employee Long Term Disability Insurance
• Company Pays for Employee Long Term Care Insurance
• Voluntary Accident Recovery, Critical Illness + Cancer, and Hospital Insurance
• Employee Assistance Program (EAP)
• Employee Loan Discount
• Company Subsidizes 50% for Adult Monthly Bus Pass
• Cash Reward Employee Referral Program
• Workiversary Cash Reward and Gifts
• Internal and External Professional Development Opportunities
• And Many More!

Position Purpose:

This position manages the Member Service Department by providing quality member service to members through in-person contact or on the phone. Responsible for facilitating maximum performance of Member Service Representatives to meeting department and credit union goals and objectives and to promote full service concepts.

Essential Functions:

• Plans, directs, and coordinates the schedules of the Member Services staff.
• Manages, coaches, counsels, and trains staff to enable them to perform at a superior level in the respective position. This includes performance management, setting and meeting department goals, specific measurements, and assisting with personnel issues.
• Assists Member Relationship Manager with assessing department measurements, reporting procedures, and performs timely analysis of results. If needed, recommend solutions to areas that require improvements.
• Assists Senior Management in carrying out short and long range plans, strategic plans, and credit union measurements. Also, develops and implements improvement in processes, procedures, and policies, as needed.
• Ensures that credit union members are greeted in a polite, professional and courteous manner whether contact is in person, by telephone or electronically. Responsible for communication with internal and external members, both written and verbal.
• Keeps current of and enforces all policies and applicable laws to ensure compliance with procedures, regulations, and all applicable items affecting the department.
• Reviews, evaluates daily loan and new accounts and other pertinent tracking reports to monitor production, service etc.
• Reviews loan requests for approval.
• Audits Loan files and New Accounts and other files as needed.
• Promotes credit union products and services to members and nonmembers in accordance with the department and marketing strategies.
• Responsible for performance evaluations of staff and for recommendations of salary adjustments, position changes, and disciplinary actions.
• Responsible for privacy and confidentiality of member information, and coordinate and comply with all security procedures of the credit union.
• Makes appropriate recommendations for changes to products, service, policies, and procedures, as needed.
• Assists members with products and services.
• Assists Senior Management in developing short and long range plans, strategic plans, and credit union measurements.
• Supports and carries out the strategic objectives of the credit union.
• Performs other work as needed.

Performance Standards:

• Provide excellent member service (internally and externally).
• Department is run in an efficient manner with minimum disruption in member service.
• Employees are trained to their maximum potential.
• Loans and new accounts are processed accurately and timely.
• No compliance issues.
• Executed documents are accurate and in compliance with all lending policies.
• Increase product penetration based on growth goals.
• Goals and objectives for the department are met in a consistent and timely manner.

Qualifications:

Education/Certification:

Four year degree or equivalent work experience.

Must be registered with the Nationwide Mortgage Licensing System.

Required Knowledge:

Must be proficient in MS Office Suite.

Knowledge of all lending regulations.

Experience Required:

Four years member/customer service, consumer/real estate loan experience.

Four years supervisory or management experience.

Skills/Abilities:

Requires the development, preparation, and monitoring of budgets.

Excellent verbal and written communication skills.

Excellent analytical, creative, and problem-solving skills.

Able to motivate and train staff to ensure the department meet their goals.

Excellent coaching and mentoring skills.

Able to prioritize workload and meet deadlines.

Able to work independently and make sound decisions.

Valid driver’s license and vehicle to travel.

Notary Public License.

Signature Guarantee Certification.

Activities and Requirements of this Position:

Repetitive Motion:

Movements frequently and regularly required using wrists, hands, and/or finger.

Communication Skills:

Must frequently convey detailed or important instructions of ideas accurately and quickly.

Visual Abilities:

Average visual acuity necessary to read, prepare and inspect documents or products.

Hearing:

Able to hear average or normal conversations and receive information.

Physical Strength:

edentary work (sitting most of the time). Able to lift and carry up to 25 lbs.

Reasoning Ability:

Able to apply common sense understanding to carry-out detailed instructions and to deal with problems involving variables.

Mathematics Ability:

Able to perform basic math skills including adding, subtracting, multiplying and dividing using a calculator.

Language Ability:

Able to write complex sentences using normal word order with present and past tenses, as well as a command of the English vocabulary.

Working Conditions:

Air-conditioned, smoke-free office setting.

Attendance Requirements:

Please note that scheduled attendance requirements may change due to business needs.

Business Hours:

Monday through Saturday. Business hours are subject to change. Must be able to work additional hours, weekends, and holidays as needed.