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Client Relationship Coordinator

2 months ago

Kapolei, Hawaii, United States University of Hawaii FCU Full time
Job Overview

ARE YOU READY TO MAKE AN IMPACT?
Become a vital part of a dedicated team at Hawai`i's premier credit union, where we strive to enhance our community by delivering financial solutions, outstanding service, and innovative convenience to our members.

Employee Benefits

One of the unique advantages of joining our team is the access to on-demand pay through our financial wellness partner. This benefit allows you to access your earned wages whenever necessary, optimizing your financial management. Enjoy early access to your earnings without the wait for your regular paycheck.

Alongside competitive compensation, we are pleased to provide a comprehensive benefits package that includes:

  • Full Medical Insurance, covering 100% of Employee's Self-Coverage, plus a Company Paid Subsidy for Family Coverage
  • Dental Insurance with full coverage for Employee's Self-Coverage
  • Options for Medical and Dental Plan Premium Waivers
  • 401(k) Retirement Plan with Employer Matching Contributions
  • Eligibility for up to Thirty-Five (35+) Paid Days Off Annually
  • Vacation Cash-Out Program
  • Flexible Spending Accounts for Healthcare and Dependent Care
  • Company-Paid Basic Life Insurance with AD&D
  • Long-Term Disability and Long-Term Care Insurance at no cost to the employee
  • Voluntary Insurance Options for Accident Recovery, Critical Illness, and Hospitalization
  • Employee Assistance Program (EAP)
  • Discounted Employee Loans
  • Subsidized Monthly Bus Pass for Adults
  • Cash Rewards for Employee Referrals
  • Recognition Programs for Work anniversaries
  • Opportunities for Professional Development
  • And many more benefits
Position Summary

The Member Relationship Officer plays a crucial role in fostering a high-quality service environment. This position supports the credit union's sales initiatives and assists members with transactions related to all savings and loan products. You will engage with members to provide tailored solutions that meet their financial needs.

Key Responsibilities
  • Advocate for credit union products and services based on member assessments. Stay informed about all offerings and competitor insights.
  • Process transactions and service requests with accuracy and efficiency.
  • Manage cash and negotiable instruments, ensuring end-of-day reconciliation.
  • Assist members with various account applications and transactions, including retirement accounts and certificates.
  • Ensure compliance with Customer Information Program (CIP) during account openings and transactions.
  • Provide loan information and applications to members, analyzing and processing consumer loan requests.
  • Communicate the status of pending loans and provide guidance on denied applications.
  • Maintain confidentiality of member information and adhere to security protocols.
  • Participate in marketing initiatives to promote services to members.
  • Perform additional duties as assigned.
Performance Expectations
  • Deliver exceptional member service consistently.
  • Achieve targeted new accounts and loan production goals.
  • Adhere to all regulations and procedures related to member accounts and loans.
  • Complete tasks with accuracy and thoroughness.
  • Demonstrate professionalism and sound judgment in all interactions.
  • Serve as a reliable source of information for members.
Qualifications

Education: High school diploma or equivalent required; college degree or relevant experience preferred.

Knowledge: Proficiency in MS Office Suite; strong understanding of member services and credit union products.

Experience: Two to three years in branch operations, customer service, and sales experience preferred. Experience in the credit union sector is advantageous.

Skills: Ability to manage multiple tasks, work under pressure, and meet deadlines. Excellent interpersonal and communication skills are essential.

Working Conditions

This position is based in an air-conditioned, smoke-free office environment. Availability to work flexible hours, including weekends and holidays, may be required.