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Branch Services Representative II
2 months ago
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: Branch Services Representative II
Department: McCully Branch
FLSA Classification: Non-Exempt
Reports to: Member Relationship Supervisor
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 high member contact position assists members by processing their transactions in an accurate and timely manner and complies with regulatory recordkeeping. Actively sells and cross-sells credit union products and services within the guidelines of the established production programs and furnishes account statuses. This position is also responsible for the daily operations, as needed.
Essential Functions:
Accurately and efficiently processes transactions.
Accurately and efficiently performs service requests.
Completes and files regulatory reports as required.
Responsible for accurate handling and maintaining of all cash/negotiable instruments and end-of-day balancing.
Processes check deposits through Check 21 solution.
Cross-sells products and services to members.
Opens accounts.
Directs daily branch operations.
Trains Branch Services Representatives, as needed.
Performs other duties as assigned
Performance Standards:
Meet strategic objective for service level (NPS).
Accurately process requests.
Maintain efficient production levels to support branch.
Perform cash/negotiable instruments audit.
Effectively maintain daily branch operations to support department.
Qualifications:
Education/Certification:
High school diploma or GED is required.
Required Knowledge:
Basic understanding of MS Office Suite is desired.
Experience Required:
Two to four years cash handling and/or customer service experience.
Skills/Abilities:
Proficient in credit union’s core system.
Excellent customer service & interpersonal skills and mathematical skills. Able to work in a fast-paced environment; especially where one must frequently convey detailed or important instructions of ideas accurately or quickly.
Excellent verbal and written communication skills.
Valid driver’s license required with clean abstract and vehicle to drive to a branch when scheduled.
Activities and Requirements of this Position:
Repetitive Motion:
Movements frequently and regularly required using wrists, hands, and/or fingers.
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:
Sedentary 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 and compose sentences using proper punctuation, and English language.
Able to communicate in complex sentences; using normal word order with present and past tenses and 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.
