What are the responsibilities and job description for the Small Business Onboarding Specialist position at Hawaii USA FCU?
HawaiiUSA FCU is seeking a Small Business Onboarding Specialist to join our team. This role is responsible for back-office small business operational support, developing and implementing processes to strengthen the department's delivery of services and financial position. They provide administrative and technical support to branch staff that open and manage business account relationships to ensure smooth onboarding for new business members.
The ideal candidate will have 3-5 years in frontline business-related capacity, small business banking experience, as well as experience supporting the frontline.
ESSENTIAL DUTIES AND RESPONSIBILITIES :
- Creates and manages procedures for all business account opening processes.
- Primary support contact for small business account opening related questions.
- Primary contact for Select Employee Group (SEG) approval requests / approvals.
- Creates SLAs for SEG approval processing times.
- Tracks request errors and provides coaching as needed.
- Subject matter expert in National Credit Union (NCUA) SEG requirements, required business documents, and business products and services.
- Assists in mitigating risk, verifying audit compliance, and procedural quality control through a branch operations review. Ensures compliance with established CU policies, procedures, and state and federal regulations as required for business accounts.
- Provides training tools to ensure required documents are gathered at account opening.
- Creates and submits monthly SEG Board of Directors (BOD) memos as required.
- Review and audit Certification of Beneficial ownership forms.
- Monthly / quarterly Small Business operational meetings / training
- Works with Talent &Development (T&D) on training materials and content.
- Work with T&D to ensure consistent, accurate, and timely training.
- Back up to Member Experience (MX) Support as needed.
- Other duties as assigned.
EDUCATION :
EXPERIENCE & SKILLS :
MINIMUM PHYSICAL REQUIREMENTS :
BENEFITS AND PAY
The expected pay range for the Small Business Onboarding Specialist is $57,680 - $68,000 / year.
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 also can include Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance for dependents, Vision insurance, Dental insurance, Prescription drug insurance, Life insurance, Disability insurance, Flexible spending account, Opportunities for advancement, Employee assistance program, Referral program, Employee discount, Paid training, Professional development assistance, AD&D insurance, 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.
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Salary : $57,680 - $68,000
