Representative branch

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 : 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.

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.

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Last updated : 2024-11-02