Member Relationship Consultant
HawaiiUSA FCU
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Benefits offered by this job
Job summary
HawaiiUSA Federal Credit Union in Hilo, HI is seeking a driven Member Relationship Consultant to deliver exceptional member service and financial guidance. You will nurture member relationships, assist with deposits and loans, and promote digital banking solutions across the branch.
The role emphasizes needs-based recommendations, cross-selling opportunities, and compliance with BSA regulations while supporting community outreach and volunteer initiatives.
Qualifications
- High School diploma or GED required.
- Three or more years of customer service and sales experience are preferred.
- NMLS license or willingness to obtain within 12 months.
- Notary Public license or willingness to obtain within 12 months.
Responsibilities
- Represent HawaiiUSA FCU values and mission in daily interactions.
- Meet branch and individual sales goals.
- Build and expand member relationships through needs-based assessments.
- Process memberships, share accounts, loans, and fundings as requested.
- Evaluate credit and financial information for loan processing in line with policies.
- Promote online, mobile, and digital solutions.
- Cross-sell products and services to meet member needs.
- Understand deposits, savings, IRAs, and certificates.
- Lead product knowledge and sales meetings.
- Collaborate with residential and commercial lending and investment services.
Skills
Education
Job description
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.
Full Time Clerical IEG Branch, Hilo, HI, US
3 days ago Requisition ID: 1209
The Member Relationship Consultant (MRC) delivers excellent member experience by building trusting relationships, taking a consultative approach, and making relevant recommendations that meet member’s needs. The primary focus is nurturing members’ relationships and helping them on their life matters financial wellness, along with managing lending applications. This role would require teller functions as needed.
- Represent the credit union’s values and mission in daily interactions, contributing to a positive organizational culture.
- Understand the role in sales growth and meets branch-assigned and individual goals.
- Build, develop, and expand member relationships through needs-based assessments to identify and recommend deposit, credit, and lending solutions to help members achieve their financial goals.
- Process new memberships, additional share accounts, savings services, loan requests, and loan fundings as requested by the member.
- Analyze credit and financial information for processing of loans including secured loans/ lines and other credit union products for members to ensure applicable lending policies and procedures are followed.
- Demonstrate and educate alternative channels such as online, mobile, and digital solutions.
- Leverage opportunities to cross-sell other credit union products and services that complement expressed or unexpressed needs.
- In-depth understanding of various deposit products like savings accounts, checking accounts, share certificates, and IRAs.
- Participate and help lead product knowledge and sales meetings.
- Partner with other lines of business such as residential and commercial lending and investment services to deepen member relationships.
- Assist with the opening and closing preparation of the branch.
- Seek opportunities to promote the organization and engage in the communities we serve in volunteer service hours.
- Remain current on the HawaiiUSA practices, policies, and procedures and complete all transactions with accuracy and within guidelines.
- Comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties.
- Address and resolve member concerns and discrepancies in transactions with empathy, referring complex issues to senior employee when necessary.
- Perform other duties as assigned.
- High School diploma or GED required
- Three or more years of customer service and sales experience
- NMLS (or willing to obtain within the first 12 months of employment)
- Notary Public (or willing to obtain within the first 12 months of employment)
- Sitting for prolonged periods at a desk working on a computer.
- Standing for prolonged periods of time in a stationary position.
- Walking on occasion for up to 2 hours per day.
- Reaching, bending, twisting, turning frequently.
- Lifting, pulling, pushing, and carrying up to 30 pounds on occasion.
- We'll make reasonable accommodations for qualified applicants and employees with disabilities.
The expected pay for the Member Relationship Consultant position is $25.00 per hour.
This pay reflects the compensation we reasonably expect to offer for this role based on typical qualifications and market data. Offered pay may vary depending on the candidate’s experience, skills, and other relevant factors.
We cover 100% of employees’ single medical, drug, vision, and dental monthly health insurance premiums. Employees also love receiving paid volunteer time and our pay it forward program. Tuition assistance for higher education is another special way we invest in our workforce. Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Paid time off, Vision insurance, Dental insurance, Prescription drug insurance, Tuition reimbursement, Life insurance, Flexible spending account, Disability insurance, Opportunities for advancement, Employee assistance program, Referral program, Retirement plan, Employee discount, Paid training, Professional development assistance, AD&D insurance, Volunteer time off, Credit union membership, Paid orientation, and more.
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.
The Member Relationship Consultant (MRC) delivers excellent member experience by building trusting relationships, taking a consultative approach, and making relevant recommendations that meet member’s needs. The primary focus is nurturing members’ relationships and helping them on their life matters financial wellness, along with managing lending applications. This role would require teller functions as needed.
- Represent the credit union’s values and mission in daily interactions, contributing to a positive organizational culture.
- Understand the role in sales growth and meets branch-assigned and individual goals.
- Build, develop, and expand member relationships through needs-based assessments to identify and recommend deposit, credit, and lending solutions to help members achieve their financial goals.
- Process new memberships, additional share accounts, savings services, loan requests, and loan fundings as requested by the member.
- Analyze credit and financial information for processing of loans including secured loans/ lines and other credit union products for members to ensure applicable lending policies and procedures are followed.
- Demonstrate and educate alternative channels such as online, mobile, and digital solutions.
- Leverage opportunities to cross-sell other credit union products and services that complement expressed or unexpressed needs.
- In-depth understanding of various deposit products like savings accounts, checking accounts, share certificates, and IRAs.
- Participate and help lead product knowledge and sales meetings.
- Partner with other lines of business such as residential and commercial lending and investment services to deepen member relationships.
- Assist with the opening and closing preparation of the branch.
- Seek opportunities to promote the organization and engage in the communities we serve in volunteer service hours.
- Remain current on the HawaiiUSA practices, policies, and procedures and complete all transactions with accuracy and within guidelines.
- Comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties.
- Address and resolve member concerns and discrepancies in transactions with empathy, referring complex issues to senior employee when necessary.
- Perform other duties as assigned.
- High School diploma or GED required
- Three or more years of customer service and sales experience
- NMLS (or willing to obtain within the first 12 months of employment)
- Notary Public (or willing to obtain within the first 12 months of employment)
- Sitting for prolonged periods at a desk working on a computer.
- Standing for prolonged periods of time in a stationary position.
- Walking on occasion for up to 2 hours per day.
- Reaching, bending, twisting, turning frequently.
- Lifting, pulling, pushing, and carrying up to 30 pounds on occasion.
- We'll make reasonable accommodations for qualified applicants and employees with disabilities.
The expected pay for the Member Relationship Consultant position is $25.00 per hour.
This pay reflects the compensation we reasonably expect to offer for this role based on typical qualifications and market data. Offered pay may vary depending on the candidate’s experience, skills, and other relevant factors.
We cover 100% of employees’ single medical, drug, vision, and dental monthly health insurance premiums. Employees also love receiving paid volunteer time and our pay it forward program. Tuition assistance for higher education is another special way we invest in our workforce. Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Paid time off, Vision insurance, Dental insurance, Prescription drug insurance, Tuition reimbursement, Life insurance, Flexible spending account, Disability insurance, Opportunities for advancement, Employee assistance program, Referral program, Retirement plan, Employee discount, Paid training, Professional development assistance, AD&D insurance, Volunteer time off, Credit union membership, Paid orientation, and more.
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.
Schedule availability needed for Monday to Friday 8 AM to 5:30 PM and Saturdays 8 AM to 1:30 PM for a 5 day a week schedule.
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