Member Services Specialist (Part Time) - Waipio Branch

General Information

• Department: Dependent Upon Branch Assigned
• Reports To: Branch Manager
• Status: Part‑Time, Non‑Exempt
• Supervises: None
• Salary Range: $20.20 – $28.20 per hour (dependent upon relevant experience and skills)

Primary Purpose

Provides members with courteous, efficient, and accurate service in depositing funds, withdrawing funds, opening and cross‑selling new share accounts, certificate accounts, and other new services. Also delivers courteous, accurate, and efficient loan service, including providing loan information, interviewing and accepting loan applications in accordance with loan policies, and ensuring each loan application is handled properly and in a timely manner.

Essential Duties and Functions

• Member Services Duties
  • Receives cash and checks for payments or deposits.
  • Issues checks or cash for withdrawals.
  • Processes transfers between accounts.
  • Issues travelers checks, money orders, and movie tickets.
  • Maintains logs and adheres to inventory and control procedures.
  • Cross‑sells savings and loan services to existing and new members.
  • Provides routine information on credit union products and services, policies, and member accounts in person, by phone, or by mail.
  • Balances cash and checks to computer totals daily and prepares bank deposits.
  • Opens new Savings, Checking, IRA, Trust, and Savings Certificate accounts (including Regular, Christmas, Jumbo, and Posse Patrol accounts) and provides related disclosures.
  • Processes applications for plastic cards and the Member Telephone Service.
  • Processes deposits, withdrawal requests, loan payments, and loan close‑outs received via mail.
  • Provides members with payroll allotment forms.
  • Maintains appropriate department records and files.
  • Assists in balancing daily work and auditing cash machines with the immediate manager.
  • Performs Shared Branching transactions (HICUSO & CO‑OP).
  • Orders department supplies as needed from the HR Director.
  • Waipio & Airport locations only: Removes and replenishes coin‑machine bags, prepares coin‑machine bags for deposit processing, and processes coin‑machine transactions.
  • Waipio location only: Processes the opening and closing of Safe Deposit Boxes, processes ATM deposits or payments, and assumes the duties of the Member Services Coordinator in their absence.
• Consumer Lending Duties
  • Interviews and obtains information from loan applicants for all loan types except mortgages.
  • Verifies loan application information to ensure all essential data for a decision is noted.
  • Ensures loan applications are completed in accordance with applicable federal and state laws and regulations.
  • Inputs loan application information into the computer terminal for processing.

Other Duties & Functions

Conducts all interpersonal aspects of the position in accordance with the credit union’s equal‑treatment policy, regardless of race, creed, color, sex, sexual orientation, age, national origin, lawful political affiliation, physical handicap, or marital status. Periodically serves on various Credit Union committees (e.g., Safety, Social Events). Performs additional duties as prescribed by the Senior Member Services Specialist II, Branch Manager, VP Branch Operations, or the President/CEO. Pursues self‑development through required training and education for career growth. Ensures a secure, neat, clean, and safe work area.

Working Conditions

• Equipment Used: Computer, 10‑key calculator, telephone, copy machine, document scanner, printer, coin‑counting/sorting machine, bill‑counting/sorting and dispensing machine, remote teller workstation equipment.
• Work Hours: Determined by branch assignment; typical schedules include Monday‑Friday 8:45 am – 5:30 pm and Saturday 8:45 am – 2:30 pm, with overtime as required. Work days, hours, or branch location may vary according to operational needs.

Mental Demands

Requires sound decision‑making, logical thinking, good judgment, alertness, concentration, attention to detail, and the ability to handle difficult or uncomfortable situations.

Communication Demands

Ability to communicate clearly both orally and in writing with members, peers, and managers.

Physical Demands

Requires sitting at a workstation and using a telephone for up to four hours without a break during a ten‑hour workday. Must understand and follow instructions, perform data entry/key punching and mouse work, interpret numbers, text, and images on a screen, use various office equipment, verify documents for accuracy, and occasionally work beyond an eight‑hour day. May require lifting and carrying up to 40 lb and handling cash and negotiable instruments according to accepted procedures.

Qualification Requirements

• Skills & Knowledge: Ability to learn and apply new skills; work with all types of people; use a computer keyboard; type at least 40 WPM; operate a 10‑key calculator; basic math proficiency; cooperate with members, co‑workers, and management; must be bondable.
• Education: High School Graduate or GED equivalent required.
• Experience: One year experience working in a financial institution preferred.
• Training: Must be willing to attend/participate in any training necessary to learn or update skills or knowledge required for the position.