Support Services Specialist at MAI Wealth Management, Inc.

Honolulu, Hawaii, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Dec, 25

Salary

0.0

Posted On

02 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Problem Solving, Time Management, Organizational Skills, Communication Skills, Analytical Skills, Attention to Detail, Basic Math Skills, MS Office, Financial Institution Knowledge, Transaction Processing, Regulatory Compliance, Confidentiality, Cross-Selling, Stress Management, Fast-Paced Environment

Industry

Description

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: Support Services Specialist Department: Support Services FLSA Classification: Non-Exempt Reports to: Support Services Manager 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 position answers member inquiries on the telephone, as well as cross-sells various credit union products and services. The Support Services Specialist would complete transactions related to back-office functions, lending, IRA, check processing, tax levies, backup withholding, verification of deposits, member requests and account maintenance. Essential Functions: * Accurately and efficiently process transactions. * Accurately and efficiently navigate through various applications to provide member assistance. * Completes and files regulatory reporting requirements. * Cross-sells products and services to members. * Responsible for privacy and confidentiality of member information. Ensure compliance with all security procedures of the credit union. * Performs other duties as assigned. Performance Standards: * Meet strategic objective for service level (NPS). * Accurately processes requests and transactions. * Phone calls are answered in a professional and courteous manner. * Maintain efficient call statistic production levels. * Strong time management and organizational skills * Able to resolve complex inquiries and issues. Qualifications: Education/Certification: High school diploma or GED is required. Required Knowledge: Basic understanding of MS Office is desired. Basic knowledge of financial institution applications. Experience Required: One to two years clerical/financial institution/operations & customer service experience. Skills/Abilities: Good analytical, creative, and problem-solving skills. Able to work in a fast-paced environment; especially where one must frequently convey detailed or important instructions of ideas accurately and efficiently. Able to handle stressful situations. 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 complex sentences using normal word order with present and past tenses, as well as 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.

Responsibilities

The Support Services Specialist answers member inquiries via telephone and cross-sells various credit union products and services. They also complete transactions related to back-office functions and ensure compliance with security procedures.