Financial Planning Jobs in Hawaii

Job Overview

PenFed is hiring an Assistant Manager, Financial Center to work onsite at our Fort Shafter, Hawaii branch. The primary purpose of this job is to support the leadership management of the Financial Center Manager. The incumbent will provide teammate oversight through both coaching and the development of teammates. In addition, this position will provide co-leadership in achieving the Financial Center goals around sales productivity, member experience, and operational soundness.

Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.

• Co-lead a member-centric environment whereby all teammates are accountable for delivery of exceptional member experience.
• Provide coaching and assistance to all staff by evaluating key performance measures to identify opportunities for improvement.
• Support the Financial Center Manager in driving business results.
• Provide guidance and training to ensure that new products and procedures are both communicated and followed by financial center teammates.
• Assist members with questions and correspondence from loan applicants regarding pending or approved loans and take appropriate action to include loan disbursement.
• Counsel members and potential members regarding all types of PenFed loan and share products, policies and procedures and resolves more complex member problems.
• Maintain a current knowledge of PenFed loan and share products and promote these products to eligible members and potential members.
• Support the Financial Center Manager in monthly audits and all Financial Center inspections.
• Communicates with the Financial Center Manager on issues relating to staff and operations.
• The Financial Center Assistant Manager provides solution recommendations in support of the Financial Center Manager.
• Serve as Assistant Treasurer within delegated authority limits.
• Provide co-oversight to production reports to include MRD and nightly branch updates.
• Supports the Financial Center Manager in scheduling thus ensuring proper Financial Center coverage.
• Maintain high level of proficiency in running all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc.
• Actively networks within field of memberships to include local community, military installations, and affiliated partners to grow brand awareness.
• Provide leadership support to other Financial Centers as designated by the respective Sr. Manager to include working weekends and/or extended hours as required to operate the business.
• Assist with any internal, external, or Marketing initiatives that support the enhancement of our business.
• If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents.

Qualifications

Equivalent combination of education and experience is considered.

• Associates Degree or higher in related field preferred.
• Minimum of two (2) years' experience in a financial institution required.
• Minimum of one (1) year supervisory experience preferred.
• Valid Notary Public, preferred.
• Bilingual-Spanish preferred.
• Experience using A.I. tools preferred.

Supervisory Responsibility

This position will directly supervise employees.

Licenses and Certifications

There are no additional licenses and/or certifications required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.

Travel

Ability to travel to various worksites due to coverage needs is required.

Hourly Pay Range

$26.00 to $30.00

Benefits

At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.

Our Purpose

Helping members achieve their dreams since 1935. Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.

Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country. With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.

Equal Employment Opportunity

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.