Join our CU Hawaii 'Ohana and say hello to the possibilities!
Enjoy great benefits including; Medical/Dental/Vision (premiums covered 100% for employees), 401(k) profit sharing with employer match, and paid personal time off (starting at 3 weeks per year).*
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Learning & Development Coordinator
The Learning and Development Coordinator plays a key role in supporting the professional development of employees, developing a culture of continuous improvement, and increasing operational excellence. This position is responsible for planning, organizing, and executing training initiatives that align with the credit union’s strategic goals, regulatory requirements, and operational needs. This position plays a key role in increasing employee engagement, performance, retention, and career development to support overall organizational growth.
Responsibilities and Duties:
- Develop and execute annual training plan and manage training budget.
- Identify learning needs and develop customized training solutions using various delivery methods, including classroom, in-branch and virtual platforms.
- Design, implement, and maintain training programs for new hires, ongoing employee development, compliance, and member service excellence.
- Coordinate external training resources and vendors.
- Monitor training effectiveness through assessments, feedback, and performance metrics. Conduct follow-up training and visits as appropriate.
- Maintain accurate training records and ensure compliance with regulatory
and internal standards. - Manage and continually improve onboarding training for new employees to ensure smooth integration into the organization and success for employees.
- Ensure all employees complete the required training related to financial regulations, privacy laws, and internal policies.
- Assist HR Manager in Succession Planning and coordinate training needs.
- Contribute to education and development initiatives as well as various special projects as assigned.
Knowledge. Skills. and Abilities:
Education and Experience:
- Bachelor’s degree in Human Resources, Education, Business Administration, or related field. Master’s degree preferred.
- 7+ years of experience with training execution/coordination, instructional design, and/or learning and development initiatives, preferably in the financial industry.
- Comprehensive understanding of credit union operations, policies, procedures, job functions, and workflow.
Skills and Attributes:
- Strong understanding of adult learning principles and theories with the ability to effectively apply them to create relevant and impactful training.
- Proficient in designing and delivering training sessions and other learning experiences using diverse facilitation techniques to engage different learning styles.
- Ability to prioritize tasks, work under pressure, and adapt to changing priorities.
- Strong attention to detail with an ability to maintain accuracy in high pressure environments.
- Fluent interpersonal skills and the ability to work collaboratively with a variety of stakeholders.
- Excellent organizational, time, and project management skills with the ability to handle multiple projects simultaneously.
- High level of proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). LMS and project management tool proficiency preferred.
- Positive attitude with eagerness to learn and grow.
- Collaborative and self-motivated team player who communicates proactively and thoughtfully.
- Strong problem-solving and decision-making skills.
- Discreet, trustworthy, and able to handle confidential information with sensitivity.
- Naturally motivated by excellence for engaging with people and for producing high quality work.
Physical Demands:
- Stand up to 8 hours on training or shadowing days.
- Lift up to 25-30 pounds; push and/or pull up to 50 pounds occasionally.
- Travel to branch locations for training delivery, shadowing, and new hire follow-up.
- May require flexible hours to accommodate training and/or event schedules.
Pay Range:
- $45k - $70k annually
Project Manager
The Project Manager supports the Project Management Office (PMO) by assisting with the coordination, monitoring, and documentation of credit union projects. This role helps ensure that project activities follow CU Hawaii project standards and that project teams have the information and support needed for successful execution. The position is designed to grow project management capacity within the organization and works
cross-functionally under close guidance from PMO Manager.
Responsibilities and Duties:
Project Coordination & Support
- Assist with project planning, scheduling, task tracking, and documentation.
- Support project teams in following processes-including project intake, prioritization, and workflows.
- Help maintain project logs such as risks, decisions, dependencies, and issues.
- Participate in project meetings, take notes, and follow up on assigned action items.
- Support the preparation of project status reports for management and stakeholders.
PMO Standards & Best Practices
- Learn and apply various project methodologies, including Waterfall, Agile, Kanban, or hybrid approaches, as appropriate.
- Assist in documenting and updating project related procedures, templates, and tools.
- Help ensure project policies and processes are followed consistently across project teams.
Change Management & Training Support
- Support basic change management activities such as communication drafting, tracking adoption concerns, and gathering feedback.
- Participate in and/or facilitate PMO-led training, brown-bag sessions, or on-the-job learning initiatives.
Project Closure & Continuous Improvement
- Assist with capturing lessons learned and documenting closure materials for completed initiatives.
- Help identify opportunities to improve project workflows based on team feedback.
Other Duties
- Provide general administrative and coordination support to the credit union strategic projects and other work efforts as needed.
- Assist with research for discovery projects and vendor evaluations under guidance.
Knowledge. Skills. and Abilities:
- Basic understanding of project management principles (e.g., Waterfall, Agile).
- Ability to work collaboratively with team members across different departments.
- Strong organizational and time-management skills with the ability to handle multiple tasks.
- Good analytical and problem-solving skills suitable for junior-level assignments.
- Clear written and verbal communication skills.
- Positive attitude, willingness to learn, and adaptability in a fast-paced environment.
- Ability to maintain confidentiality of member and staff information.
- Frequent sitting and typing. Occasional standing or walking.
- Work in Indoor air-conditioned office environment
Education and Experience:
- 2-3 years of project coordination and/or management, administrative support, or related experience. (Preferred)
- Prior experience in a financial institution or credit union is preferred.
- Bachelor's degree in related area or business experience in relevant field.
- A willingness to learn and grow utilizing PMI, Prosci, and various Agile organizations leading to practical certifications such as PMP, ACP, Change Management, Scrum and others.
Pay Range:
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$50k - 85k annually
Card Services Manager
The Card Services Manager plays a critical role in driving the growth and adoption of the credit union’s card programs - including debit, credit, and prepaid solutions - while proactively identifying and implementing innovative strategies to mitigate risk and reduce losses. This role combines strategic leadership, operational excellence, and member-centric innovation to ensure our card services deliver value, security, and convenience.
Responsibilities/Duties:
Card Program Growth & Adoption
- Develop and execute strategies to increase card usage, activation, and member engagement.
- Collaborate with marketing and product teams to promote card benefits and drive adoption.
- Monitor industry trends and member behavior to identify opportunities for new card features and programs.
Risk Mitigation & Loss Prevention
- Lead efforts to detect, prevent, and respond to card-related fraud and losses.
- Partner with fraud prevention vendors and internal teams to implement advanced security measures.
- Analyze transaction data and risk indicators to continuously improve fraud detection systems.
Operational Oversight
- Manage day-to-day operations of card services, including processing, disputes, chargebacks, and reconciliations.
- Ensure compliance with regulatory requirements and card network rules.
- Oversee system upgrades, integrations, and process improvements
Member Experience & Support
- Ensure timely and effective resolution of member card issues and inquiries.
- Champion enhancements that improve cardholder experience and satisfaction.
- Train staff regarding card-related procedures and member service best practices.
Vendor & Partner Management
- Maintain strong relationships with card processors, fraud solution providers, and network partners.
- Negotiate service levels and monitor vendor performance.
Key Outcomes
- Increased card adoption, usage, and profitability
- Reduced fraud losses and operational risk through proactive controls and innovation
- Enhanced member satisfaction with card services and support
- Streamlined card operations with improved efficiency and compliance
Skills and Abilities:
- Strategic Thinking – Ability to align card services with broader organizational goals
- Innovation & Problem Solving – Seeks creative solutions to improve card offerings and reduce risk
- Operational Excellence – Skilled in managing complex systems and workflows
- Member-Centric Mindset – Uses data to drive decisions, measure success, maximize ROI, and optimize performance
- Project Management – Manages multiple initiatives with precision, meeting deadlines and budgets
- Member-Centric Mindset – Prioritizes member needs and experience in all decisions
- Risk Management – Strong understanding of fraud trends, controls, and mitigation strategies
- Data-Driven Decision Making – Uses analytics to guide strategy and operational improvements
- Vendor Management – Effectively negotiates and collaborates with external partners
- Leadership & Collaboration – Inspires teams and works cross-functionally to achieve results
- Regulatory Knowledge – Familiar with card network rules, compliance standards, and financial regulations
- Indoor office environment with standard equipment use.
- Occasional lifting, up to 30 pounds; push and/or pull up to 50 pounds.
- Frequent standing, walking, and verbal communication.
- Frequent visits to other branches across the island and some travel outside of the island as needed.
- Occasional evening and weekend work required.
Education and Experience:
- Bachelor’s degree in Business, Finance, or related field (Master’s preferred) OR an equivalent combination of education and experience
- 5+ years of experience in card services, fraud prevention, or financial operations
- Proven track record in driving card program growth and managing risk
- Strong knowledge of card processing systems, fraud tools, and regulatory requirements
- Excellent communication, analytical, and leadership skills
Pay Range:
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$60K to $90K salary
Branch Manager (East Hawaii)
Guide and manage branch office in providing quality service to members in account transactions, loan applications, and new account. Solve problems within established policies and guidelines.
Responsibilities/Duties:
- Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
- Recommend, implement, and supervise the budget for the branch.
- Apply and evaluate policies and procedures for the branch. Ensure that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
- Recruit and select quality applicants for vacancies, ensuring that the credit union is adequately staffed with competent employees.
- Evaluate the job performance of branch office staff to ensure quality of work and service to members. Recommend salary increases.
- Work with internal auditor to ensure compliance with internal controls.
- Monitor branch activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales, and new accounts.
- Monitor key products and sales within branch to ensure profitable and sound business practices and a high quality of service for members.
- Manage the security and safety of the branch. Analyze and monitor security and safety policies and procedures on an on-going basis.
- Ensure that staff receives on-going training on security and robbery procedures.
- Schedule adequate staff to ensure efficient branch operation.
- Conduct loan interviews. Process, approve, and/or close loans.
- Monitor branch operations to ensure a consistent, professional approach.
- Assist staff or members in solving complex account problems.
- Create and maintain a cross-selling environment within the branch. Train employees to maximize opportunities to sell products.
- Manage and recommend the purchase of equipment and supplies.
- Hold periodic staff meeting to discuss areas needing improvement, changes in procedures, new developments or services, and to present general information.
- Assist in any area as directed by the President, CEO/Vice President of Member Services.
Skills and Abilities:
- Must be a self-motivated team player who is flexible with working hours.
- Possess basic; reading, writing, and math skills.
- Strong leadership and organizational skills with a passion for change, capable of coaching and developing team members while promoting a service-oriented culture.
- Excellent interpersonal skills, encompassing verbal, written, and listening abilities along with a professional image and personality.
- Willing to be a hands-on manager, collaborating across departments and fostering positive behaviors and cooperation among peers and staff through example.
- High degree of honesty and integrity, thriving in a team environment as a self-starter.
- Proficient in Microsoft Office applications with a strong knowledge of the credit union movement, policies, procedures, front-end operations, lending, and business development.
- Capable of ensuring adherence to state and federal laws and regulations governing credit union operations while developing, managing, and sustaining a sales culture focused on enhancing member loyalty through customer relationships.
- Able to respond effectively to common inquiries or complaints from members and staff.
- Able to work in an air-conditioned environment with tile and carpeted surfaces, with frequent standing/walking. Occasional lifting up to 25-30 pounds; push and/or pull up to 50 pounds.
Education and Experience:
- High school graduate or equivalent.
- Minimum two years of financial experience.
- Minimum two years managerial experience
- Preferred two years experience in a related field
- Associate’s Degree in Finance or Accounting, or preferably Bachelor’s Degree
- Preferred Certified Financial Services Professional (CFSP) Designation with electives in Policy writing, Compliance program management, and Consumer lending.
Pay Range:
- $65k - $85k annually
Management Trainee (East Hawaii)
Management Trainee has the opportunity to work in several departments across the credit union to explore a path toward a future leadership role that best suits the person and meets the needs of the organization. Management Trainee will receive training, mentorship, exposure to a wide range of projects, and growth opportunities. The Management Trainee program is for two years, with possible modifications in duration depending on the individual’s goals and/or organization’s priorities. After completion of the program, the Management Trainee may have an opportunity to be placed for ongoing work in collaboration with HR, usually as an Assistant Operations Supervisor, Loan Officer, or an equivalent role.
Responsibilities/Duties:
- Meet with the Training Specialist to outline goals during the term of the program, review the rotation schedule, and go through onboarding training.
- Proactively communicate with department managers and colleagues to seek out ways to contribute to the department as well as learn about the work of the credit union in that role.
- Attend monthly cohort meetings with other Management Trainees to share about the learning journey and to provide feedback to the Training Specialist about what is working and what is not.
- Present reports (written and/or verbal) to the President/CEO, the Management Team, and others as needed.
- Provide manpower and support for special projects and community development efforts as assigned.
- Undergo performance appraisals provided by the department manager and in collaboration with HR to receive feedback to improve performance.
- Perform tasks and/or projects assigned by each department head.
- Perform additional duties as assigned by various department managers.
Skills and Abilities:
- Must be a self-motivated team player who is flexible with working hours.
- Computer proficient; able to operate Microsoft Office.
- Possess basic; reading, writing, math, and cash handling skills.
- Demonstrate and maintain; analytical skills, accuracy, ability to work independently and multitask, time management, professionalism, a positive energetic attitude, good oral/written communication, problem-solving, commitment to service, and confidentiality.
- Able to work in an air-conditioned environment with tile and carpeted surfaces with frequent standing/walking.
Education and Experience:
- High school graduate or equivalent.
- Bachelor’s degree in Business Administration or a related field required or equivalent work experience.
- Preferred financial industry work experience.
Pay Range:
- $18.50 - $24.00 an hour
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The above information has been designed to indicate the general nature and level of work performed by an employee in each classification. It is not to be interpreted as a comprehensive inventory of all duties, responsibilities, and/or qualifications required of employees assigned to this job.
Reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions.
*Benefits apply to full-time employees. Additional restrictions may apply.
