Regional Member Service Associate

2 weeks ago

Clive IA, United States GreenState Credit Union Full time

GreenState Credit Union
Regional Member Service Associate
Type: Regular Full-Time
# Category: Retail
GreenState Credit Union
This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service. Meets and exceeds sales expectations by providing personalized, professional service to all members in an exceptional manner, seeking out opportunities for additional business. The Regional Member Service Associate will work out of all locations within Polk county and surrounding areas.

We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

GreenState is proud to offer a Bilingual Pay Program for qualifying applicants.


Pay range for this hourly position is $26.Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.
# Demonstrates a positive member service (internal and external) focus at all times, using their name, and thanking them for their business. Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners.
# Provides personalized, professional service to all members in an exceptional manner, seeking out opportunities to exceed member expectations.
# Makes weekly outbound service calls to members.
# This includes the ability to accurately balance a cash drawer on a daily basis and a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification.
# Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service, or referring them to the specialized department (Wealth Management, Commercial, Mortgage, etc.) Services and promotes all credit union deposit products and services.
# Participates in promotions, contests, blitzes, staff meetings, calling efforts, and other departmental activities which support team goals.
# Processes credit applications within the scope of Credit Union lending guidelines and policies
# Possesses a thorough knowledge of all federal regulations and procedures concerning deposit and consumer loan regulations.
# Performs successful outbound sales calling to existing and potential members and reviews loans and member files to develop and place additional services. Answers incoming phone calls and assists members with their requests
# Keeps abreast of all credit union deposit product and procedure changes.
# Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned.
# Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis.


Must have at least one year of similar or related experience or six months in an MSR role with knowledge of all credit union accounts and products with proven ability to handle a wide variety of functions quickly and accurately.
# High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner during member contact.
# Accuracy in the handling of cash and recording daily transactions Exceptional member service skills including above average listening, written, and verbal communication skills.
# Proficiency with related computer applications, spreadsheets, word processing, and database applications.
# Thorough knowledge of consumer loan policies, credit granting criteria, interest rates and how they are computed, and required documentation for each type of consumer loan and savings product.
# Ability to use and understand written material.
# Member account problem-solving skills.
# Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand
# This position is not responsible for the supervision of other employees.
GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union.
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