Bilingual Member Service Associate

GreenState Credit Union•Davenport, IA

11d

About The Position

This position acquires, expands, and enriches member relationships while providing exceptional, personalized service. The associate identifies members’ financial needs and recommends appropriate products and services, pursues additional business opportunities, and meets or exceeds sales expectations. The role supports GreenState Credit Union’s mission and values by demonstrating accuracy, integrity, teamwork, confidentiality, and a commitment to a diverse and inclusive workplace. The associate performs the full range of Member Service Representative duties, including cash handling, account servicing, loan application support, outbound sales calls, vault duties, and referrals to specialized departments. The position also participates in promotions, team activities, and community events. The schedule is Monday through Friday, 8:30 a.m. to 5:00 p.m., with rotating Saturdays from 9:00 a.m. to noon and a midweek flex day. Qualifying applicants may receive bilingual pay. The hourly pay range is $21.46–$25.08, with a monthly incentive opportunity and a progressive benefits package.

Requirements

At least one year of similar or related experience, or 12 months in an MSR role with knowledge of Credit Union accounts and products and the ability to handle a wide variety of functions quickly and accurately.
High school diploma or GED equivalent.
Must be bondable.
Must be registered pursuant to the requirements of the S.A.F.E. Act.
High energy, sales ability, and interpersonal skills to represent the Credit Union positively and professionally.
Ability to coordinate and prioritize assignments and organize work efficiently.
Good time-management skills and ability to meet established deadlines.
Accuracy and attention to detail.
Proficiency with related computer applications, spreadsheets, word processing, and database applications.
Proven relationship-building skills and techniques.
Self-motivation, sound judgment, and ability to work independently with minimal direction.
Ability to maintain composure and solve problems as they arise.
Ability to develop and maintain positive and effective working relationships.
Ability to work the stated schedule, including rotating Saturdays, and overtime as necessitated by business demand.
Ability to comply with state, federal, and Credit Union regulations, policies, and guidelines.

Responsibilities

Follow Credit Union Service Standards and support GreenState’s mission and vision.
Provide positive service to members and guests, greeting them promptly and professionally and thanking them for their business.
Demonstrate teamwork and support a diverse and inclusive work environment.
Protect the confidentiality of member information and account records; verify identification as necessary and provide account information only to authorized primary or joint owners.
Ask questions, listen to members’ needs, and recommend suitable solutions and products.
Profile members to identify opportunities for additional business and make weekly outbound sales calls.
Structure loan applications, work with underwriters, and comply with lending policies and regulations.
Perform all aspects of the Member Service Representative role, including accurately balancing a cash drawer daily and following cash-handling, check-handling, and identification procedures.
Build member relationships by matching financial needs with GreenState products and services or referring members to specialized departments.
Participate in promotions, contests, and other activities that support team goals.
Sell loan protection products.
Maintain knowledge of federal deposit regulations and procedures.
Perform vault duties, including cash ordering, balancing, drawer audits, and scheduling.
Participate in community service organizations and/or Credit Union-sponsored events.
Work scheduled hours punctually and work overtime when business demands necessitate it.
Adhere to applicable state and federal regulations and Credit Union policies and guidelines.