Member Service Associate

GreenState Credit Union•Clive, IA

12d•$21 - $25

About The Position

The Member Service Associate acquires, expands, and enriches member relationships while providing exceptional service. The role focuses on accuracy, integrity, teamwork, and personalized service, with responsibility for meeting and exceeding sales expectations and identifying opportunities for additional business. The position handles member accounts and transactions, supports lending activities, promotes credit union products and services, and helps connect members with specialized departments as appropriate. GreenState’s stated purpose is to create lasting value for members, communities, and employees by strengthening financial well-being and supporting an engaging, diverse, and inclusive workplace. The hourly pay range is $21.46–$25.08, with a monthly incentive opportunity and a progressive benefits package. The position reports to the Manager Retail Branch as assigned and does not supervise other employees.

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 equivalent, such as a GED.
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 to meet 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.
Punctuality and ability to work all scheduled hours and overtime as necessitated by business demand.
Must be bondable.
Must be registered pursuant to S.A.F.E. Act requirements.

Responsibilities

Follow Credit Union Service Standards in carrying out GreenState’s mission and vision.
Provide a positive service experience to internal and external members, including promptly greeting members and guests, acknowledging them, and thanking them for their business.
Demonstrate teamwork and positive interpersonal skills when working with coworkers and completing assigned duties.
Maintain the confidentiality of member information and account records; request identification when necessary and provide account information only to primary or joint owners.
Ask questions, listen to members’ needs, and offer suitable solutions; profile members to identify opportunities for additional business.
Structure loan applications, work with underwriters, and follow lending policies and regulations.
Make weekly outbound sales calls to members.
Perform MSR duties, including accurately balancing a cash drawer daily and following cash-handling, check-handling, identification, and other credit union procedures.
Build member relationships by identifying financial needs and providing suitable GreenState products and services or referrals to specialized departments.
Participate in promotions, contests, and departmental activities that support team goals.
Sell loan protection products.
Maintain knowledge of federal regulations and procedures concerning deposits.
Perform vault duties, including cash ordering, balancing, drawer audits, and scheduling.
Participate in community service organizations and/or credit union-sponsored events.
Follow state, federal, and credit union regulations, policies, and guidelines.