Member Service Associate

GreenState Credit Union•Downers Grove, IL

10d

About The Position

The Member Service Associate acquires, expands, and enriches member relationships while providing exceptional, personalized service. The role is expected to meet and exceed sales expectations by identifying members’ needs, recommending appropriate products and services, and seeking opportunities for additional business. The successful candidate demonstrates accuracy, integrity, teamwork, a member-focused approach, and commitment to GreenState’s mission and inclusive workplace culture. The position handles member service and sales activities, including loan applications, cash and check handling, account confidentiality, outbound sales calls, vault duties, and referrals to specialized departments. It also supports team goals and community engagement through promotions, departmental activities, and community service or credit union-sponsored events. The role reports to the Manager Retail Branch as assigned and does not supervise other employees. This is an hourly position paying $24.02–$28.08 per hour, 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 demonstrated ability to handle a wide variety of functions quickly and accurately.
High school diploma or equivalent (GED).
High energy, sales ability, and interpersonal skills to represent the credit union positively and professionally.
Ability to coordinate and prioritize work assignments and organize work efficiently.
Good time-management skills 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.
Must be bondable.
Must be registered pursuant to requirements of the S.A.F.E. Act.

Responsibilities

Follow Credit Union Service Standards and support GreenState’s mission and vision.
Provide positive service to internal and external members, including promptly greeting members and guests, acknowledging them, and thanking them for their business.
Demonstrate teamwork and maintain positive, effective working relationships with coworkers.
Protect 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, offer suitable solutions, and profile members to identify opportunities for additional business.
Structure loan applications, work with underwriters, and comply with lending policies and regulations.
Make weekly outbound sales calls to members.
Perform all aspects of the MSR position, including accurately balancing a cash drawer daily and following cash-handling, check-handling, identification, and credit union procedures.
Build member relationships by matching financial needs with appropriate GreenState products and services or referring members to specialized departments.
Participate in promotions, contests, and other departmental activities that support team goals.
Sell loan protection products.
Maintain thorough 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.
Adhere to applicable state, federal, and credit union regulations, policies, and guidelines.
Report punctually, work scheduled hours, and work overtime when business demands require it.