Member Service Associate
About The Position
The Member Service Associate acquires, expands, and enriches member relationships while providing exceptional, personalized service. The role focuses on accurately identifying member needs, recommending appropriate credit union products and services, meeting sales expectations, and referring members to specialized departments when appropriate. It also includes handling cash and deposits, supporting lending processes, protecting member information, and contributing to team and community activities. The position requires at least one year of similar or related experience, or 12 months in an MSR role with knowledge of credit union accounts and products. A high school diploma or equivalent is required. The associate 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 work assignments, organize work efficiently, and manage time 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.
- Ability to self-motivate, work independently with minimal direction, and exercise sound judgment.
- 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.
- Must adhere to 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 internal and external members and guests, including greeting them promptly and professionally and thanking them for their business.
- Demonstrate teamwork and maintain positive working relationships with coworkers.
- Protect confidential 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 products and services.
- Profile members to identify opportunities for additional business and make weekly outbound sales calls.
- Structure loan applications, work with underwriters, and follow lending policies and regulations.
- Accurately balance a cash drawer daily and follow cash-handling, check-handling, and identification procedures.
- Build member relationships by identifying financial needs and providing appropriate 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 or credit union-sponsored events.
- Work scheduled hours punctually and work overtime when necessitated by business demand.
Benefits
- Monthly incentive opportunity
- Progressive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
