Member Service Associate
About The Position
The Member Service Associate acquires, expands, and enriches member relationships while providing exceptional, personalized service. The role meets and exceeds sales expectations by identifying members’ needs, recommending suitable GreenState products and services, and referring members to specialized departments when appropriate. The associate supports the credit union’s mission and vision, protects confidential member information, contributes to an inclusive workplace, and works collaboratively to meet team goals. Duties include servicing accounts and cash transactions, structuring loan applications, making outbound sales calls, selling loan protection products, performing vault duties, and participating in community activities.
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.
- 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 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 the 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 S.A.F.E. Act requirements.
Responsibilities
- Adhere to Credit Union Service Standards and support GreenState’s mission and vision.
- Provide positive, professional service to members and guests, including greeting them promptly and thanking them for their business.
- Demonstrate teamwork and contribute to a diverse and inclusive work environment.
- Maintain the confidentiality of member information and account records; verify identification and provide account information only to authorized account 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.
- Perform MSR duties, including accurately balancing a cash drawer daily and following cash-handling, check-handling, and identification procedures.
- Build member relationships by identifying financial needs, providing appropriate 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 as business demands require.
- Adhere to applicable state, federal, and credit union regulations, policies, and guidelines.
Benefits
- Progressive benefits package
- Monthly incentive opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
