Member Service Associate

GreenState Credit Union•Clive, IA

10d

About The Position

The Member Service Associate acquires, expands, and enriches member relationships while providing exceptional, personalized service. The role represents GreenState Credit Union professionally, identifies members’ financial needs, recommends appropriate products and services, and seeks opportunities to build additional business. The associate contributes to a collaborative, diverse, and inclusive workplace and supports GreenState’s purpose of creating lasting value for members, communities, and one another. This position performs member service and sales activities, handles cash and account transactions, supports lending processes, and protects confidential member information. It also includes vault responsibilities, outbound sales calls, participation in team promotions and community activities, and compliance with applicable regulations and credit union policies. The position reports to the Manager Retail Branch as assigned and does not supervise other employees. 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.
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, 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 service to members and guests, including prompt greetings and courteous acknowledgment.
Demonstrate teamwork and contribute to a diverse and inclusive work environment.
Protect confidential member information and account records; request identification when necessary and provide account information only to authorized owners.
Ask questions, understand members’ needs, and offer suitable products and services.
Profile members to identify opportunities for additional business and make referrals to specialized departments when appropriate.
Structure loan applications, work with underwriters, and follow 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, and identification procedures.
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 promotions, contests, and departmental activities that support team goals.
Participate in community service organizations and/or credit union-sponsored events.
Work scheduled hours punctually and work overtime as necessitated by business demand.
Adhere to applicable state, federal, and credit union regulations, policies, and guidelines.