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 member needs, offering appropriate products and services, and pursuing additional business opportunities. It also supports GreenState Credit Union’s mission and values through accuracy, integrity, teamwork, confidentiality, and a commitment to a diverse and inclusive workplace. The associate performs member service representative duties, including cash handling, account and deposit services, loan application support, sales calls, and vault operations. The position also contributes to team goals and community activities. The role 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 (GED).
- High energy, sales ability, and interpersonal skills to represent the credit union positively and professionally.
- Ability to coordinate and prioritize 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.
- 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 a positive service experience by promptly greeting members and guests, acknowledging them, and thanking them for their business.
- Demonstrate teamwork and maintain effective, positive relationships with coworkers.
- Maintain confidentiality of member information and account records; request identification when necessary and disclose account information only to authorized owners.
- Ask questions, listen to members’ needs, and offer suitable solutions; profile members to identify additional business opportunities.
- 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, and identification procedures.
- Recognize members’ financial needs and provide appropriate GreenState products and services or refer members to specialized departments.
- Participate in promotions, contests, and departmental 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.
- Comply with applicable state, federal, and credit union regulations, policies, and guidelines.
- Work scheduled hours punctually and work overtime as business demands require.
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
