Member Service Consultant

GreenState Credit Union•Bettendorf, IA

About The Position

The Member Service Consultant acquires, expands, and enriches member relationships while providing exceptional service. The role is focused on personalized, professional service, accuracy, integrity, teamwork, and identifying opportunities to meet members’ financial needs with GreenState products and services. The consultant is expected to meet and exceed sales expectations and support GreenState’s mission of strengthening members’ financial well-being and the communities it serves. The position performs member service, sales, lending, cash-handling, and vault duties. It includes profiling members for additional business, structuring loan applications, making outbound sales calls, maintaining confidentiality, and referring members to specialized departments when appropriate. The role also supports an inclusive workplace and participates in community service or credit-union-sponsored events. The position reports to the Manager Retail Branch as assigned and does not supervise other employees. Hours are Monday through Friday, 8:15 a.m. to 5:15 p.m., with some Saturdays from 8:45 a.m. to 12:30 p.m. The hourly pay range is $23.64–$27.64, with a monthly incentive opportunity and a progressive benefits package.

Requirements

At least three years of similar or related experience, or 12 months in a successful MSA role with knowledge of credit union accounts and products and the proven 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, 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 work independently and with minimal direction, exercise sound judgment, and remain self-motivated.
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

Follow Credit Union Service Standards and support GreenState’s mission and vision.
Provide positive service to internal and external members, promptly greeting and acknowledging them and thanking them for their business.
Demonstrate teamwork and support a diverse and inclusive work environment.
Maintain confidentiality of member information and account records, verify identification when necessary, and provide account information only to authorized primary or joint owners.
Promote retail products and services and meet high sales expectations.
Profile members to identify opportunities for additional business and make weekly outbound sales calls to improve sales performance.
Structure loan applications, work with underwriters, and comply with lending policies and regulations.
Perform all aspects of the Member Service Representative position, including accurately balancing a cash drawer daily and following cash-handling, check-handling, and identification procedures.
Build member relationships by identifying financial needs, offering 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 regulations and procedures concerning deposits.
Perform vault duties, including cash ordering, balancing, drawer audits, and scheduling.
Participate in community service organizations and/or credit-union-sponsored events.
Report punctually, work scheduled hours, and work overtime when required by business demand.