Member Service Consultant

GreenState Credit Union•Bettendorf, IA

9d•$24 - $28

About The Position

The Member Service Consultant acquires, expands, and enriches member relationships while providing exceptional service. The role focuses on personalized, professional service, accurate work, integrity, teamwork, and meeting or exceeding sales expectations by identifying opportunities for additional business. The position performs member service and sales activities, supports lending, handles cash and deposit-related duties, and contributes to team and community activities. The position is scheduled 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. The position reports to the Manager Retail Branch as assigned and does not supervise other employees.

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 ability to handle a wide variety of functions quickly and accurately.
High energy, sales ability, and interpersonal skills to represent the credit union positively and professionally.
Ability to coordinate and prioritize work assignments and organize work efficiently.
Good time-management skills 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 and effective working relationships.
High school diploma or equivalent (GED).
Must be bondable.
Must be registered pursuant to requirements of the S.A.F.E. Act.

Responsibilities

Follow Credit Union Service Standards in carrying out GreenState’s mission and vision.
Provide a positive service experience to internal and external members, including promptly greeting and acknowledging members and guests and thanking them for their business.
Demonstrate teamwork and maintain positive interactions with coworkers.
Maintain the confidentiality of member information and account records; verify identification when needed and disclose account information only to 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.
Structure loan applications, work with underwriters, and comply with lending policies and regulations.
Perform all aspects of the MSR position, including accurately balancing a cash drawer daily and following cash-handling, check-handling, and identification procedures.
Identify members’ financial needs and recommend appropriate GreenState products and services or refer them to specialized departments.
Participate in promotions, contests, and other departmental 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.
Work scheduled hours punctually and work overtime as necessitated by business demand.