Member Experience Advisor

GreenState Insurance Services LLC; Ankeny (IA); On-site; USD 33,000 - 38,000; Full time

Job summary

GreenState Credit Union is seeking a Member Service Representative who will focus on helping members, selling banking products, and delivering exceptional service. You will build relationships, promote services, and work in a team-oriented environment.

The role requires high energy, accuracy, and a commitment to integrity while meeting sales goals and maintaining confidentiality of member information.

Qualifications

• Must have strong sales ability and professional demeanor.
• Excellent interpersonal skills to represent the credit union.
• Good time-management to meet deadlines.
• High accuracy and attention to detail in all tasks.
• Self-motivated, able to work independently.
• Ability to build relationships with members.

Responsibilities

• Adheres to Credit Union Service Standards and mission.
• Provide friendly member service and greet with a smile.
• Demonstrate teamwork in daily duties and interactions.
• Maintain confidentiality of member information.
• Support a diverse and inclusive work environment.
• Sell retail products and services to meet expectations.
• Collaborate with team and departments to assist members.
• Protect account information and verify identities as needed.
• Profile members to uncover additional business opportunities.
• Structure loan applications with underwriters per policy.
• Make weekly outbound sales calls to boost performance.
• Balance cash drawer and follow cash handling procedures.
• Build relationships by addressing member financial needs.
• Participate in promotions and department activities.
• Support sale of loan protection products.
• Know federal regulations for deposits and related procedures.
• Carry out vault duties and related tasks.
• Engage in community service and credit union events.

Skills

Sales ability

Interpersonal skills

Time management

Accuracy and detail

Self-motivated

Problem solving

Education

High school diploma or GED

Tools

MS Office

CRM software

Spreadsheets

Word processing

Database applications

Job description

GreenState Credit Union is seeking a Member Service Representative who will focus on helping members, selling banking products, and delivering exceptional service. You will build relationships, promote services, and work in a team-oriented environment.

The role requires high energy, accuracy, and a commitment to integrity while meeting sales goals and maintaining confidentiality of member information.