Member Experience & Banking Advisor

Community Credit Union; Iowa; On-site; USD 30,000 - 35,000; Full time

Job summary

GreenState Credit Union in Iowa is seeking a Member Service Representative to grow member relationships and deliver exceptional service. This role emphasizes accuracy, integrity, teamwork, and recognizing sales opportunities to meet member needs.

You will handle daily cash activities, balance drawers, and promote credit union products. The schedule is Monday–Friday with Saturday half-day; the role includes incentive opportunities and a comprehensive benefits package.

Qualifications

• Must have at least one year of similar or related experience or 12 months in an MSR role with knowledge of all credit union accounts and products with proven ability to handle a wide variety of functions quickly and accurately.
• High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner.
• Ability to coordinate and prioritize work assignments and organize work efficiently. Must demonstrate good time management skills to meet established deadlines.
• Accuracy and attention to detail.

Responsibilities

• Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision.
• Demonstrates a positive member service focus at all times, greeting members and guests with a smile and eye contact, using their name, and thanking them for their business.
• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
• Ensures confidentiality of member information.
• Supports a diverse and inclusive work environment.
• Sales – Ask questions, listen to members’ needs and offer solutions that best fit the needs of your member.
• Acts as part of a cohesive team, demonstrating interpersonal skills and the ability to interact positively with other employees.
• Ensures confidentiality of member account records and account information; request identification and provide information only to those listed as primary or joint owners.
• Profile each member to uncover opportunities for additional business.
• Responsible for structuring loan applications, working with underwriters and adhering to lending policies and regulations.
• Makes weekly outbound sales calls to members.
• Performs MSR duties including balancing a cash drawer daily and understanding credit union policies for cash handling, checks, and ID.
• Builds member relationships by recognizing financial needs and meeting them with GreenState products or referrals.
• Participates in promotions and departmental activities to support team goals.
• Responsible for sale of loan protection products.
• Maintains knowledge of federal regulations and procedures concerning deposits.
• Performs vault duties including cash ordering, balancing, drawer audits, and scheduling.
• Plays a vital role in enriching the community by participating in service organizations and events.

Skills

Sales

Interpersonal skills

Accuracy

Detail-oriented

Time management

Self-motivated

Problem solving

Independent work

Customer service

Education

High school diploma or GED

Tools

Microsoft Excel

Word

Database software

Spreadsheets

Word processing

CRM systems

Job description

GreenState Credit Union in Iowa is seeking a Member Service Representative to grow member relationships and deliver exceptional service. This role emphasizes accuracy, integrity, teamwork, and recognizing sales opportunities to meet member needs.

You will handle daily cash activities, balance drawers, and promote credit union products. The schedule is Monday–Friday with Saturday half-day; the role includes incentive opportunities and a comprehensive benefits package.