Member Experience & Relationship Specialist

GreenState Insurance Services LLC; Clive (IA); Vor Ort; USD 30.000 - 35.000; Vollzeit

Zusammenfassung

GreenState Credit Union is seeking a member service representative in Clive, IA. The role focuses on acquiring, expanding, and enriching member relationships while delivering personalized, professional service.

You will balance a cash drawer daily and drive sales by identifying member needs and offering appropriate GreenState products and services. Reporting to the Manager Retail Branch, the position emphasizes accuracy, integrity, and teamwork within a diverse workplace.

Qualifikationen

• One year of MSR experience or related role with knowledge of credit union accounts and products.
• High energy and sales ability with strong interpersonal skills.
• Ability to coordinate and prioritize work efficiently and meet deadlines.
• Accuracy and attention to detail in all tasks.
• Proficiency with related computer applications, spreadsheets, word processing, and database applications.
• Proven relationship-building skills and self-motivation.

Aufgaben

• Balance cash drawer daily and understand credit union cash handling policies.
• Make weekly outbound sales calls to members and seek additional business opportunities.
• Maintain confidentiality of member information and adhere to privacy policies.
• Build and maintain member relationships by understanding needs and offering GreenState products and services.
• Support a diverse and inclusive work environment and teamwork.

Kenntnisse

Sales skills

Interpersonal skills

Time management

Data entry

Ausbildung

High school diploma

Tools

Excel

Word processing

Database software

Jobbeschreibung

GreenState Credit Union is seeking a member service representative in Clive, IA. The role focuses on acquiring, expanding, and enriching member relationships while delivering personalized, professional service.

You will balance a cash drawer daily and drive sales by identifying member needs and offering appropriate GreenState products and services. Reporting to the Manager Retail Branch, the position emphasizes accuracy, integrity, and teamwork within a diverse workplace.