Member Experience & Sales Associate

GreenState Credit Union; Addison (IL); On-site; USD 33,000 - 39,000; Full time

Job summary

GreenState Credit Union in Addison, IL is seeking a Member Service Associate to welcome members, process transactions, and promote appropriate financial products. You will balance cash and maintain secure handling of accounts while delivering outstanding service that strengthens member relationships.

Responsibilities include identifying needs, making referrals to specialists, and contributing to a teamwork-driven environment.

Qualifications

• Year of related experience or MSR role with credit union products.
• Strong sales ability and friendly member service focus.
• Detail-oriented with accuracy in all tasks.
• Proficiency with basic computer applications and data entry.

Responsibilities

• Greet members and assist with products and services to meet their needs.
• Balance cash drawer accurately and follow cash handling procedures.
• Identify opportunities for additional banking products and referrals.
• Maintain confidentiality of member information and records.
• Build positive relationships and contribute to a teamwork-driven environment.
• Coordinate loan applications with underwriters and adhere to lending policies.
• Make outbound calls to engage members and promote offerings.
• Assist in promotions and department activities to support goals.

Skills

Customer service

Sales ability

Interpersonal skills

Time management

Attention to detail

Self-motivated

Problem solving

Education

High school diploma or GED

Job description

GreenState Credit Union in Addison, IL is seeking a Member Service Associate to welcome members, process transactions, and promote appropriate financial products. You will balance cash and maintain secure handling of accounts while delivering outstanding service that strengthens member relationships.

Responsibilities include identifying needs, making referrals to specialists, and contributing to a teamwork-driven environment.