Member Service Consultant

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

Overview

This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in an exceptional manner, seeking out opportunities for additional business.

GREENSTATE CULTURE:

At GreenState,ourpurpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now andin the future—isdeeplyrooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment tolivingour values is what brings our mission to life.

Hours:

Monday-Friday 8:30am-5:00pm
Rotating Saturdays 8:45am-12:00pm

Pay range for this hourly position is $23.64 - $27.64/hr with a monthly incentive opportunity and a progressive benefits package.

Responsibilities

1. Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision.
2. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business.
3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
4. Ensures confidentiality of member information.
5. Supports a diverse and inclusive work environment.
6. Sales - Responsible for achieving high sales expectations by promoting all retail products and services.
7. Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees.
8. Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners.
9. Profile each member to uncover opportunities for additional business.
10. Responsible for structuring loan applications, working with underwriters and adhering to all lending policies and regulations.
11. Makes weekly outbound sales calls to members to increase overall sales performance.
12. Performs all aspects of MSR position. This includes the ability to accurately balance a cash drawer daily and a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification.
13. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served.
14. Participates in promotions, contests, and other departmental activities which support team goals.
15. Responsible for sales of loan protection products.
16. Possesses a thorough knowledge of all federal regulations and procedures concerning deposit.
17. Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned.
18. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events.

Qualifications

1. Must have at least three years of similar or related experience or 12 months in a successful MSA role with knowledge of all credit union accounts and products with proven ability to handle a wide variety of functions quickly and accurately.
2. High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner.
3. Ability to coordinate and prioritize work assignments and organize work efficiently. Must demonstrate good time management skills to meet established deadlines.
4. Accuracy and attention to detail.
5. Proficiency with related computer applications, spreadsheets, word processing, and database applications.
6. Proven relationship building skills and techniques.
7. Must be self-motivated, exercise sound judgment, and be able to work independently
8. Ability to maintain composure, and problem solve as they arise.
9. Ability to develop and maintain positive and effective working relationship.
10. Ability to work with minimal direction and exercise sound judgment.
11. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand
12. High school diploma or the equivalent (i.e. GED).
13. Must be bondable.
14. Must be registered pursuant to requirements of the S.A.F.E Act.

Equal employment opportunity, including veterans and individuals with disabilities.

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