Member Service Consultant

careers-greenstate; West Des Moines (IA); On-site; USD 33,000 - 38,000; Full time

Benefits offered by this job

Monthly incentive

Progressive benefits

Job summary

GreenState Credit Union in West Des Moines, IA, is seeking an MSR to acquire and enrich member relationships while delivering exceptional service. You will balance cash, promote products, and profile members to uncover opportunities.

Eligible candidates bring strong sales and interpersonal skills, along with accuracy and computer proficiency. The role includes outbound calls, loan processing, and community involvement with a competitive hourly pay range.

Qualifications

• Minimum 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.
• 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.
• Proficiency with related computer applications, spreadsheets, word processing, and database applications.
• Proven relationship building skills and techniques.
• Must be self-motivated, exercise sound judgment, and be able to work independently
• Ability to maintain composure, and problem solve as they arise.
• Ability to develop and maintain positive and effective working relationship.
• Ability to work with minimal direction and exercise sound judgment.

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.
• Demonstrates teamwork in interactions with coworkers and in duties.
• Ensures confidentiality of member information.
• Supports a diverse and inclusive work environment.
• Sales - responsible for achieving high sales expectations by promoting all retail products and services.
• Acts as part of a cohesive team with strong interpersonal skills.
• Ensures confidentiality of member account records and information.
• Profiles each member to uncover opportunities for additional business.
• Structures loan applications, works with underwriters, adheres to lending policies.
• Makes weekly outbound sales calls to members to increase sales.
• Balances cash drawer daily and follows cash handling policies.
• Builds member relationships by meeting financial needs with GreenState products.
• Participates in promotions and departmental activities.
• Sales of loan protection products.
• Knowledge of federal regulations for deposits.
• Performs vault duties including cash ordering and balancing.
• Participates in community service or events.

Skills

Sales aptitude

Customer service

Interpersonal skills

Time management

Accuracy

Computer literacy

Relationship building

Education

High school diploma or GED

Tools

Spreadsheets

Word processing

Database applications

Cash handling systems

Job description

Position Summary

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.

Hours

Monday-Friday: 9:00am - 5:00pmSaturday: 9:00am - 12:00pm

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.

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

Essential Duties and Responsibilities

• Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision.
• 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.
• 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 - Responsible for achieving high sales expectations by promoting all retail products and services.
• Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees.
• 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.
• Profile each member to uncover opportunities for additional business.
• Responsible for structuring loan applications, working with underwriters and adhering to all lending policies and regulations.
• Makes weekly outbound sales calls to members to increase overall sales performance.
• 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.
• 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.
• Participates in promotions, contests, and other departmental activities which support team goals.
• Responsible for sales of loan protection products.
• Possesses a thorough knowledge of all federal regulations and procedures concerning deposit.
• Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned.
• Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events.

Job Requirements/Expectations

• 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.
• 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.
• Proficiency with related computer applications, spreadsheets, word processing, and database applications.
• Proven relationship building skills and techniques.
• Must be self-motivated, exercise sound judgment, and be able to work independently
• Ability to maintain composure, and problem solve as they arise.
• Ability to develop and maintain positive and effective working relationship.
• Ability to work with minimal direction and exercise sound judgment.
• Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand
• High school diploma or the equivalent (i.e. GED).
• Must be bondable.
• Must be registered pursuant to requirements of the S.A.F.E Act.

Reporting Relationship

Reports to the Manager Retail Branch as assigned.

Supervisory Responsibilities

This position is not responsible for the supervision of other employees.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #ID