Member Success & Relationship Specialist

Jobtome; Indiana; On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Monthly incentive

Benefits package

Job summary

GreenState Credit Union is hiring a Member Service Associate in Addison, IL. The role focuses on delivering exceptional member service while identifying opportunities for additional products and services.

The position emphasizes accuracy, integrity, and teamwork in a fast-paced retail banking environment. The candidate will handle routine MSR tasks, support lending processes, and participate in community activities.

Qualifications

• 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.
• 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.

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 upon 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 - Ask questions, listen to your members' needs and offer solutions that best fits the needs of your member.
• 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.
• 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.
• Performs all aspects of MSR position including balancing cash drawer daily and understanding policies for cash handling, check handling, and identification.
• Builds member relationships by recognizing financial needs and meeting those needs with GreenState products or referrals.
• Participates in promotions and other departmental activities to support team goals.
• Responsible for sales of loan protection products.
• Possesses knowledge of all federal regulations and procedures concerning deposits.
• Performs vault duties including cash ordering, balancing, drawer audits, scheduling.

Skills

Customer service

Sales ability

Interpersonal skills

Education

High school diploma or GED

Tools

Excel

Word

Database software

Job description

GreenState Credit Union is hiring a Member Service Associate in Addison, IL. The role focuses on delivering exceptional member service while identifying opportunities for additional products and services.

The position emphasizes accuracy, integrity, and teamwork in a fast-paced retail banking environment. The candidate will handle routine MSR tasks, support lending processes, and participate in community activities.