Regional Member Service Associate
Company: GreenState Credit Union
Location: Dubuque
Posted on: October 12, 2024
Job Description:
GreenState Credit Union
Regional Member Service Associate
US-IA-Dubuque
Job ID: 2024-3929
Type: Regular Full-Time
# of Openings: 1
Category: Retail
GreenState Credit Union
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. The Regional Member Service Associate will
work out of all locations within Dubuque county. GREENSTATE
CULTURE:At GreenState, we exist to create lasting value for those
we serve. We do this by putting immense value into our employees,
members and communities. We empower our employees to create endless
opportunities, which will then impact the lives of our members and
enhance the vitality of our communities. GreenState is proud to
offer a Bilingual Pay Program for qualifying applicants.
Pay range for this hourly position is $23.64 - $31.72/hr with a
monthly incentive opportunity and a progressive benefits
package.
Responsibilities
Performs essential duties and responsibilities in the following
areas which may include, but are not limited to those listed and
are subject to change:
- Adheres to the Credit Union's core values and Service Standards
in carrying out GreenState's mission and vision.
- Demonstrates a positive member service (internal and external)
focus at all times, using their name, and thanking them for their
business. The MUST philosophy:
--- Make eye contact;
--- Use their name or acknowledge their presence;
--- Smile!
--- Thank them for their business.
- 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.
- Provides personalized, professional service to all members in
an exceptional manner, seeking out opportunities to exceed member
expectations.
- Makes weekly outbound service calls to members.
- Performs any and all aspects of the MSR position as detailed in
the MSR Job Description. This includes the ability to accurately
balance a cash drawer on a daily basis 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, etc.) to be
served.
- Provides consistent follow through.
- Services and promotes all credit union deposit products and
services.
- Utilizes appropriate resources to resolve routine and complex
member problems accurately, professionally, and in a timely
manner.
- Participates in promotions, contests, blitzes, staff meetings,
calling efforts, and other departmental activities which support
team goals.
- Processes credit applications within the scope of Credit Union
lending guidelines and policies
- Sells debt protection and other loan protection products
- Possesses a thorough knowledge of all federal regulations and
procedures concerning deposit and consumer loan regulations.
- Performs successful outbound sales calling to existing and
potential members and reviews loans and member files to develop and
place additional services. Answers incoming phone calls and assists
members with their requests
- Keeps abreast of all credit union deposit product and procedure
changes.
- 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 on an annual basis.
Qualifications
- Must have at least one year of similar or related experience or
six months in an MSR 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
during member contact.
- Accuracy in the handling of cash and recording daily
transactions Exceptional member service skills including above
average listening, written, and verbal communication skills.
- 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.
- Thorough knowledge of consumer loan policies, credit granting
criteria, interest rates and how they are computed, and required
documentation for each type of consumer loan and savings
product.
- Proven interviewing skills and techniques.
- Must be self-motivated, exercise sound judgment, and be able to
work independently
- Ability to use and understand written material.
- Ability to perform basic math calculations.
- Member account problem-solving skills.
- Ability to develop and maintain positive and effective working
relationships with co-workers.
- 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 Vice President / Branch Manager 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.
M/F/Veteran/Disability. We strongly encourage minorities, veterans,
and individuals with disabilities to apply for openings with the
credit union. - - - - - - - -
#ID - - - - - - - -
PIbe39aa6c9018-37248-35774209
Keywords: GreenState Credit Union, Iowa City , Regional Member Service Associate, Other , Dubuque, Iowa
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