REGIONAL MEMBER SERVICE ASSOCIATE
Company: GreenState Credit Union
Location: Dubuque
Posted on: October 14, 2024
Job Description:
GreenState Credit UnionRegional Member Service
AssociateUS-IA-DubuqueJob ID: 2024-3929Type: Regular Full-Time# of
Openings: 1Category: RetailGreenState Credit UnionOverviewThis
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.
ResponsibilitiesPerforms 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 RelationshipReports to the Vice President / Branch
Manager as assigned.Supervisory ResponsibilitiesThis position is
not responsible for the supervision of other employees.Equal
Opportunity Employment StatementGreenState 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
PI61d8d3c35cd0-31191-35774209
Keywords: GreenState Credit Union, Iowa City , REGIONAL MEMBER SERVICE ASSOCIATE, Other , Dubuque, Iowa
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