GreenState Credit Union · 2 hours ago
Member Service Associate
GreenState Credit Union is opening a new branch in Papillion, and they are seeking a Member Service Associate to join their team. This role is responsible for acquiring, expanding, and enriching member relationships while providing exceptional service and meeting sales expectations.
BankingFinanceFinancial Services
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 – 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. 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
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 deposits
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
Qualification
Required
Must have 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 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
Adheres to all state, federal and credit union regulations, policies, and guidelines
Benefits
Flexible Time Off (FTO): Take time when you need it, with the trust and flexibility to balance life and work.
Wellness & Health Coverage: Choose from robust medical, dental, and vision plans, including wellness and preventative care benefits starting the first of the month after hire.
Paid Parental Leave: Six weeks of 100% paid leave to bond with a newborn or newly adopted child.
Retirement Savings: 401(k) plan with up to an 11% employer match based on tenure.
Paid Holidays: 13 paid holidays annually.
Sabbatical Program: Four weeks of paid leave after 15 years of service, promoting rest and renewal.
Financial Perks: Loan rate discounts, student loan interest reimbursement, and identity theft protection.
Professional Growth: Career development opportunities and recognition programs to celebrate your achievements.
Company
GreenState Credit Union
GreenState Credit Union is a financial services company that specializes in online banking.
Funding
Current Stage
Late StageTotal Funding
$100M2023-02-15Debt Financing· $100M
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