Member Service Associate

Job Description

Member Service Associate | GreenState Credit Union

The Tone:
This is a regular full-time role at GreenState Credit Union, located in Coralville, IA. At GreenState, our purpose 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. This position is responsible for acquiring, expanding, and enriching member relationships while providing exceptional service, directly contributing to our mission by helping members achieve their financial goals.

The TL;DR
• Role: Full Time
• Type: Regular Full-Time
• Location: In-person, Coralville, IA
• Pay: $21.46–$25.08 hourly
• Team: Reports to the Vice President / Branch Manager
• Mission: This person builds and maintains strong member relationships by understanding financial needs and offering suitable GreenState Credit Union solutions.
• Tech Stack: Related computer applications, spreadsheets, word processing, database applications

What You’ll Actually Do
• Member Relationship Management: Acquire, expand, and enrich member relationships by providing exceptional service, proactively identifying needs, and seeking opportunities for additional business.
• Sales & Lending Operations: Drive sales by engaging members to understand their needs, offering tailored solutions, structuring loan applications, working with underwriters, and conducting weekly outbound sales calls.
• Financial Transaction Processing: Execute all aspects of a Member Service Representative (MSR) position, including accurately balancing a cash drawer daily and ensuring adherence to all credit union policies and procedures for cash, check handling, and identification.
• Product Referral & Specialization: Build strong member relationships by recognizing their financial needs and appropriately referring them to specialized departments (e.g., Wealth Management, Commercial, Mortgage, GreenState Insurance) for comprehensive service.
• Branch Support & Compliance: Perform vault duties such as cash ordering, balancing, and drawer audits, while maintaining the confidentiality of member information and ensuring compliance with all federal regulations and credit union policies regarding deposits.

The Must-Haves
• Background: High school diploma or the equivalent (GED); proven knowledge of all credit union accounts and products.
• Experience: Minimum of one year of similar or related experience, or 12 months in an MSR role, with a demonstrated ability to handle a wide variety of functions quickly and accurately.
• Skills: High energy, strong sales ability, excellent interpersonal and relationship-building skills, proficiency with related computer applications (spreadsheets, word processing, database applications), accuracy, and attention to detail.
• Bonus: Eligibility for the Bilingual Pay Program.