Member Service Representative

Job Description

Member Service Representative | GreenState Credit Union

The Tone:
This is a full-time role at GreenState Credit Union, located in Iowa City, IA. As a Member Service Representative, you will be the primary point of contact for members, embodying the credit union’s commitment to service excellence. This role is vital for fostering strong relationships, ensuring accurate daily transactions, and connecting members with financial products that strengthen their well-being. GreenState is dedicated to creating lasting value for its members and communities, thriving on an inclusive workplace where every team member feels valued and impactful.

The TL;DR
• Role: Full Time
• Type: Regular Full-Time (Work schedule: Monday-Friday, 8:15 AM – 5:15 PM, with rotating Saturdays)
• Location: Iowa City, IA (On-site)
• Pay: $17.39–$20.33 hourly
• Team: Reports to Vice President/Branch Managers
• Mission: To provide professional, accurate, and member-centric service, handling daily transactions, resolving inquiries, and identifying financial needs to offer appropriate GreenState products and services.
• Tech Stack: Related computer applications, spreadsheets, word processing, database applications

What You’ll Actually Do
• Member Engagement: Provide exceptional, positive, and confidential service to members and guests, addressing inquiries and resolving account discrepancies while adhering to credit union standards.
• Transaction Processing: Accurately perform a wide range of daily financial transactions, including deposits, withdrawals, transfers, loan payments, check cashing, and the sale of various financial instruments.
• Relationship Building: Actively identify members’ financial needs and effectively refer appropriate GreenState products and services, or connect them with specialized departments, to meet team goals.
• Cash Management & Operations: Maintain a satisfactory balancing record, process mail and night deposits, manage vault operations, including disbursements and balancing, and participate in branch opening and closing procedures.
• Compliance & Security: Ensure the security of confidential member information by requesting proper identification, adhering to regulations on fund availability, and assisting with overall branch security protocols.

The Must-Haves
• Background: High school diploma or the equivalent (i.e., GED), with a thorough knowledge of deposit products and regulations.
• Experience: Prior experience in cash handling, sales, and customer service is desired. Must be bondable and capable of reporting to work punctually for all scheduled hours.
• Skills: Strong interpersonal skills to positively represent the Credit Union, accuracy in handling cash and recording transactions, problem-solving abilities for member account issues, and proficiency with relevant computer applications.
• Bonus: A high-energy approach to build rapport with individuals and a willingness to participate in community service organizations or Credit Union sponsored events.