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 North Liberty, IA. GreenState Credit Union is dedicated to creating lasting value for its members, communities, and employees by strengthening financial well-being and enhancing community vitality. This position is crucial for acquiring, expanding, and enriching member relationships, directly impacting the credit union’s mission through exceptional service and proactive sales.

The TL;DR
• Role: Full Time
• Type: Regular Full-Time
• Location: North Liberty, IA
• Pay: $21.46–$25.08 hourly
• Team: Reports to the Vice President / Branch Manager; no supervisory responsibilities.
• Mission: Owns the process of building and maintaining strong member relationships through personalized service and tailored financial solutions.

What You’ll Actually Do
• Member Engagement: Acquire, expand, and enrich member relationships by providing exceptional service, greeting members promptly, and demonstrating integrity and teamwork.
• Sales & Solutions: Profile members to uncover financial needs, offer appropriate GreenState products and services, structure loan applications, and make weekly outbound sales calls.
• Financial Operations: Accurately balance a cash drawer daily, perform vault duties including cash ordering and audits, and ensure all credit union policies and procedures for cash and check handling are followed.
• Compliance & Confidentiality: Adhere to all credit union service standards, federal regulations, and procedures concerning deposits, while ensuring the confidentiality of member account information.
• Community Involvement: Play a vital role in enriching the community by participating in community service organizations and Credit Union sponsored events.

The Must-Haves
• Background: High school diploma or equivalent. Must have at least one year of similar or related experience or 12 months in an MSR role within a credit union or financial institution.
• Experience: Proven ability to handle a wide variety of functions quickly and accurately, coupled with knowledge of all credit union accounts and products.
• Skills: High energy and sales ability, strong interpersonal and relationship-building skills, accuracy and attention to detail, proficiency with computer applications including spreadsheets and word processing, and the ability to work independently with sound judgment.