Regional Member Service Associate

Overview

This 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.

Responsibilities

Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:

1. Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.
2. 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.
3. Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees.
4. 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.
5. Provides personalized, professional service to all members in an exceptional manner, seeking out opportunities to exceed member expectations.
6. Makes weekly outbound service calls to members.
7. 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.
8. 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.
9. Provides consistent follow through.
10. Services and promotes all credit union deposit products and services.
11. Utilizes appropriate resources to resolve routine and complex member problems accurately, professionally, and in a timely manner.
12. Participates in promotions, contests, blitzes, staff meetings, calling efforts, and other departmental activities which support team goals.
13. Processes credit applications within the scope of Credit Union lending guidelines and policies
14. Sells debt protection and other loan protection products
15. Possesses a thorough knowledge of all federal regulations and procedures concerning deposit and consumer loan regulations.
16. 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
17. Keeps abreast of all credit union deposit product and procedure changes.
18. Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned.
19. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis.

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