Member Service Consultant
Company: GreenState Credit Union
Posted on: November 26, 2022
GreenState Credit UnionMember Service
ConsultantUS-IL-FreeportJob ID: 2022-3256Type: Regular Full-Time#
of Openings: 1Category: RetailGreenState Credit
UnionOverviewPOSITION SUMMARY: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. 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. This
position offers a minimum hourly wage of $26.47 in addition to a
lucrative monthly incentive opportunity, and a progressive benefit
package. ResponsibilitiesEssential Duties and
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:
- 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 - Responsible for achieving high sales expectations by
promoting all retail products and services.
- Acts as part of a cohesive team, demonstrating excellent
interpersonal skills and the ability to interact positively with
- 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
- Profile each member to uncover opportunities for additional
- Responsible for structuring loan applications, working with
underwriters and adhering to all lending policies and
- Makes weekly outbound sales calls to members to increase
overall sales performance.
- 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 deposit.
- 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
- Must have at least three years of similar or related experience
or 12 months in a successful MSA 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
- 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
- Ability to maintain composure, and problem solve as they
- Ability to develop and maintain positive and effective working
- Ability to work with minimal direction and exercise sound
- 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.Reporting RelationshipReports to the Vice President / Branch
Manager as assigned.Supervisory ResponsibilitiesThis position is
not responsible for the supervision of other employees.Equal
Opportunity Employment StatementGreenState Credit Union is an
EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage
minorities, veterans, and individuals with disabilities to apply
for openings with the credit union.
Keywords: GreenState Credit Union, Rockford , Member Service Consultant, Other , Freeport, Illinois
Didn't find what you're looking for? Search again!