Position Summary
This position is responsible for acquiring, expanding, and enriching member relationships, while providing service in an exceptional manner via web and phone communication channels. Primary representative for opening, interviewing, and counseling applicants for loan and deposit products.
GREENSTATE CULTURE:
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. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
Hours:
M-F 8:00am-5:30pm2-3 Saturdays a month from 8:30am-12:30pm
This role reports in-office daily at our Financial Center in North Liberty, IA or our branch in Clive, IA.
Pay range for this hourly position is $30.16 - $35.36/hr with a monthly incentive opportunity and a progressive benefits package.
Essential 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's core values and Service Standards in conducting GreenState's mission and vision.
Demonstrates a positive member service (internal and external) focus at all times.
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.
Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.
Answers incoming telephone calls and assists members with their needs.
Opens all types of share accounts.
Opens all types for consumer loans via phone and incoming web applications.
Educates members about their financial choices, by asking about and understanding their needs, and responding by recommending appropriate financial products and services. Provides consistent follow through.
Interviews members and potential members for credit union products and makes appropriate recommendations to underwriters.
Makes successful outbound sales calling to existing and potential members.
Services all credit union products and services.
Meets expected service levels for member wait time and accuracy.
Services and promotes all credit union products and services.
Keeps abreast of all Credit Union product and procedure changes.
Possesses a thorough knowledge of all federal regulations and procedures concerning deposit and loan regulations.
Performs any other duties as may be required to meet credit union objectives.
Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events on an annual basis.
Job Requirements/Expectations
High school diploma or the equivalent (i.e. GED) and a minimum of at least two years of financial experience with knowledge of all GreenState accounts and products, or other related communication center and/or financial institution background.
Sales ability and interpersonal skills to represent the Credit Union in a positive way during member contact.
Accuracy in handling member transactions and inquiries.
High energy and high sales aptitude with the ability to approach individuals and engage in a conversation to successfully win business.
Ability to prioritize and work efficiently in a fast pace environment.
Driven to meet department and individual sales goals.
Ability to operate related telephone and computer systems.
Must have excellent communication skills via phone and web channels.
Must be bondable.
Knowledge of consumer loan and deposit policies and procedures.
Ability to develop and maintain effective working relationships with co-workers.
Must be registered pursuant to requirements of the S.A.F.E. Act.
Adheres to all state, federal and credit union regulations, policies, and guidelines.
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events.
Reporting Relationship
Reports to the Manager Virtual Branch.
Supervisory Responsibilities
This position is not responsible for the supervision of others.
Equal Opportunity Employment Statement
GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #ID