Bilingual Member Benefit Executive

About the Role

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.

Hours & Location

• Monday-Friday 8:00am-5:30pm
• Saturday 8:30am-12:30pm
• This role reports in-office daily at our branch in Clive, IA or our Financial Center in North Liberty, IA.

Pay & Benefits

• Pay range for this hourly position is $30.16 - $35.36/hr with a monthly incentive opportunity
• Progressive benefits package
• Bilingual Pay Program available for qualifying applicants

Essential Duties and Responsibilities

• 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
• 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 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

Requirements

• High school diploma or the equivalent (i.e. GED)
• 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
• 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 Vice President/Member Assistance Center Manager.

Supervisory Responsibilities

This position is not responsible for the supervision of other employees.