Bilingual Member Service Associate

This position is responsible for acquiring, expanding, and enriching member relationships while providing exceptional service. The qualified candidate will be member-focused, demonstrate excellence in accuracy, show integrity, and share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members, seeking out opportunities for additional business.

About GreenState

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 foster an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their commitment to living our values brings our mission to life. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants.

Schedule

• 8:15 AM – 5:30 PM Monday–Friday
• 8:45 AM – 12:30 PM Saturdays

Pay

Pay range for this hourly position is $21.46 – $25.08 per hour, with a monthly incentive opportunity and a progressive benefits package.

Responsibilities

• Adhere to Credit Union Service Standards in carrying out GreenState’s mission and vision.
• Demonstrate a positive member service focus at all times, greeting members and guests with a smile, eye contact, and using their name.
• Demonstrate teamwork in all interactions with coworkers and in the completion of duties.
• Ensure confidentiality of member information.
• Support a diverse and inclusive work environment.
• Ask questions, listen to members’ needs, and offer solutions that best fit their needs.
• Act as part of a cohesive team, demonstrating excellent interpersonal skills.
• Ensure confidentiality of member account records and provide account information only to authorized members.
• Profile each member to uncover opportunities for additional business.
• Structure loan applications, work with underwriters, and adhere to all lending policies and regulations.
• Make weekly outbound sales calls to members.
• Perform all aspects of the Member Service Representative (MSR) position, including balancing a cash drawer daily and understanding credit union policies for cash handling, check handling, and identification.
• Build member relationships by recognizing financial needs and meeting them with appropriate GreenState products or referring them to specialized departments (Wealth Management, Commercial, Mortgage, GreenState Insurance, etc.).
• Participate in promotions, contests, and other departmental activities supporting team goals.
• Sell loan protection products.
• Possess thorough knowledge of all federal regulations and procedures concerning deposits.
• Perform vault duties including cash ordering, balancing, drawer audits, scheduling, and other assigned duties.
• Play a vital role in enriching the community by participating in community service organizations and/or Credit Union-sponsored events.

Requirements

• At least one year of similar or related experience or 12 months in an MSR role with knowledge of all credit union accounts and products.
• Proven ability to handle a wide variety of functions quickly and accurately.
• High energy, sales ability, and interpersonal skills to represent the credit union positively and professionally.
• Ability to coordinate and prioritize work assignments and organize work efficiently.
• 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.
• Self-motivated, with the ability to exercise sound judgment and work independently.
• Ability to maintain composure and problem-solve as issues arise.
• Ability to develop and maintain positive and effective working relationships.
• Ability to work with minimal direction and exercise sound judgment.
• Punctuality, working all scheduled hours, and overtime as necessitated by business demand.
• High school diploma or equivalent (e.g., GED).
• Must be bondable.
• Must be registered pursuant to requirements of the S.A.F.E Act.
• Adhere to all state, federal, and credit union regulations, policies, and guidelines.

Reports to the Manager Retail Branch as assigned. This position is not responsible for the supervision of other employees.