Member Service Consultant

About the role

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, 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.

Pay and Benefits

The pay range for this hourly position is $23.64 - $27.64/hr with a monthly incentive opportunity and a progressive benefits package.

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.
• Safeguards 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 other employees.
• Safeguards confidentiality of member account records and account information. Requests identification whenever necessary and provides account information to only those members listed as primary or joint owners.
• Profiles each member to uncover opportunities for additional business.
• Responsible for structuring loan applications, working with underwriters and adhering to all lending policies and regulations.
• Makes weekly outbound sales calls to members to increase overall sales performance.
• Performs all aspects of MSR position. 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.
• Responsible for sales of loan protection products.
• Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned.
• Participates in promotions, contests, and other departmental activities which support team goals.
• Enriches the community by participating in community service organizations and/or Credit Union sponsored events.

Job Requirements/Expectations

• 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 manner.
• Ability to coordinate and prioritize work assignments and organize work efficiently.
• Accuracy and attention to detail.
• Proficiency with related computer applications, spreadsheets, word processing, and database applications.
• Proven relationship building skills and techniques.
• Self-motivated, exercise sound judgment, and be able to work independently.
• Able to maintain composure, and problem solve as they arise.
• Able to develop and maintain positive and effective working relationships.
• Able to work with minimal direction and exercise sound judgment.
• 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).
• Bondable.
• Registered pursuant to requirements of the S.A.F.E Act.

Reporting Relationship

This position reports to the Manager Retail Branch as assigned.

Supervisory Responsibilities

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