Automobile

Licensed Insurance Associate (North Liberty)

Overview POSITION SUMMARY: The Licensed Insurance Associate is an entry level sales position. This position serves as the first point of contact for our clients and carriers and will sell and service insurance policies that meet our clients’ needs and protect their assets. This position will also collaborate with other agents and associates to create a holistic and integrated insurance portfolio for our clients which provides lasting security. 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 range for this hourly position is $21.46 - $25.08/hr with a progressive benefits package. Responsibilities 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. 1. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. 2. Demonstrates a positive member service (internal and external) focus at all times. 3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. 4. Ensures confidentiality of member information. 5. Supports a diverse and inclusive work environment. 6. Works as primary driver of GreenState Insurances Personal Lines agency growth driving sales throughout our agency footprint and membership. Along with being the primary point of contact for agency book rolls driving growth through service and retention. 7. Gains knowledge to analyze and interpret new and existing client’s insurance needs based on their specific circumstances. 8. Seeks recommendations from existing GreenState client base to expand agency book of business. 9. Proactively contacts Mortgagee’s to review insurance coverages ahead of closing with GreenState Mortgage department. 10. Makes outbound sales calls to current and potential insureds outlining the benefits of GreenState insurance. 11. Works the recommendations pipeline from internal partners via Salesforce, GreenState’s internal CRM. 12. Upholds agency guidelines, processes and procedures in accordance with GreenState Insurances expectations. 13. Reviews and maintains current book of business looking for upsell opportunities and ensuring we retain our existing member base. 14. Manages request for quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable. 15. Proactively solicits increases in limits, coverages and/or rounding out accounts through sales to clients with every service contact and sends recommendations to the Portfolio Management team where appropriate. 16. Provides excellent customer service to clients’ questions to provide appropriate answers related to their coverage and/or policy status. 17. Documents all material conversation with insured and/or carriers regarding exposures and coverage with agency management system. 18. Assists with record keeping of sales activities and results. 19. Attends service and/or sales meetings as needed. 20. Works on individual or corporate projects that may be assigned by management occasionally. 21. Seeks referrals/sales from current Membership base and Personal referrals to solicit for new business prospects; follows up to generate new business using prospect database and automation system. 22. Meets minimum sales and retention expectations for all products and services outlined in the incentive program. 23. Maintains appropriate level of continuing education credits as applicable by state and license guidelines. 24. Works to maintain basic carrier product and interface knowledge. 25. Receives phone calls and assists potential walk-in clients. 26. Attends community, industry, and GreenState Insurance/Credit Union events. PIa94150ef633e-38003-39358250

  • North Liberty, IA

  • no content

Manager Retail Branch (Coralville)

Overview Responsible for leading, directing, and mentoring sales and service teams to achieve branch outcomes. Leads business development goals and objections, staffing levels, schedule and performance standards. Embraces and works to achieve the mission and values of the organization. Performs other special projects and assignments as may be directed and delegated by the Director Retail Branches. 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: Monday-Friday 8:30am-5:00pm Rotating Saturdays 8:30am-12:00pm Salary range for this position is $82,321.72 - $96,243.68 with a progressive benefit package. 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: Oversees and manages retail branch banking offices, which include sales, service and operations. Includes managing branch staff with functions such as HR, audit, facilities, training and project assignments with the region. Implements plan (routines, tactics, strategies) to support achievement of goals and reinforces policies and procedures to comply with fundamental business and credit priorities of the credit union. Demonstrates teamwork in all interactions with co-workers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Participates in community and business functions/groups to ensure a positive image for the credit union within the designated marketplace. Responsible for efficient operations through continued assessment and improvements. Responsible for ensuring that all Credit Union policies, procedures are performed consistently with Board and management guidelines including office equipment and facilities upkeep. Monitors and reports as requested branch activities in key performance areas. Develops and recommends annual branch performance targets in both team and individual expectations. Coaches the branches to achieve business development activities including outside networking, in-branch selling, outbound phone selling skills and targeted branch correspondence. Coach to maximize these activities to branch loan and deposit goals as well as referrals to our branch partners (Mortgage, Commercial, Wealth Management and Insurance) and other services available to our membership. Create train/develop and coach a successful sales & service team by holding employees accountable for performance, rewards/recognition for achieving sales and service goals and retention for top talent. Conducts periodic sales and service performance with branch staff. Monitor branch activities and results to insure branch and employee success. Prepares and conducts performance evaluations, prepares documentation for retention in personnel files. Working with HR, recommends and implements disciplinary actions and appropriate staff counseling within the department as needed. Coordinates, tracks and monitors daily scheduling within those that report directly to this position including overtime, leave of absences, and prepares periodic tracking reports for the Human Resources department. Meets attendance standards to perform job functions including physical presence to provide team oversite, coordination of work, and ongoing feedback. Promotes the professional development of branch staff through individual and group training. Human Resources responsibilities for personnel supervised including hiring, termination, performance review, salary recommendation, and other personnel issues. Establishes performance goals and assesses annual performance branch staffing requirements. Plays a vital role in enriching the community by participating in community service organizations and /or credit union sponsored events on an annual basis. Works GreenState’s sponsored and other events on or off premise as scheduled. PIa1f288a582e0-38003-40611246

  • Iowa, IA

  • no content

Assistant Manager Virtual Branch (North Liberty)

Overview The Assistant Manager Virtual Branch supports the success of GreenState’s Virtual Branch by overseeing daily operations, developing staff, and ensuring outstanding service delivery across digital and phone channels. This role provides next-level support for escalated member interactions, drives sales performance, and fosters a culture that aligns with GreenState’s mission, vision, core values, and Member Experience Standards. 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 8-5:30 2-3 Saturdays a month from 8:30-12:30 Salary range position is $71.944.86 - $84,112.08 with a monthly incentive opportunity and a progressive benefits package. Responsibilities 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. Lead, coach, and mentor direct reports and other team members to maximize performance and member experience. Conduct regular coaching sessions, performance reviews and 1-on-1s, identify training needs, and develop individualized improvement plans for members of the team. Oversees training and development by assisting in onboarding and training new hires, providing ongoing training and updates to the team, and ensuring staff remain consistent in adhering to policies, procedures, and service standards. Promotes staff growth and professional development through individual coaching, group training, and succession planning. Oversee daily operations of the sales function within the virtual branch, ensuring optimal staffing, scheduling, and workflow management. Provides guidance and support for escalated or complex member interactions, acting as a resource and mentor for staff. This includes addressing member escalations in a timely manner. Analyze member feedback to continuously improve processes and service delivery. Ensure proper use of CRM software to accurately document sales activities, member communication, and monitor reporting. Performs quality control activities for the team to ensure that team calls and member-facing interactions consistently align with ethical standards and established guidelines. Meets attendance standards to perform job functions including to provide team oversite, coordination of work, and ongoing feedback, and necessary production backup. Leads and or participates in projects and other duties as assigned. Compensation details: 71944.86-84112.08 Yearly Salary PI5d84fe63db74-38003-40536486

  • North Liberty, IA

  • no content

Mortgage Loan Closer II (North Liberty)

Overview The Mortgage Loan Closer II is responsible for completing residential mortgage loan closings, coordinating seamless, compliant loan closings from post-approval through funding and delivery. This role acts as a primary liaison between borrowers, loan officers, title companies, attorneys, and investors to ensure accurate documentation and strict adherence to regulatory standards. In addition to file management, the Mortgage Loan Closer II performs full settlement agent duties: clearing title conditions, finalizing settlement figures, and executing loan disbursements, checks, and wire transfers. The ideal candidate is detail-oriented and possesses a strong understanding of mortgage closing processes, title requirements, regulatory compliance, and settlement operations in a fast-paced environment. 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 range for this hourly position is $26.02 - $30.42/hr with a progressive benefits package. 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. Coordinates mortgage closings by working with borrowers, realtors, attorneys, title companies, settlement agents, and internal teams to ensure timely and accurate closing transactions. Reviews loan files to verify completeness, data integrity, underwriting approval conditions, loan terms, fees, escrow details, insurance requirements, and property information prior to closing. Orders, reviews, and clears title commitments, searches, abstracts, liens, and other title-related issues to ensure marketable title before closing. Prepares, reviews, and issues closing documents, Closing Disclosures (CDs), escrow statements, settlement figures, and recording documents while ensuring regulatory compliance and accuracy. Ensures compliance with TRID, RESPA, investor, state, federal, and credit union requirements, including reviewing compliance reports and Uniform Closing Dataset (UCD) validations. Reconciles funding worksheets, settlement statements, and final closing balances to ensure accurate loan funding and zero-variance disbursements. Executes, verifies, and monitors wire transfers, loan proceeds, mortgage payoffs, seller proceeds, and third-party disbursements while following fraud prevention and wire verification protocols. Audits funding and executed closing packages to confirm document completeness, required signatures, proper recording information, and readiness for post-closing review and investor delivery. Maintains organized loan records within the Loan Origination System (LOS), assists with post closing exceptions and trailing documentation, and supports timely recording and investor delivery. Participates in community involvement activities and provide operational support through cross functional projects, departmental initiatives, and other mortgage-related duties as assigned. PI23e4098a0a8c-38003-41531059

  • North Liberty, IA

  • no content

Information Technology Intern (North Liberty)

Overview INFORMATION TECHNOLOGY: GreenState's Information Technology department adheres to the corporate values and acts as a business partner who understands the needs of the business, enables business units to meet strategic objectives through technology, and provides employees and members with quality technology platforms that are always available, always relevant, and always scalable. GREENSTATE INTERNSHIPS: GreenState Credit Union's internship opportunity will immerse you into GreenState's fun and fast paced environment! As a valuable member of our team, you will provide direct support to your assigned team by owning the outcome for a variety of projects. We want your internship to be educational, meaningful, and exciting! As an intern, you will gain a better understanding of the roles in your department and be well prepared for work in the financial industry in the future. You will also have opportunities to work with GreenState members, other departments, and staff. This is a paid, on-site internship lasting 12 weeks, with an hourly wage of $15hr. The program runs from May 19th through August 7th. 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. Responsibilities Adheres to the Credit Union's core values in serving with truth, trust, mentoring, openness, risk-taking, communication, giving credit, integrity, caring, and respect in carrying out the 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. Consistent usage of the members name during contact and always 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. Assists with planning, coordination and execution of department events as directed by the appropriate staff member. Provides a variety of administrative and clerical support regarding respective departmental and organizational projects and tasks. Interacts with both internal and external GreenState parties including, but not limited to, fellow employees, department leaders, members, and vendors in the pursuit of departmental and organizational 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. Performs any other duties as may be required to meet Credit Union objectives. This job description does not list all the job duties. Intern may be asked to perform other duties by the staff or supervisor. Intern will be evaluated on performance of the projects listed as well as interaction with employees and clients. Work hours and project specifics will be negotiated with each candidate. PI44d947fe9b7d-38003-39894575

  • North Liberty, IA

  • no content

Director Retail Branches (Davenport)

Overview POSITION SUMMARY: Experienced leader overseeing the operations, growth, and profitability of the branches within the district. Responsible for a team of branch managers and staff, providing support and guidance to optimize branch operations, drive sales initiatives, maintain a high standard of member service, and represent GreenState in the community through events and networking. 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. Salary range for this position is $169,912.86 - $198,647.80 with a progressive benefit package. Responsibilities 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. Conduct routine on-site visits to each branch to maintain visibility, build rapport, and support staff. Observe and coach sales and service standards ensuring Branch Managers lead and coach daily in alignment with expectations. Observe and support managers in preparing and leading productive staff meetings. Serve as a resource for managers, providing actionable guidance to boost team motivation, cohesion, and overall satisfaction. Offer guidance and resources during operational challenges, staff shortages, or member concerns, acting as the first point of contact for issue resolution. Promote employee engagement and morale. Drive branch performance by monitoring and coaching Branch Managers to achieve sales, service, and growth goals. Ensure operational efficiency and compliance with audit and regulatory standards. Coordinate and collaborate with District Managers and Retail Enablement to maintain consistency across branches. Conduct market-wide training sessions and targeted training for MSRs/ACE staff. Actively identify and mentor high-potential employees within the district to support succession planning and leadership development. Foster cross-branch collaboration by encouraging communication and best practice sharing. Lead initiatives to address shared challenges and identify growth opportunities. Partner with Branch Managers to identify and drive business development efforts, deepen member relationships, and strengthen community connections. Collaborate with Business Development to identify SEG and community partners aligned with retail goals; participate in initial outreach and onboarding before transitioning to branch staff. Represent GreenState in the community by attending credit union-sponsored events, networking, and forming new local partnerships to enhance brand presence; ensure branch staff participation. Responsible for identifying and adding new Direct Dealer partners and supporting targeted acquisition programs or partner referrals. Lead and/or participate in projects and perform other duties as assigned. PIa7f8d774dacc-38003-39272580

  • Davenport, IA

  • no content

Regional Member Service Associate (West Des Moines)

Overview POSITION SUMMARY: The Regional Member Service Associate position is responsible for enriching member relationships while providing exceptional service and support to members and coworkers in a variety of locations. Assisting assigned branches in meeting and exceeding sales expectations by providing personalized, professional service in all interactions, including providing front line coverage are primary functions of the role. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, and share one vision through teamwork. 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. Pay range for this hourly position is $23.64 - $27.64. Responsibilities The Regional Member Service Associate position is responsible for enriching member relationships while providing exceptional service and support to members and coworkers in a variety of locations. Assisting assigned branches in meeting and exceeding sales expectations by providing personalized, professional service in all interactions, including providing front line coverage are primary functions of the role. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, and share one vision through teamwork. 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. Ensures confidentiality of member account records and account information. Performs all aspects of MSR position. Has a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification. Contributes to the branch meeting sales goals by asking questions, listening to members’ needs and offering solutions to the member. Responsible for structuring loan applications, working with underwriters and adhering to all lending policies and regulations. Makes outbound calls to members when available. 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 deposits. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. PI5ada4e23adda-38003-38088849

  • Clive, IA

  • no content

Route Sales Representative (Charlotte)

Route Sales Representative Route Sales Representative Charlotte - Charlotte, NC 28206 Apply Overview Position Type Full Time Apply Description Job Overview Arc3 is looking for a qualified individual to join our team as a Route Sales Representative operating out of our Charlotte, North Carolina location. You will play a critical role in developing and maintaining strong customer relationships because you will have direct, face-to-face contact with Arc3s customers on a daily basis as you deliver hard goods and gas cylinders and retrieve empty cylinders by truck on a scheduled route. The job is physically demanding and time-sensitive, but you will find it very rewarding as you earn our customers trust by providing consistently exceptional customer service. Many of our managers started their career at Arc3 as a Route Sales Representative, so it is an excellent way to learn the business and position yourself for career advancement if you so desire. Responsibilities and Duties Safely and efficiently load, deliver and unload hard goods and cylinders containing compressed gases to customers, and retrieve empty cylinders. Maintain load manifests and all other vehicle documents. Identify and monitor customers needs and maintain their desired hard good and cylinder levels to minimize or eliminate the need for emergency deliveries. Operate a forklift, pallet jack and other warehouse equipment. Strictly comply with all safety rules and DOT and OSHA regulations. Maintain the appropriate drivers license and endorsements. Keep the inside and outside of your truck safe and clean. Perform counter sales and assist customers in the store when necessary. Assist with inventory, housekeeping, showroom displays, and demonstrations as required. Other duties and projects as assigned. Qualifications Qualifications High School diploma or GED preferred. Class B CDL with HazMat endorsement required. Industry and related product knowledge, as well as experience handling compressed gases preferred. Customer service or sales experience preferred. Must be at least 21 years-old. Must meet all physical qualification standards imposed by regulation for truck drivers. Excellent oral communication skills, ability to work independently, self-motivated, and ability to pay attention to detail. Excellent customer service skills. Excellent time-management skills. Excellent driving record. Ability to routinely lift 25 75 lbs., and occasionally lift 76 to greater than 100 lbs. Must be able to work outdoors in varying temperatures. Ability to perform functions during occasional climbing, balancing, kneeling, crawling, pushing, pulling and finger activities. Frequent bending also required.

  • Charlotte, NC

  • no content

Data Technical Writer (North Liberty)

Overview INFORMATION TECHNOLOGY: GreenState's Information Technology department adheres to the corporate values and acts as a business partner who understands the needs of the business, enables business units to meet strategic objectives through technology, and provides employees and members with quality technology platforms that are always available, always relevant, and always scalable. The Data Technical Writer is responsible for creating, maintaining, and standardizing technical documentation across the Data & Analytics team. This role works closely with architects, engineers, analysts, and business stakeholders to capture detailed solution designs, workflows, and processes. The Data Technical Writer ensures that all data and technology solutions are accurately documented, accessible, and kept current, supporting solution maintainability, scalability, and compliance. This position plays a key role in enabling knowledge transfer, reducing technical debt, and improving transparency of systems and solutions across the organization. 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. Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package. 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. Develops and maintains comprehensive technical documentation for data solutions, including architecture diagrams, workflows, configurations, and data flow documentation. Partners with engineers, data analysts, and architects to translate complex technical solutions into clear, structured documentation. Establishes and enforces documentation standards, templates, and version control practices for the Data & Analytics team. Maintains accurate records of current-state and future-state solution designs as systems evolve. Creates process documentation, runbooks, and support guides for operational and business continuity purposes. Participates in design and requirements sessions to ensure that documentation is captured alongside solution development. Reviews solution changes for alignment with standards and ensures all updates are documented prior to production release. Creates knowledge base articles and training materials to support both internal team members and business users. Identifies documentation gaps and develops strategies to close them, improving overall knowledge management maturity. Supports compliance and audit efforts by ensuring accurate system documentation is readily available. Facilitates onboarding of new team members through accessible and well-organized documentation libraries. Performs other duties as assigned. Compensation details: 90593.36-105914.12 Yearly Salary PI538c2869088b-38003-40537908

  • North Liberty, IA

  • no content

Junior Account Manager (North Liberty)

Overview POSITION SUMMARY: The Junior Account Manager supports the GreenState Insurance sales team by helping quote, service, and maintain our Commercial Lines book of business, with a focus on small business clients. This role works closely with Insurance Processors, Senior Account Managers, and Administrative staff, acting as a key liaison between our team and clients to ensure their business needs are met with care and efficiency. 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. Pay range for this hourly position is $29.17 - $34.11/hr with a progressive benefits package. Responsibilities 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. Performs functions on agency management system proficiently and assists others as needed. Processes, maintains, and prepares new and renewal accounts for marketing, placement, and delivery to Commercial Sales staff or clients as directed. Handles normal account service activity including endorsements, audits, invoicing, etc. Is responsible for policy processing and quality control. Gathers the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewals and/or binders for designated accounts, as needed, within seven days of receipt. Conducts periodic service calls for designated accounts within assigned book of business Performs special projects at the request of designated clients after being approved by manager. Binders and/or policy or endorsement requests are to be completed within three days of date quoted to client. Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims. After reviewing updated client exposure survey information, obtains other renewal information from insured and completes applications for designated renewal business sixty days before renewal date. Working to maintain a local book of business, taking walk-ins and answering questions on existing coverages Receives phone calls and office visitors requesting quotes, changes to existing coverage, review/process certificate of insurance requests and completes the changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collect premium when applicable. Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal. Receives and reviews all termination and cancellations to determine action to be taken and takes needed action within 72 hours of receipt. Handles premium collection through form letter and request cancellation of policies when necessary. Follows up on outstanding claims and provides assistance in their resolution, as necessary. Solicits expiration dates for policies not written by agency. Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact. Seeks recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. Meets minimum sales expectations for all products and services. Documents all material conversation with insured and/or carriers regarding exposures and coverage. Performs other functions as assigned by management. PIf881f99f98df-38003-38167673

  • North Liberty, IA

  • no content

Member Service Representative (Cedar Rapids)

Overview The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. 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 Monday through Friday 8:30am to 5:15pm Saturdays 8:45am to 12:15pm Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. 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. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. 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. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. PIedcdbc074eac-38003-41150743

  • Hiawatha, IA

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Bilingual Member Service Representative (North Liberty)

Overview POSITION SUMMARY: The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. 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. Position details: Monday through Friday from 8:45 am - 5:45 pm, plus 3 out of 4 Saturdays from 9:00 am - Noon. Pay range for this hourly position is $17.39 - $23.40 with a monthly incentive opportunity and a progressive benefits package. Responsibilities 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 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. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. 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. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. PIb6fd84cd83c1-38003-35993128

  • North Liberty, IA

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