Healthcare

Commercial Loan Assistant

Overview POSITION SUMMARY: The Commercial Loan Assistant will have extensive contact with external and internal members in the commercial services lending and deposit gathering functions. This position assists the lending staff with support services in the delivery of high quality commercial products and services. 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 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 carrying out GreenState's mission and vision. Demonstrates teamwork in all interactions with co-workers and in the completion of all duties and responsibilities. Provides the highest level of internal and external customer service, demonstrating a positive member service focus at all times. Ensures confidentiality of member information. Plays a vital role in participating in community service organizations and/or credit union sponsored events, on an annual basis. Adheres to all state, federal and credit union regulations, policies and guidelines. Works under the direct supervision of the Vice President/Commercial Operations to assist members and staff in the support of the Commercial Services department. Answers phones; provides work area coverage when Commercial Officer or Commercial Loan Associate is unavailable. Prepares correspondence as necessary or directed. Processes loan payments, deposit requests, account transfer requests. Processes line of credit advance requests. Provides account and product information. Creates, updates, and maintain credit files in AccuSystems and system records in Episys. Assists with exception tracking and updating the file documentation database. Works to correct technical exceptions as quickly as possible. Requests interim and year end financial information from members as needed. Corresponds with borrowers, realtors, attorneys, abstractors, insurance companies, etc. Prepares all loan documents associated with existing new commercial loans. Prepares and coordinates loan closings (loan documentation, Episys entries, checks, file copies, GL wash account, Baker Hill, excel spreadsheets, communication with member and loan officer) Verifies homeowners insurance and flood insurance if applicable (personal and association) and requests mortgagee clause change prior to closing. Ensures the accuracy and lien perfection of all documents to be recorded, including warranty deed, ground water hazard statement, declaration of value, mortgage and any additional documents. Sets up new members on Episys and maintain existing members on Episys. Sets up new loan and deposit accounts on Episys including all related forms. Sets up new members on Q2 for online banking and maintains existing accounts, including ACH functionality. Sets up and trains members and maintains existing Remote Deposit Capture functionality for borrowers. Prepares business credit card applications and ACH applications. Monitors and adjusts variable rate loan rates, payments, etc., as needed. Processes paid loans, collateral releases, closed files. Tracks and monitors all HMDA reportable data and assists in quarterly and annual filing of reports to CFPB. Assists with processing and maintaining participations accordingly, including coordinating funding/buy backs with participants, monthly transactions, record keeping and reporting. Qualifications High school diploma or equivalent (“GED”). One to three years in a similar or related experience preferred. Must be bondable. Ability to coordinate and prioritize assignments and organize work efficiently for timely completion. Strong time management skills required to manage multiple assignments on time. Ability to develop and maintain effective working relationships with co-workers. Interpersonal skills to represent the credit union in a positive way during member contact. Excellent figure aptitude, with accuracy and attention to detail required. Knowledge of procedures, forms and regulations as they relate to commercial lending and deposit gathering. Ability to deal tactfully and efficiently with members and co-workers on a professional basis. Proficiency in a wide variety of personal computer software programs, including the Microsoft Office application suite. Availability and willingness to work additional hours as dictated by the workload. A strong working knowledge of local area network directories, protocol and general maintenance procedures. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Self directed nature, ability to work independent of supervision, and ability to follow directions. Maturity and discretion to handle confidential information. PI3c0b487beb83-37344-36448514

  • Naperville, IL

  • no content

Member Service Representative

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, 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 $17.39 - $20.33/hr 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. Qualifications JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. PI84d8afd88922-37344-39299181

  • Ankeny, IA

  • no content

Mortgage Closing Supervisor

Overview POSITION SUMMARY: Responsible for supervision of the Mortgage Loan Closers. Aids direct reports in the effective execution of their duties and assignments as well as maintaining an individual pipeline throughout the year. 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. Salary range for this position is $90,593.36 - $105,914.12 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 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. 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. Supports a diverse and inclusive work environment. Builds and maintains relationships in the real estate community (which includes but is not limited to realtors, attorneys, abstractors, and insurance companies) Adheres to all state, federal and credit union regulations, policies, and guidelines. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. Coordinates staffing, training, and cross-training within the department. 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. Meets attendance standards to perform job functions to provide team oversite, coordination of work, and ongoing feedback. 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. Aids the Mortgage Loan Closers in the effective execution of their duties and assignments. Serves as back-up to the Mortgage Loan Closers in the overflow of their duties. Assists in the development, coordination, and presentation of training of Mortgage Loan Closers in areas related to compliance, new systems, new products, services, and programs. Assists departmental leader in developing and maintaining materials for Mortgage Loan Closers. Provides support and assistance during internal, state, and federal audits and examinations as well as monthly, quarterly, or annual audits by our investors. Assists with various projects within the mortgage department. Qualifications Three years previous related work experience or a bachelors degree in equivalent study. Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand and at other times, job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Interpersonal skills to represent the Credit Union in a positive way during member contact. Interpersonal skills necessary to gather data from several sources and to represent positively the Credit Union during such contacts. Ability to provide service to members by phone or in person. Ability to develop and maintain effective working relationships with co-workers. Ability to deal tactfully and efficiently with employees, members, co-workers, and companies associated with the real estate community in a professional manner. Ability to prioritize assignments and organize work efficiently, to handle large volumes of details. Ability to operate related computer applications, and other standard office equipment. Lending policy and Real Estate knowledge helpful. Must be bondable. Must be registered pursuant to requirements of the S.A.F.E. Act. PIcf4280c7ec9d-37344-37296640

  • North Liberty, IA

  • no content

Bilingual Member Service Representative

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: Pay range for this hourly position is $17.39-$20.33/hr 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. Qualifications JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. PIa026c2e0834f-37344-36605994

  • Iowa City, IA

  • no content

Vice President/Branch Manager

Overview POSITION SUMMARY: 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 Vice President/Regional Manager. 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. Salary range for this position is $92,168.96 - $107,756.22 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 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. 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. Qualifications JOB REQUIREMENTS: Must have five years credit union or related experience; a minimum of two years supervisory experience with demonstrated leadership ability and team building skills preferred. High energy with the ability to approach individuals and engage in a conversation to successfully win business and open accounts. Thorough knowledge of products and services; ensures appropriate application of the credit union’s policies and procedures. Ability to network/build relationships to grow business. Interpersonal skills to represent the credit union in a positive way, both internally and externally at all times. Accuracy and attention to detail with proficiency in both oral and written communications. Ability to prioritize work assignments and organize work efficiently to meet established deadlines. Well-developed problem-solving skills and ability to develop conceptual alternatives. Ability to plan, organize, implement, and interpret the programs, goals, objectives, policies, projects, and procedures. Conflict resolution and/or mediation skills. Computer literacy/experience. Reports to work punctually, prepared for scheduled meetings and is an active participant. Ability, availability and willingness to work flexible hours to accomplish workload. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties. High school diploma or the equivalent (e.g. GED). Must be bondable. Must be registered pursuant to requirements of the S.A.F.E. Act. PI396b62ac54ae-37344-36440550

  • Indian Creek, IA

  • no content

Member Service Representative

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 8:30am - 5:15pm, plus 3 out of 4 Saturdays from 9:00am - Noon Pay range for this hourly position is $17.39 - $20.33/hr 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. Qualifications JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. PIfe7be35d3fe8-37344-38899557

  • North Liberty, IA

  • no content

Bilingual Member Service Associate

Overview POSITION SUMMARY: 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, 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 8:45am - 5:45pm, plus 3 out of 4 Saturdays from 9:00am - Noon Pay range for this hourly position is $24.02 - $28.08/hr 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. Sales – Ask questions, listen to your members’ needs and offer solutions that best fits the needs of your member. Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees. Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Profile 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. Performs all aspects of MSR position. This 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. 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. Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Job Requirements: Must have 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 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. Must demonstrate 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. Must be self-motivated, exercise sound judgment, and be able to work independently Ability to maintain composure, and problem solve as they arise. Ability to develop and maintain positive and effective working relationship. Ability 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). Must be bondable. 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. PI86c64c7297cc-37344-37062790

  • Naperville, IL

  • no content

Member Benefit Executive

Overview 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-5:30pm Saturday 8:30am-12:30pm This position will be based out of either our North Liberty Financial Center or Clive Branch. Pay range for this hourly position is $30.16 - $35.36/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'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. Qualifications 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. PI4103e2174e7f-37344-41076450

  • North Liberty, IA

  • no content

Commercial Loan Assistant

Overview The Commercial Loan Assistant will have extensive contact with external and internal members in the commercial services lending and deposit gathering functions. This position assists the lending staff with support services in the delivery of high-quality commercial products and services. 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. Plays a vital role in participating in community service organizations and/or credit union sponsored events, on an annual basis. Adheres to all state, federal and credit union regulations, policies and guidelines. Works under the direct supervision of the AVP/Commercial Operations to assist members and staff in the support of the Commercial Services department. Answers phones; provides work area coverage when Commercial Officer or Commercial Loan Associate is unavailable. Prepares correspondence as necessary or directed. Processes loan payments, deposit requests, account transfer requests. Processes line of credit advance requests. Provides account and product information. Assists with exception tracking and updating the file documentation database. Works to correct technical exceptions as quickly as possible. Corresponds with borrowers, realtors, attorneys, abstractors, insurance companies, etc. Prepares all loan documents associated with existing new commercial loans. Prepares and coordinates loan closings (loan documentation, Episys entries, checks, file copies, GL wash account, Excel spreadsheets, communication with member and loan officer) Verifies homeowners insurance and flood insurance if applicable (personal and association) and requests mortgagee clause change prior to closing. Sets up new members on Q2 for online banking and maintains existing accounts, including ACH functionality. Qualifications High school diploma or equivalent (“GED”). Two to four years in a similar or related experience preferred. Must be bondable. Ability to coordinate and prioritize assignments and organize work efficiently for timely completion. Strong time management skills required to manage multiple assignments on time. Ability to develop and maintain effective working relationships with co-workers. Interpersonal skills to represent the credit union in a positive way during member contact. Excellent figure aptitude, with accuracy and attention to detail required. Knowledge of procedures, forms and regulations as they relate to commercial lending and deposit gathering. Ability to deal tactfully and efficiently with members and co-workers on a professional basis. Proficiency in a wide variety of personal computer software programs, including the Microsoft Office application suite. Availability and willingness to work additional hours as dictated by the workload. A strong working knowledge of local area network directories, protocol and general maintenance procedures. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Self directed nature, ability to work independent of supervision, and ability to follow directions. Maturity and discretion to handle confidential information. Compensation details: 26.02-30.42 Hourly Wage PI4e1a0ff5075d-37344-40223145

  • North Liberty, IA

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Project Manager

Overview POSITION SUMMARY: The Project Manager works with staff throughout the credit union to manage and execute new projects at GreenState Credit Union. The position completes work with minimal guidance and direction, and typical project management assignments have a high level of complexity which may involve unstructured and ambiguous situations. Assignments may also include a high degree of sensitivity and confidentiality and specialized knowledge or experience. Strong organizational skills (planning and prioritizing) and communication skills (written, verbal, listening) are critical in this position, as is the ability to successfully adapt to diverse people and situations, manage conflict, proactively resolve issues and complete assignments on time. Must demonstrate developed skills in leadership, negotiation and facilitation techniques and interact professionally with staff and management at all levels. Solid understanding of Project Management methodologies and principles and possesses strong technical and analytical stills. Will often serve in a mentoring and leadership 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. Salary range for this position is $119,078.70 - $139,216.74/yr 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. Managing projects, which involves determining project deliverables and timelines, developing a project plan and managing to the plan, coordinating and leading meetings, preparing meeting minutes and status reports. Working with team members to resolve issues. Coordinating activities of a project team which may include individuals from multiple teams, departments and locations. Manage and deliver assigned projects to agreed timescales, budgets and quality standards. Provides continuous communication on project status to all appropriate parties. Developing relationships and expertise within the departments to provide continued value-add services. Acts as liaison with various business groups in the organization to facilitate implementation of new or improved business processes. Recognizes promising ideas and finds ways to introduce them into the company’s future plans and discards ideas that are ineffective, costly, or beyond the scope of the company’s mission or abilities to develop. Analyzes existing practices to isolate areas ripe for improvement or enhancement. Leads cross-functional projects and teams, ensuring successful project implementation. Supporting departments in creating a business case, including cost benefit analysis. Qualifications Strong organizational and communication skills are critical to this position, as are the ability to successfully adapt to diverse people and situations, manage conflict, proactively resolve issues and strong time management. Developed skills in leadership, relationship building, negotiation and influence, and facilitation techniques. Effectively interact with staff and management at all levels, including the senior team. Solid understanding of Project Management methodologies and principles relies on strong technical and analytical skills. Serve in a mentoring and leadership role and must be able to influence without direct organizational authority. Bachelor’s degree in a business-related field or equivalent training/experience required. Good understanding of the financial services industry. Three to five years of similar or related work experience. Experience with business and technical requirements analysis, business process, modeling/mapping, methodology development, and data modeling preferred. Experience working in a team-oriented, collaborative environment. Ability to thrive in a demanding, fast-paced environment requiring a high degree of productivity, adaptability, innovation and follow-through. Ability to track and juggle multiple tasks/priorities. Must be bondable. PIa02027d8d629-37344-37118517

  • North Liberty, IA

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Manager Retail Branch

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. Qualifications High school diploma or the equivalent (e.g. GED). Must have 7 credit union or related experience; a minimum of two years supervisory experience with demonstrated leadership ability and team building skills preferred. High energy with the ability to approach individuals and engage in a conversation to successfully win business and open accounts. Thorough knowledge of products and services; ensures appropriate application of the credit union’s policies and procedures. Ability to network/build relationships to grow business. Interpersonal skills to represent the credit union in a positive way, both internally and externally at all times. Accuracy and attention to detail with proficiency in both oral and written communications. Ability to prioritize work assignments and organize work efficiently to meet established deadlines. Well-developed problem-solving skills and ability to develop conceptual alternatives. Ability to plan, organize, implement, and interpret the programs, goals, objectives, policies, projects, and procedures. Conflict resolution and/or mediation skills. Computer literacy/experience. Reports to work punctually, prepared for scheduled meetings and is an active participant. Ability, availability and willingness to work flexible hours to accomplish workload. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Must be bondable. 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. PId3450c8d221e-37344-40611246

  • Iowa, IA

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Insurance Account Manager

Overview T he Account Manager assists the Insurance Advisors and VP of Insurance in quoting, servicing, audits and renewals generally maintaining our Commercial Lines book of business . This role works closely with our Insurance Processors as well as the Senior Account Manager s being an account liaison working with clientele for the greater good of their 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 range for this hourly position is $33.31 - $38.94/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. 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. 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. 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. Maintains strong carrier relationships in the Commercial Lines space 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 any and all products and services. Documents all material conversation with insured and/or carriers regarding exposures and coverage. Performs other functions as assigned by management. Qualifications Minimum of 3 years of insurance or business-related experience. Commercials lines account management experience strongly desired A two-year college degree, completion of a specialized course of study at a business or trade school, or completion of a specialized and extensive in-house training or apprenticeship program. Professional insurance designation preferred. Must possess personal property/casualty agent’s license and commercial license. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Must be bondable. PI3958655474f8-37344-40400271

  • North Liberty, IA

  • no content