Healthcare

Bilingual Member Service Associate (Marion)

Overview GreenState, a progressive, growing company, is now taking applications for a Member Service Associate. This position is responsible for acquiring, expanding, and enriching member relationships, while providing service in an exceptional manner. In this role you will cross-sell and provide credit union products and services to new and existing members, with referrals to appropriate departments when necessary. The successful candidate will be an independent, outgoing individual who will constantly strive to be number one. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Pay range for this hourly position is $21.46 - $28.60/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 carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, using their name, and thanking them for their business. The MUST philosophy: • Make eye contact; • Use their name or acknowledge their presence; • Smile! • Thank them for their business. 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. Provides personalized, professional service to all members in an exceptional manner, seeking out opportunities to exceed member expectations. Makes weekly outbound service calls to members. Performs any and all aspects of the MSR position as detailed in the MSR Job Description. This includes the ability to accurately balance a cash drawer on a daily basis 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, etc.) to be served. Provides consistent follow through. Services and promotes all credit union deposit products and services. Utilizes appropriate resources to resolve routine and complex member problems accurately, professionally, and in a timely manner. Participates in promotions, contests, blitzes, staff meetings, calling efforts, and other departmental activities which support team goals. Processes credit applications within the scope of Credit Union lending guidelines and policies Sells debt protection and other loan protection products Possesses a thorough knowledge of all federal regulations and procedures concerning deposit and consumer loan regulations. Performs successful outbound sales calling to existing and potential members and reviews loans and member files to develop and place additional services. Answers incoming phone calls and assists members with their requests Keeps abreast of all credit union deposit product and procedure changes. Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned. 19. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. PIce04f331f928-38003-35910224

  • Indian Creek, IA

  • no content

Receiving Assistant (Zion Crossroads)

About Better Living, Inc. At Better Living, Inc., we’ve been building strong communities across Central Virginia for generations. We take pride in providing top-tier building supplies, cabinetry, windows, and doors to regional builders and homeowners. We’re currently looking for a dependable Receiving Assistant to join our team at our Troy, VA facility. Position Overview As a Receiving Assistant, you will play a key role in keeping our warehouse and inventory operations running smoothly. You will assist with physical inventory intake and computer logging for both our building supply division and our window, door, and cabinet department. This dynamic role combines active hands-on material handling, inventory tracking, and filling in as a backup delivery driver when needed. Key Responsibilities: Inventory Intake & Processing: Unload, inspect, and log incoming shipments physically and in our inventory computer system across building supplies, cabinetry, windows, and doors. Backup Driver Duties: Serve as an emergency backup driver for material deliveries as needed. Team Support: Fill in for Receiving Clerks during planned or unplanned time off. Safety & Maintenance: Maintain a clean, organized, and safe yard and warehouse environment. General Support: Perform other operational warehouse duties as assigned by management. Why Join Better Living? Consistent daytime schedule (Monday through Friday) Reliable weekly pay Supportive, team-oriented culture Opportunity to grow your career within the local building materials industry Compensation details: 16-19 Hourly Wage PI62ccae19ce49-38003-42064067

  • Troy, VA

  • no content

Mortgage Loan Closer (North Liberty)

Overview POSITION SUMMARY: Responsible for closing of all secondary and in-house mortgage loans. 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 $26.02 - $30.42/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 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. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. Builds and maintains relationships in the real estate community, which includes but is not limited to realtors, attorneys, abstractors, and insurance companies. Fields and returns phone calls/emails from borrowers regarding their mortgage loan. Schedules closings with members and all other involved parties in the absence of the MLO or Mortgage Associate. Orders final inspections, flood determinations, when necessary, verification of employment, verification of mortgage or rents and other documents necessary to support the loan application and ensure complete documentation of the loan file. Orders the necessary title work through abstract/title companies and attorney’s office. This would include but is not limited to (abstract update, 900/901 searches, buyer’s searches and day of closing searches). Reviews and verifies title work is clear to close and works with all parties involved to clear title objections. Orders and reviews both the compliance report and fraud report for accuracy and discrepancies and makes any necessary corrections. Submits file information to automated underwriting system when necessary and verifies accuracy of the findings. Organizes documents in appropriate order in the LOS system and submits final applications to underwriting for approval when necessary. Follows up on any prior to docs and closing conditions for secondary market and in-house loans. Verifies accuracy of homeowners insurance and flood insurance if applicable (personal and association) and requests mortgagee clause change prior to closing. Requests closing numbers and all transfer documentation from closing agents, realtors, and attorneys in order to prepare closing documents. Works closely with all attorneys and realtor companies to obtain this information. Sends and monitors the closing disclosure to verify the closing disclosure has been sent at least 3 days in advance of closing. Will notify MLO/Associate if CD is not viewed 3 days prior to closing. Responsible for re-disclosing any additional fees, changes on rates and terms, etc. after the initial CD has gone out and there are changes to be made. Prepares closing documents and closing disclosure statement. Verifies all fees and invoices have been collected. Issues all checks and posts general ledger entries for those invoices and fees. Overnights and/or wires payoffs and proceeds as requested on all purchase transactions. Verifies the accuracy of the closing documents to ensure the address, legal description, initial escrow disclosure, etc. is correct. Organizes documents in LOS system to be sent to post closing department in a timely manner to ensure prompt delivery to investors and prompt recording of the mortgages. Ensures accuracy of Warranty Deed, Ground Water Hazard Statement, Declaration of Value, Mortgage and any additional documents that are to be recorded prior to closing Resolves any secondary market suspensions or deficiencies and follows-up on any missing documentation in mortgage file in a timely manner. Assists in year-end verification of HMDA reporting and 1098/1099 statements. Assists in all other necessary mortgage duties and projects when needed. Adheres to all state, federal and credit union regulations, policies and guidelines. PI664dd849f8d8-38003-37690444

  • North Liberty, IA

  • no content

Vice President/Branch Manager (Ankeny)

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 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. Salary range for this position is $82,321.72 - $96,243.68 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. PI2104dac7e1ee-38003-39334372

  • Ankeny, IA

  • no content

Member Service Representative (Rockford)

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. Hours: Monday - Friday 8:30am to 5:15pm Rotating Saturdays 8:30am- 12:15pm up to 3 a month Pay range for this hourly position is $19.47 - $22.76/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. PI2c890a0029e4-38003-41316068

  • Loves Park, IL

  • no content

Instructional Designer (North Liberty)

Overview POSITION SUMMARY: This position is responsible for writing and developing course contents to deliver information to employees in an engaging, efficient, and effective manner. This includes working with subject matter experts to identify content suitable for inclusion in electronic courses; designing course components and course outlines based on a needs assessment, developing, managing, and maintaining written documentation of procedures to further support content delivered through online courses; and development and maintenance of the content on the Learning Management System. This role works closely with the subject matter experts delivering instruction in the classroom to develop and design training courses and deliver them through various learning technologies. 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 $79,173.90 - $92,563.38 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. Meets with subject matter experts and the learning and development team to identify content that is best delivered through electronic courses and e-learning platforms. Identifies critical course objectives by working closely with subject matter experts, evaluating the needs, goal and outcome of the course objectives. Works as content liaison for change management for the credit union, organizing change information into consumable content for LMS l or other learning technologies. Ensures content is organized, reliable, accurate, and relevant. Presents the framework design/s to the end user with description of the idea meant to be communicated. Packages course content for media design electronic course content and flow. Provides reports and verifies that finished courses meet the objectives specified by subject matter experts. Assists in developing engaging electronic courses to reinforce critical concepts, enhance transfer of knowledge, and aid knowledge retention. Verifies that finished courses meet the objectives specified by subject matter experts. Acts as an administrator for the Learning Management System. Monitors, refreshes and updates content to keep employees engaged through the Learning Management System. Maintains document tags and metadata to optimize search functionality in the Learning Management System. Assists with the creation of written training documents, learning aids, handouts, and PowerPoints for use in instructor-led training sessions. Identifies, promotes, and evaluates innovative ideas for delivery of electronic content using all systems and software available. Seeks out opportunities to create efficiencies in the delivery of content to employees. Performs other duties as assigned. PI8048b58ecb44-38003-36734045

  • North Liberty, IA

  • no content

Wealth Management Intern (North Liberty)

Overview 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. The Wealth Management Intern will focus on several areas during the internship program including: Attending meetings, supporting Financial Advisors, Trust Officers, and Administrative Associates, maintaining the call calendar, communicating with members and clients, reviewing accounts, and assisting with various projects including Guided Wealth Portfolio, Financial Planning, Grow Our Own, and Marketing. 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. We will start outreach to internship candidates in January 2026. 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. 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. 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. PId42a8df0bb78-38003-39129994

  • North Liberty, IA

  • no content

Licensed Insurance Representative (Iowa City)

Overview POSITION SUMMARY: The Licensed Insurance Representative (LIR) works closely with the Senior Account Managers (SAM), Account Managers (AM), Licensed Insurance Agents (LIA) and Producers. The primary duties of the LIR include accurate, timely and professional service to all members and staff of GreenState in daily transactions and inquiries. Provides information and answers to questions regarding GreenState Insurance products and services. This position is responsible for policy retention, member service and sales support. 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 $23.61 - $27.60/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 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. Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events on an annual basis. Ensures confidentiality of member information. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements. Updates policy information as needed and requests exceptions, if necessary, from underwriting. Handles client telephone calls – process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process and eligibility and handle escalated calls. Processes change requests sent by producers and LIA’s and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions. Does a policy review for current customers at renewal and each service contact and sells and recommends enhanced coverage, increased limits and counsels customers regarding coverage gaps. Solicits additional lines of business and rounding out accounts. Rerates policies with premium increases using the rater, verifies eligibility and underwriting information and decides which company to place the policies with. Once ready to present to customer, sends information to LIA’s/Producers for final sale. Contacts clients about premium increases at renewal when we aren’t able to move the account and provides an explanation as to why the rate changed and offers solutions on how to lower premiums, if applicable, with an ultimate goal of retaining the business. Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business at least 30 days prior to renewal. Secures and submits required renewal underwriting information. Rewrites and remarkets existing client accounts as needed. Processes payments with the companies and accurately transacts in management system, making sure accounting reconciles at the end of the month. Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed. Contacts customers and mortgage companies regarding late pay notices. Collects the late premium and contacts the insurance carrier to ask for an extension, if needed, and prevents the policies from cancelling. Works closely with Senior Account Managers, Account Managers, Licensed Insurance Agents and other Customer Service Representatives in the processing of client documents. Supports producers by processing new business applications. This may include data entry of application information, sending applications via DocuSign, issuing policy and sending receipts and documents to the customer. Receives and reviews all termination and cancellations to determine appropriate action. Documents all material conversations with insured and/or carriers regarding exposures, coverage and advice given. Updates carrier phone lists and contact information. Maintains communication of E&O requirements with insurance carriers. Enters new prospects into the system and attaches emails for the producer. Sends binders of insurance for the Producers/LIA’s. Performs additional assigned duties as necessary. PI2ea5f0aa9d4d-38003-36972915

  • Coralville, IA

  • no content

Member Service Representative (Altoona)

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: M-F 8:30am-5pm Saturdays 9am-12pm 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. PIfd4e1f091a05-38003-40903995

  • Altoona, IA

  • no content

Member Service Associate (Altoona)

Overview This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in an exceptional manner, seeking out opportunities for additional business. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Hours: Monday-Friday 8-5 Saturday 9-12 Pay range for this hourly position is $21.46 - $25.08/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. 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. PIab04bddf32a9-38003-39634223

  • Altoona, IA

  • no content

Financial Analyst (North Liberty)

Overview POSITION SUMMARY: This position makes a high level of impact on a rapidly growing organization and has proven technical skills in financial planning and analysis, strong accounting background, and the ability to work cross-functionally in a dynamic and fast paced environment. 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 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. Assists in the preparation of the annual budgeting process, including the preparation of detailed financial forecasts and variance analysis. Monitors budget-to-actual performance and identify significant variances. Performs profitability modeling to analyze the risk adjusted return of differing products, lending channels, departments, and branches. Compiles and analyzes profitability reporting and summarizes results for stakeholders across the organization. Helps support the funds transfer pricing and credit risk analysis that is included within the profitability modeling. Creates and maintains procedures and documentation supporting the budgeting and profitability modeling process. Collaborates with departments to gather input and ensure data accuracy Maintains and improves financial models, tools and databases to support analysis. Prepares financial reports and analyzes key performance metrics to identify trends and variances. Supports monthly, quarterly, and annual financial reporting processes. Serves as financial liaison, providing guidance on metrics and interpretation of financial reports. Provides insights into profitability, cost management and operational efficiencies. Collaborates with Finance and Accounting to deliver financial reports and key metrics to Company Leadership and Board of Directors on a regular basis using Power BI platform. Prepares peer analysis reporting. Conducts special analyses and projects to support strategic initiatives. PIdbe19b91197a-38003-39120128

  • North Liberty, IA

  • no content

Loss Mitigation Specialist (North Liberty)

Overview POSITION SUMMARY: Analyzes all accounts prior to charge off to ensure that all efforts have been exhausted and due diligence complete in the collection of the debt mitigating loss for the business. Approves or recommends all accounts each month for those accounts deemed uncollectable that meet the qualifications for charge off outlined in our company policy. Facilitates the accounting requirements necessary to transfer assets to OREO status. Consults with Vice President/Account Resolutions for appropriate actions on complex accounts. 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 $79,173.90 - $105,966.64 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. Always demonstrates a positive member service (internal and external) focus, 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. Makes recommendations for and implements appropriate action for those accounts that cannot be contacted, or for which satisfactory arrangements cannot be made. Maintains and updates member records. Records all communications and all collection activity. Possesses higher system permissions and approval authority for all recommended deferments, modifications, TDRs, and workout loans. Balances the collection GL and calculates Legal Reserve recovery. Assists with departmental and/or branch training or job shadowing. Reviews accounts with supervisory staff and recommends charge offs, account for repossession and foreclosure of collateral securing delinquent accounts, and for the maintenance of that collateral while in the credit union's possession and for its appropriate and legal disposition. Provides finance monthly charge off and recovery numbers broken down by loan codes for call report. Refers members to financial counseling resources when necessary. Cross-sells Credit Union products and services when appropriate. Provides support for Account Resolution Processors, as necessary. Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events, on an annual basis. Provides monthly stats for CFO and produces monthly charge off reports for credit committee and charge off review meetings. Provides report of approved monthly charge offs to Account Resolution Processor III for validation, identification, and remediation of any transactions requiring reversal or errors prior to finalization of charge offs. Provides list of approved credit cards pending charge off to CADs for file maintenance in External Core system. Manages pipeline of aged accounts reviewing to ensure due diligence has been completed and efforts are exhausted according to policy guidelines. Provides coaching to AR Specialists on recommended actions to take to resolve delinquency or exhaust efforts to potentially include repossession or foreclosure prior to charge off recommendation. Transfers foreclosed properties to OREO, process the sale proceeds of OREO properties, and maintains the OREO Analysis spread sheet on each OREO account. Maintains insurance on the OREO properties. Back up contact for 3rd party Recovery Agency inquiries for information, documentation, or settlement approval requests in the absence of Recovery Coordinator. Manages all vendor payments for the department. Performs any other duties as assigned. PI6d0149805f48-38003-36201722

  • North Liberty, IA

  • no content