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Junior Licensed Insurance Representative (North Liberty)

Overview The Junior Licensed Insurance Representative works closely with the License Insurance Repersentatives, Senior License Insurance Representatives, Insurance Processors Senior Account Managers, Account Managers, Licensed Insurance Agents, and Advisors. The primary duties of this position 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, 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 $20.97 - $24.52/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. 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. Sends binders of insurance for the Producers/LIA’s. Processes third party mortgagee changes and send declaration pages to mortgagee lenders upon request. Processes change requests sent by LIA’s and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions. Contacts underwriting if necessary for exceptions, collects and sends any required documents to the insured. Handles client email requests - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process, calls out as needed to discuss policies. Sends binders of insurance for the Producers/LIA’s. Sends cancellations and processes cancellation requests sent by Advisors, LIA’s, SAM’s, and Processors. Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations. Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed. Maintains appropriate level of continuing education credits as applicable by state and license guidelines. Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurances expectations Attends community, industry, and GreenState Insurance/Credit Union events. Performs additional assigned duties, as necessary. PI4913d3bce197-38003-40901431

  • North Liberty, IA

  • no content

Member Service Representative (Des Moines)

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. PI494344b7a80c-38003-37945585

  • Des Moines, IA

  • no content

Bilingual Member Service Representative (Addison)

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. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Hours: Mon-Fri 8:00am-5:30pm Sat 8:30am-12:30pm Pay range for this hourly position is $19.47 - $22.76/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. PIf4e78aea99f6-38003-39783859

  • Addison, IL

  • no content

Mortgage 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 DEPARTMENT Intern will focus on several areas in an effort to support the department including, responding to payoff/verification of mortgage requests, distribute and track incoming mail, record satisfaction of mortgage documents, assist with any data verification/audits done within Mortgage Servicing and balance and scan mortgage checks. This is a paid 12-week internship, with a wage of $15.00/hr. Program dates will be May 27th - August 15th. 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 Adheres to the Credit Union's core values in serving with truth, trust, mentoring, openness, risk-taking, communication, giving credit, integrity, caring, and respect in carrying out the GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival. Consistent usage of the members name during contact and always thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Assists with planning, coordination and execution of department events as directed by the appropriate staff member. Provides a variety of administrative and clerical support regarding respective departmental and organizational projects and tasks. Interacts with both internal and external GreenState parties including, but not limited to, fellow employees, department leaders, members, and vendors in the pursuit of departmental and organizational objectives. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. Performs any other duties as may be required to meet Credit Union objectives. This job description does not list all the job duties. Intern may be asked to perform other duties by the staff or supervisor. Intern will be evaluated on performance of the projects listed as well as interaction with employees and clients. Work hours and project specifics will be negotiated with each candidate. PIbb0fd5241a12-38003-36143533

  • North Liberty, IA

  • no content

Member Service Representative (Iowa City)

Overview The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Hours Monday-Friday 8:40am-5:15pm Saturday 8:40am-12:15pm Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. PI9f6c9aff51de-38003-41173241

  • Coralville, IA

  • no content

Manager Mortgage Associates (North Liberty)

Overview Oversees and responsible for department goals and activities of Mortgage Loan Associates within several markets. Assists Mortgage Leadership with questions from mortgage sales team including loan structuring, product development, new systems and procedures for all first mortgage real estate loans and related services. Works with mortgage back-office team on questions and maintain file efficiency from origination to closing. 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 $103,793.30 - $121,346.42 with a progressive benefit package. Responsibilities Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Knowledge of both Mortgage Sales and Mortgage Back-Office functions with the ability to assist MLO's, Mortgage Loan Associates, Processing/Closing, and Underwriting. Engages with Mortgage Loan Associates to assist with file workflow, balancing workload and overall problem solving of each loan transaction. Maintains knowledge of trends relating to mortgage loans or mortgage lending in general. Participates in community events to increase the credit unions’ visibility and to enhance and seek new business opportunities. Plays a vital role by participating in and seeking leadership roles in community service organizations and/or credit union sponsored events, on an annual basis. Evaluates, encourages, cooperates and develops cooperation among staff members to ensure quality of work, effective relations, a “team effort”, and prompt service to members. Helps plan and coordinate employee lunches, outings, recognitions, thank you’s, etc to help with Employee Engagement. Encourages staff to expand their education through courses, seminars or conferences as they are offered. Facilitates and coordinates team building; coaches staff toward achievement of individual and team goals; helps administer salary adjustments for Mortgage Associates to ensure equity within the mortgage department. Works with underwriters on loan files to help obtain loan approvals. Prepares and conducts personnel 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. Remains current on changes within the legal, regulatory, economic, competitive, and technology environments that may affect the mortgage services function. Participates in continuing education as necessary. Provides support and assistance during internal, state and federal audits and examinations. Ensures that technology is used to efficiently and effectively deliver services to our members. PI8c69e431728b-38003-41001902

  • North Liberty, IA

  • no content

Bilingual Member Service Representative (Cedar Rapids)

Overview The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Hours: Monday - Friday 8:15am-5:30pm Saturday 8:30am-12:30pm 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. PIc0d67ebea01f-38003-41040039

  • Cedar Rapids, IA

  • no content

Licensed Insurance Associate (Naperville)

Overview POSITION SUMMARY: The Licensed Insurance Associate is an entry level sales position. This position serves as the first point of contact for our clients and carriers and will sell and service insurance policies that meet our clients’ needs and protect their assets. This position will also collaborate with other agents and associates to create a holistic and integrated insurance portfolio for our clients which provides lasting security. GREENSTATE CULTURE: At GreenState, 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 $24.02 - $28.08/HR 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. 1. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. 2. Demonstrates a positive member service (internal and external) focus at all times. 3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. 4. Ensures confidentiality of member information. 5. Supports a diverse and inclusive work environment. 6. Works as primary driver of GreenState Insurances Personal Lines agency growth driving sales throughout our agency footprint and membership. Along with being the primary point of contact for agency book rolls driving growth through service and retention. 7. Gains knowledge to analyze and interpret new and existing client’s insurance needs based on their specific circumstances. 8. Seeks recommendations from existing GreenState client base to expand agency book of business. 9. Proactively contacts Mortgagee’s to review insurance coverages ahead of closing with GreenState Mortgage department. 10. Makes outbound sales calls to current and potential insureds outlining the benefits of GreenState insurance. 11. Works the recommendations pipeline from internal partners via Salesforce, GreenState’s internal CRM. 12. Upholds agency guidelines, processes and procedures in accordance with GreenState Insurances expectations. 13. Reviews and maintains current book of business looking for upsell opportunities and ensuring we retain our existing member base. 14. Manages request for quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable. 15. Proactively solicits increases in limits, coverages and/or rounding out accounts through sales to clients with every service contact and sends recommendations to the Portfolio Management team where appropriate. 16. Provides excellent customer service to clients’ questions to provide appropriate answers related to their coverage and/or policy status. 17. Documents all material conversation with insured and/or carriers regarding exposures and coverage with agency management system. 18. Assists with record keeping of sales activities and results. 19. Attends service and/or sales meetings as needed. 20. Works on individual or corporate projects that may be assigned by management occasionally. 21. Seeks referrals/sales from current Membership base and Personal referrals to solicit for new business prospects; follows up to generate new business using prospect database and automation system. 22. Meets minimum sales and retention expectations for all products and services outlined in the incentive program. 23. Maintains appropriate level of continuing education credits as applicable by state and license guidelines. 24. Works to maintain basic carrier product and interface knowledge. 25. Receives phone calls and assists potential walk-in clients. 26. Attends community, industry, and GreenState Insurance/Credit Union events. PI328260788937-38003-37900088

  • Naperville, IL

  • no content

Member Benefit Executive (North Liberty)

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 2-3 Saturdays a month from 8:30am-12:30pm This role reports in-office daily at our Financial Center in North Liberty, IA or our branch in Clive, IA. Pay range for this hourly position is $26.51 - $30.99/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. PI2fbacdb732cc-38003-40637756

  • North Liberty, IA

  • no content

Member Service Associate (Ankeny)

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. This position offers a base salary of $21.46 - $25.08/hr and lucrative monthly incentive opportunity, in addition to 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. 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. PI08c5cb9af665-38003-37155838

  • Ankeny, IA

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Member Service Representative (Cedar Rapids)

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. PI7227ef0d8801-38003-38188822

  • Hiawatha, IA

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Commercial Loan Assistant (Naperville)

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. PI2f0472f4d165-38003-36448514

  • Naperville, IL

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