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.
Acknowledge/Greet each member with Welcome to Your Credit Union
Appearance Adhere to GreenStates Credit Union dress code policy for front line staff.
Communication Speak professionally and clearly. Use proper vocabulary such as Good Morning, Happy to help, Certainly, Absolutely etc.
Individual Needs Take ownership of members issues and creates a positive experience.
Exceed Expectations Always go above and beyond expectations and performance requests with the smile, happy to help attitude.
Confidence Own your knowledge.
Thank you Thank each member for their business and make them feel valued.
Promotes and implements GreenStates values:
We Go Above and Beyond
Were Truthful and Accountable
Were Adventurous, Creative, and Open-Minded
We Embrace Continuous Improvement and Efficiency
We Create Fun
We Build Positive Team Spirit
We Grow Through Learning
Were Bold yet Humble
Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile when answering the phone and/or making an outbound call.
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.
Reaches out to members and potential members actively, about credit union products and services, with this position.
Ensures to make regular and consistent outside sales calls to both prospective members and referral sources ensuring that all available leads are worked and profiled in a timely manner.
Opens all types of share accounts via phone and incoming web applications (Personal Page).
Opens all types of retail loans.
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.
Promotes all Credit Union products and services every time there is an interaction with a member on the phone.
Keeps abreast of all Credit Union product and procedure changes.
Maintains a thorough knowledge of all federal regulations and procedures concerning deposit and loan regulations.
Sales Tasks and Activities Knowledge of and the ability to sell GreenStates products and services.
Selling Applies knowledge of GreenState services to meet member needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.
Performs other duties as may be required to meet credit union objectives.
High school diploma or the equivalent (i.e., GED) and a minimum of 5 years of sales experience.
Proactive ability and desire to make outbound calls.
Sales ability and interpersonal skills to represent the Credit Union in a positive way during member contact.
Accuracy in handling member transactions and inquiries.
Ability to prioritize and work efficiently in a fast pace environment.
Ability to operate related telephone and computer systems.
Driven to meet individual sales goals.
Work independently to complete tasks and stay on track.
Must have excellent communication skills via phone and web channels.
Must be bondable.
Must be registered pursuant to requirements of the S.A.F.E. Act.
Must have a designated office space to work from home.
Reports to the Vice President/Regional Manager.
This position is not responsible for the supervision of other employees.
Equal Opportunity Employment Statement
GreenState Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
GreenState Credit Union has been ranked #3 by the Credit Union Journal as one of the Top 45 Credit Unions to Work For! GreenState has been consistently recognized as a Des Moines Register Top Workplace and Corridor Business Journal Coolest Workplace! We also were awarded for “Best Internal Career Pathway” and “Best Training for Existing Employee Needs” by the Corridor Business Journal due to our Leadership Development Program, training opportunities, and high internal promotion rate!