GreenState Credit Union

19 job(s) at GreenState Credit Union

GreenState Credit Union Iowa City, Iowa
10/04/2025
Full time
GreenState Credit Union Bilingual Member Service Associate US-IA-Iowa City Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union Overview POSITION SUMMARY: This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in an exceptional manner, seeking out opportunities for additional business. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Position details: Monday through Friday from 8:30am - 5:15pm, plus 3 out of 4 Saturdays from 9:00am - Noon Pay range for this hourly position is $21.46 - $25.08/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities Essential Duties and Responsibilities: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Sales - Ask questions, listen to your members' needs and offer solutions that best fits the needs of your member. Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees. Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Profile each member to uncover opportunities for additional business. Responsible for structuring loan applications, working with underwriters and adhering to all lending policies and regulations. Makes weekly outbound sales calls to members. Performs all aspects of MSR position. This includes the ability to accurately balance a cash drawer daily and a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Participates in promotions, contests, and other departmental activities which support team goals. Responsible for sales of loan protection products. Possesses a thorough knowledge of all federal regulations and procedures concerning deposits. Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Job Requirements: Must have at least one year of similar or related experience or 12 months in an MSR role with knowledge of all credit union accounts and products with proven ability to handle a wide variety of functions quickly and accurately. High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner. Ability to coordinate and prioritize work assignments and organize work efficiently. Must demonstrate good time management skills to meet established deadlines. Accuracy and attention to detail. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Proven relationship building skills and techniques. Must be self-motivated, exercise sound judgment, and be able to work independently Ability to maintain composure, and problem solve as they arise. Ability to develop and maintain positive and effective working relationship. Ability to work with minimal direction and exercise sound judgment. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand High school diploma or the equivalent (i.e. GED). Must be bondable. Must be registered pursuant to requirements of the S.A.F.E Act. Adheres to all state, federal and credit union regulations, policies, and guidelines. Reporting Relationship Reports to the Vice President / Branch Manager as assigned. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 21.46-25.08 Hourly Wage PI2e891ec5-
GreenState Credit Union Westmont, Illinois
10/03/2025
Full time
GreenState Credit Union Member Service Associate US-IL-Westmont Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union 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 $24.02 - $28.08/hr 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. Qualifications Job Requirements: Must have at least one year of similar or related experience or 12 months in an MSR role with knowledge of all credit union accounts and products with proven ability to handle a wide variety of functions quickly and accurately. High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner. Ability to coordinate and prioritize work assignments and organize work efficiently. Must demonstrate good time management skills to meet established deadlines. Accuracy and attention to detail. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Proven relationship building skills and techniques. Must be self-motivated, exercise sound judgment, and be able to work independently Ability to maintain composure, and problem solve as they arise. Ability to develop and maintain positive and effective working relationship. Ability to work with minimal direction and exercise sound judgment. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand High school diploma or the equivalent (i.e. GED). Must be bondable. Must be registered pursuant to requirements of the S.A.F.E Act. Adheres to all state, federal and credit union regulations, policies, and guidelines. Reporting Relationship Reports to the Vice President / Branch Manager as assigned. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 24.02-28.08 Hourly Wage PId1c471cb29d4-4094
GreenState Credit Union North Liberty, Iowa
10/01/2025
Full time
GreenState Credit Union Accounts Payable Specialist US-IA-North Liberty Job ID: Type: Regular Full-Time # of Openings: 1 Category: Accounting GreenState Credit Union Overview The Accounts Payable Specialist is responsible for supporting all aspects of the credit union's accounts payable process including processing invoices, ensuring timely payments, related tax and tax reporting functions, and support the processing of prepaids and fixed assets. This position provides information and documentation to leadership, monitors expenses and performs a variety of associated tasks. This role requires strong analytical skills, attention to detail, the ability to work collaboratively across departments and will be responsible for accurate and timely processing of approximately 1000 vendor invoices and staff expense reports each month. 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 $33.31 - $38.94/hr with a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Reviews for payment all vendor invoices, payments, capital expenditures, and miscellaneous expenses. Ensures invoices are properly documented, approved, and compliant with company policies and audits each invoice for sales/use tax liabilities. Allocates expenses to appropriate general ledgers and departments, capitalizing expenses when appropriate. Collaborates with department managers to ensure accurate coding of invoices to the appropriate departments. Generates daily accounts payable files, monthly prepaid, fixed assets, and accrual files, and posts transactions to the core processing system. Reconciles vendor statements; researches and corrects discrepancies, ensures proper allocation of credit memos. Processes and tracks periodic recurring payments such as leases, utilities, licenses, and taxes. Strengthens vendor relationships with professional and prompt communication and timely payments. Supports efforts to implement process improvements and efficiencies related to accounts payable functions. Processes miscellaneous accounts receivable related to the accounts payable process. Processes payment export for all staff expense reimbursements and corporate card transactions. Monitors expenses for reportable taxable fringe benefits. Accurately processes state and local sales/use tax returns. Identifies and conducts sales tax reviews to resolve errors. Develops and maintains current knowledge of changes in tax legislation, rulings, regulations, and litigation specific to the accounts payable functions. Assists in generating 1099-MISC and 1099-NEC forms per IRS regulations. Serves as a contact for staff on expense reports, reimbursements, and accounts payable questions. Monitors and analyzes departmental accounting data and produces reporting as required. Assists with special projects and provide support to the Accounting and Finance team as needed. Serves as the backup to the Senior Accounts Payable Specialist. Qualifications Minimum 3-5 years recent accounting and accounts payable experience, preferably in a financial institution. Bachelor's degree in accounting, finance, or related field required. Comprehensive understanding of GAAP. An understanding of departmental accounting principles. Advanced knowledge of accounts payable, general ledgers, sales and use tax. Excellent time management skills with the ability to multi-task, prioritize, and meet deadlines in high-volume, fast-paced environment. Ability to operate in complex and ambiguous environments, using experience and judgement to make quick, effective decisions under pressure. Exceptional eye for detail with a high level of accuracy and an ability to independently analyze and problem solve errors and processes. Demonstrated critical thinking to identify efficiencies or new approaches for current operating procedures. Ability to apply discretion and trust with confidential material. Ability to work independently while effectively participating with the larger team. Regular reliable attendance and punctuality are essential to this position. Strong working knowledge of Microsoft Office products (i.e., Word, Excel, Outlook) Must possess a growth mindset with an inquisitive mind and willingness to learn from setbacks. Adaptability, a positive attitude, and strong self-motivation are indispensable attributes for this position. The candidate must come in ready to assume the role with limited training. Must be bondable. Reporting Relationship This position reports to the Vice President / Accounting Operations. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI477ff-6603
GreenState Credit Union Rockford, Illinois
10/01/2025
Full time
GreenState Credit Union Licensed Insurance Associate US-IL-Rockford Job ID: Type: Regular Full-Time # of Openings: 1 Category: GreenState Insurance GreenState Credit Union 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. Qualifications JOB REQUIREMENTS/EXPECTATIONS: 1. High school diploma or the equivalent (i.e. GED) is required. 2. Active Personal Property and Casualty Insurance license required. 3. Life Insurance licensing is required within the first 6 months of hire. 4. Ensures timely and accurate communication with customers, agency, and company staff to avoid potential errors & omissions claims. 5. Self-directed nature, ability to work independent of supervision, and ability to follow directions. 6. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements. 7. Commitment to ongoing professional development through industry-sponsored educational programs 8. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. 9. Strong working knowledge of computers and other office productivity tools, with an aptitude to learn new software and systems. 10. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. 11. Strong analytical skills with excellent verbal, written and interpersonal communication skills. 12. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. 13. Must be bondable. Reporting Relationship This position reports to the Associate Sales Manager. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI08ef7ddee9ef-3569
GreenState Credit Union Addison, Illinois
10/01/2025
Full time
GreenState Credit Union Bilingual Member Service Associate US-IL-Addison Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union 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. Spanish Speaking Preferred. 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 $24.02 - $28.08/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities Essential Duties and Responsibilities: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Sales - Ask questions, listen to your members' needs and offer solutions that best fits the needs of your member. Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees. Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Profile each member to uncover opportunities for additional business. Responsible for structuring loan applications, working with underwriters and adhering to all lending policies and regulations. Makes weekly outbound sales calls to members. Performs all aspects of MSR position. This includes the ability to accurately balance a cash drawer daily and a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Participates in promotions, contests, and other departmental activities which support team goals. Responsible for sales of loan protection products. Possesses a thorough knowledge of all federal regulations and procedures concerning deposits. Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Job Requirements: Must have at least one year of similar or related experience or 12 months in an MSR role with knowledge of all credit union accounts and products with proven ability to handle a wide variety of functions quickly and accurately. High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner. Ability to coordinate and prioritize work assignments and organize work efficiently. Must demonstrate good time management skills to meet established deadlines. Accuracy and attention to detail. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Proven relationship building skills and techniques. Must be self-motivated, exercise sound judgment, and be able to work independently Ability to maintain composure, and problem solve as they arise. Ability to develop and maintain positive and effective working relationship. Ability to work with minimal direction and exercise sound judgment. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand High school diploma or the equivalent (i.e. GED). Must be bondable. Must be registered pursuant to requirements of the S.A.F.E Act. Adheres to all state, federal and credit union regulations, policies, and guidelines. Reporting Relationship Reports to the Vice President / Branch Manager as assigned. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 24.02-28.08 Hourly Wage PId744a279a6af-7238
GreenState Credit Union North Liberty, Iowa
10/01/2025
Full time
GreenState Credit Union Data Engineer US-IA-North Liberty Job ID: Type: Exempt Full-Time # of Openings: 1 Category: Information Technology Work From Home Overview POSITION SUMMARY: The Data Engineer is responsible for designing, developing, and maintaining complex data solutions, with an emphasis on Microsoft Azure pipelines. This role will develop robust data pipelines to produce enterprise-wide data assets to support data initiatives. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Salary range for this position is $119,078.70 - $139,216.74 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. Develops comprehensive data pipelines using Azure Data Factory, Power BI and other tools Creates advanced data models and ETL processes across multiple enterprise systems Implements data governance and quality control mechanisms Designs and maintains complex data transformations using languages such as Python, Spark, SQL, M, DAX and more Develops, maintains and optimizes data solutions Collaborates with business stakeholders to translate complex business requirements into technical solutions Performs advanced data cleansing and preparation techniques Supports performance optimization of business units' solutions Strong attention to detail Ability to take initiative and solve problems independently Maintains excellent communication with the Credit Union team and the rest of the organization. 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 other duties as assigned. Qualifications Bachelor's Degree in Computer Science, Data Engineering, or related field 4 to 6 years of experience in data engineering and business intelligence Advanced proficiency in: ETL processes, specifically in Azure cloud services Power BI Python SQL Strong understanding of data modeling and warehouse design Experience with cloud data architectures Excellent analytical and problem-solving skills Financial services industry experience preferred Reporting Relationship This position reports to the Data & Analytics Director. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PIa761e3727ed0-4624
GreenState Credit Union Waterloo, Iowa
10/01/2025
Full time
GreenState Credit Union Member Service Associate US-IA-Waterloo Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union 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. Qualifications Job Requirements: Must have at least one year of similar or related experience or 12 months in an MSR role with knowledge of all credit union accounts and products with proven ability to handle a wide variety of functions quickly and accurately. High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner. Ability to coordinate and prioritize work assignments and organize work efficiently. Must demonstrate good time management skills to meet established deadlines. Accuracy and attention to detail. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Proven relationship building skills and techniques. Must be self-motivated, exercise sound judgment, and be able to work independently Ability to maintain composure, and problem solve as they arise. Ability to develop and maintain positive and effective working relationship. Ability to work with minimal direction and exercise sound judgment. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand High school diploma or the equivalent (i.e. GED). Must be bondable. Must be registered pursuant to requirements of the S.A.F.E Act. Adheres to all state, federal and credit union regulations, policies, and guidelines. Reporting Relationship Reports to the Vice President / Branch Manager as assigned. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 21.46-25.08 Hourly Wage PI7f2c6984cf64-7211
GreenState Credit Union Fort Dodge, Iowa
10/01/2025
Full time
GreenState Credit Union Bilingual Member Service Representative US-IA-Fort Dodge Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union 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. Spanish Speaking Preferred. Position details: Monday through Friday from 8:30am - 5:15pm, plus 3 out of 4 Saturdays from 9:00am - Noon Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Vice President/Branch Managers as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PIc0b0b4ca5-
GreenState Credit Union North Liberty, Iowa
10/01/2025
Full time
GreenState Credit Union IT Enterprise System Administrator II US-IA-North Liberty Job ID: Type: Exempt Full-Time # of Openings: 1 Category: Information Technology GreenState Credit Union Overview INFORMATION TECHNOLOGY: GreenState's Information Technology department adheres to the corporate values and acts as a business partner who understands the needs of the business, enables business units to meet strategic objectives through technology, and provides employees and members with quality technology platforms that are always available, always relevant, and always scalable. POSITION SUMMARY: The IT Enterprise System Administrator II will maintain the Jack Henry core platform to ensure high availability, proper security while adding flexible integration with other systems. Additionally, the position will be primarily responsible for workflow automations (OpCon). 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 $103,793.30 - $121,346.42 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. Maintain the Jack Henry core system by tracking server activity, performing upgrades of software, maintaining computer hardware, addressing technical issues, and improving efficiency by evaluating system functions. Work during off hours on system upgrades and fixes to reduce impact on business. Facilitate business continuity tests and recovery objectives in the event of a disaster. Manage the vendor relationship as it pertains to the core system. Serves as liaison between end users and development (technical and non-technical) during all phases of the product lifecycle. Works closely with third-party vendors to ensure problem resolution, or successful software or hardware implementation. Is responsible for application configuration, patching, and release management. Performs daily, monthly, quarterly, and yearend production activities that include application upgrades and maintenance. Identifies, promotes, and evaluates idea driven solutions and innovations. Facilitates business process changes for greater efficiency and improvement. Plans, conducts, directs, and performs project need analysis, managing the delivery of solutions from conception to implementation. Defines specifications and workflow models for product development. Prepares scope, work-effort, and cost estimates. Works with current and potential vendors to evaluate, implement, address, and coordinate new hardware & software, releases, patches, regulatory compliance and serves as the point of escalation during outages or periods of degraded software performance. Performs configuration changes to production applications. Executes and facilitates periodic testing and implementation of contingency plans to ensure availability of applications in case of system failure. Assists in preparation and testing of annual disaster recovery. Acts as the point of contact for business units in solving serious software and usability problems. Documents procedures in a manner such that future deployments and redeployments are repeatable. Performs general administrative functions, vendor due diligence, documentation, maintenance of vendor records, and processing invoices. Contributes technical knowledge and understanding of applications to training programs, support documentation, and operating procedures. Adheres to the change management process for all changes made to system components by creating specifications in a manner that allows for notification to affected parties and recovery from the change in the event it is necessary. Assists in training of new employees. Provides back up for team members where needed. Performs other duties as assigned. Qualifications College degree in relevant field or equivalent work experience. Five years of similar or related experience in supporting business applications environments within a financial institution environment. Experience with Jack Henry core banking data processing, imaging, Synergy/ITC, CRM, account opening, loan origination, and job scheduling systems(OpCon) is preferred. Proven ability to partner effectively across all levels of the organization and develop positive working relationships. Excellent communication/influence skills, including reports; presentations; group facilitation; ability to develop professional relationships both inside and outside the organization. Capable of independent judgment with significant discretion to make daily operational decisions. Must be highly organized and able to execute multiple complex projects concurrently within required timelines and expectations and be able to redirect priorities based upon current workload. Sufficient comprehension of the subject area(s) to solve unusual as well as common work problems. Thorough knowledge and understanding of financial institution operation and business processes. General familiarity with problem analysis and excellent level of problem-solving capabilities to establish adequate solutions to operating problems. General knowledge of production cycles and projected results of those cycles for related applications. Experience with systems analysis tools, data extraction, database queries, and report writing tools. Must be able to satisfy all job responsibilities, including detecting and resolving system errors with very limited input from the direct supervisor. Stays current with emerging technology trends. Must be flexible to work after-hours and on-call. Must be bondable. Reporting Relationship This position reports to the Infrastructure & Operations Director Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI8bd29b5-
GreenState Credit Union Dubuque, Iowa
10/01/2025
Full time
GreenState Credit Union Junior Account Manager US-IA-Dubuque Job ID: Type: Regular Full-Time # of Openings: 1 Category: GreenState Insurance GreenState Credit Union Overview POSITION SUMMARY: The Junior Account Manager supports the GreenState Insurance sales team by helping quote, service, and maintain our Commercial Lines book of business, with a focus on small business clients. This role works closely with Insurance Processors, Senior Account Managers, and Administrative staff, acting as a key liaison between our team and clients to ensure their business needs are met with care and efficiency. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Pay range for this hourly position is $29.17 - $34.11/hr with a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Performs functions on agency management system proficiently and assists others as needed. Processes, maintains, and prepares new and renewal accounts for marketing, placement, and delivery to Commercial Sales staff or clients as directed. Handles normal account service activity including endorsements, audits, invoicing, etc. Is responsible for policy processing and quality control. Gathers the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewals and/or binders for designated accounts, as needed, within seven days of receipt. Conducts periodic service calls for designated accounts within assigned book of business Performs special projects at the request of designated clients after being approved by manager. Binders and/or policy or endorsement requests are to be completed within three days of date quoted to client. Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims. After reviewing updated client exposure survey information, obtains other renewal information from insured and completes applications for designated renewal business sixty days before renewal date. Working to maintain a local book of business, taking walk-ins and answering questions on existing coverages Receives phone calls and office visitors requesting quotes, changes to existing coverage, review/process certificate of insurance requests and completes the changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collect premium when applicable. Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal. Receives and reviews all termination and cancellations to determine action to be taken and takes needed action within 72 hours of receipt. Handles premium collection through form letter and request cancellation of policies when necessary. Follows up on outstanding claims and provides assistance in their resolution, as necessary. Solicits expiration dates for policies not written by agency. Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact. Seeks recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. Meets minimum sales expectations for all products and services. Documents all material conversation with insured and/or carriers regarding exposures and coverage. Performs other functions as assigned by management. Qualifications Minimum of 1-2 years of insurance or business-related experience. A two-year college degree, completion of a specialized course of study at a business or trade school, or completion of a specialized and extensive in-house training or apprenticeship program. Professional insurance designation preferred Must possess personal property/casualty agent's license and commercial license or obtain licenses within 60 days of hire or be eligible and willing to obtain both within 60 days of employment. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Must be bondable. Reporting Relationship This position reports to the President/GeenState Insurance. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI76e4bafef9c9-8987
GreenState Credit Union Clive, Iowa
10/01/2025
Full time
GreenState Credit Union Commercial Services Loan Officer 1st Vice President US-IA-Clive Job ID: Type: Exempt Full-Time # of Openings: 1 Category: Commercial GreenState Credit Union Overview Develops, documents, submits underwriting/applications, and distributes commercial loans to existing and potential members. Promotes and solicits commercial deposit accounts and related products and services. Salary range for this position is $108,206.28 - $126,505.60 with a progressive benefit package. This is an onsite position that will be based out of Des Moines, IA 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 co-workers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Cross-sells and refers all Credit Union products and services. Evaluates, encourages, cooperates and develops cooperation among staff members to ensure quality of work, effective employee relations, and a "team effort" and prompt service to members. Expands education through courses, seminars or conferences as they are offered. Ultimately responsible for assuring credit files are maintained in accordance with guidelines and insuring that all necessary documentation is in the file. Assures and prepares proper loan documentation for each transaction and is executed as required by the type of transaction. Explains the commercial loan application process and products to the membership. Conducts loan interview and analyzes loan requests and lease requests, applicant(s) financial position, credit information, and ability to repay the loan in making an informed decision to approve or deny the loan within officer limits and explains loan or lease documents to applicant(s). Obtains, evaluates and analyzes financial information to determine the cash flow, credit worthiness of the borrower, collateral margins and debt service capacity to submit to Executive Vice President/Commercial Services. Submits initial underwriting and proposed action of commercial loans to Executive Vice President/Commercial Services and Credit Analyst for credit decisions and approval. Submits loan requests and proposed action to Executive Vice President/Commercial Services and Commercial Loan Committee for approval. Explains reasons for denial to member; counsels and explores options for members when loans are denied. Initiates business development activities in a variety of different ways. Decides who to make calls to, engage, and follow up with existing borrowers. Works to create a network of contacts and referral sources in the business community through involvement in a variety of activities. Interviews business loan applicants and negotiates terms of credit, including price and collateral requirements. Makes decisions on which credits should be submitted for approval. Obtains and analyzes current financial information on existing loans for the purpose of conducting periodic reviews to determine the ongoing credit worthiness of the borrower. Assures annual reviews or file memos are in file as required by policy for commercial credit relationships. Maintains delinquency and charge off levels within approved guidelines; responsible for collection activity of commercial accounts. Develops an understanding of the CUSO and its functions. Works collectively with the Executive Vice President/Commercial Services to assure the CUSO is operating within the guidelines set forth in policy. Actively sells all business deposit accounts and other business products and services. Underwrites, approves, or denies applicants for deposit accounts, ACH products, and Remote Deposit Capture. 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 three community service organizations and/or credit union sponsored events, on an annual basis. Seeks leadership roles in these organizations and events. Qualifications Ability to coordinate and prioritize assignments and organize work efficiently. Good time management skills required to manage multiple assignments on time. Interpersonal skills to represent the Credit Union in a positive way during member contact. Excellent figure aptitude, with accuracy and attention to detail required. Knowledge of procedures, forms and regulations as they relate to commercial lending and deposit gathering. Ability to deal tactfully and efficiently with members and co-workers on a professional level. Proficiency in a wide variety of personal computer software programs, including the Microsoft Office application suite. Ability, availability and willingness to work additional hours as dictated by the workload. A strong working knowledge of local area network directories, protocol and general maintenance procedures. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Maturity and discretion to handle confidential information. Must be bondable. Four (4) year college degree preferred. Two (2) years of financial institution or equivalent work experience preferred. Reporting Relationship Vice President/Commercial Lending Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PIa9fceecb73e6-5184
GreenState Credit Union Iowa City, Iowa
10/01/2025
Full time
GreenState Credit Union Member Service Representative US-IA-Iowa City Job ID: Type: Regular Full-Time # of Openings: 2 Category: Retail GreenState Credit Union Overview POSITION SUMMARY: The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Position details: Monday through Friday from 8:30am - 5:15pm, plus 3 out of 4 Saturdays from 9:00am - Noon Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Vice President/Branch Managers as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 17.39-20.33 Hourly Wage PIdb4685b5-
GreenState Credit Union North Liberty, Iowa
10/01/2025
Full time
GreenState Credit Union IT Business Systems Analyst US-IA-North Liberty Job ID: Type: Exempt Full-Time # of Openings: 1 Category: Information Technology GreenState Credit Union Overview INFORMATION TECHNOLOGY: GreenState's Information Technology department adheres to the corporate values and acts as a business partner who understands the needs of the business, enables business units to meet strategic objectives through technology, and provides employees and members with quality technology platforms that are always available, always relevant, and always scalable. POSITION SUMMARY: The IT Business Systems Analyst is responsible for the facilitation and gathering of business/functional requirements and support of systems, services and applications that help drive business decisions and outcomes within the organization. Support strategic initiatives and drive the standardization of tools, artifacts, and process documentation. Identify and implement improved system solutions and processes to increase efficiency and overall productivity within as assigned area of responsibility. This includes, but is not limited to, daily operations support, host interfaces, release/system testing, job scheduling, online banking integration, optical integration, core testing, validation, and reporting. 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 $103,793.30 - $121,346.42 with a progressive benefit package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed, and are subject to change: Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. 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. Identifies, promotes, and evaluates idea driven solutions and innovations. Work with complex information systems and develop or modify existing systems through analysis of business and user needs. Analyze business and user needs, document requirements, and identify solutions to new and emerging business processes. Identifies process strengths and weaknesses; researches and recommends areas of improvement for overall productivity and efficiency, defines, and implements plan of action. Assists with periodic testing and implementation of contingency plans to ensure availability of applications in case of system failure. Participate in systems / technology requirement gathering sessions for systems integration, update, and configuration. Serve as the expert on business and user requirements gathering and lead client sessions. Provide guidance and support to the business analysis team while acting as a subject matter expert, providing product expertise and leadership on the engagement. Analyze and define systems scope and objectives based on both user needs and a good understanding of applicable business systems and industry requirements to produce functional design specification documents. Develop and implement software/system scripts and integrate workarounds to provide fixes to defined technical issues. Analyze and review test plans and perform testing of software / technologies following development and configuration stages, validating test cases, and ensuring full coverage of requirements. Facilitate and participate in team quality reviews of requirement artifacts to ensure requirements are complete, consistent, comprehensible, feasible, and conform to standards. Assist the various teams across the organization with problem resolution while prioritizing and gaining approval for defined requirements. Adheres to the change management process for all changes made to core system(s). Assist in training of new employees. Qualifications JOB REQUIREMENTS: College degree in computer science or business management, or equivalent experience. Minimum of 5 - 7 years in an individual contributor Business Analyst role. Financial services industry experience preferred. Salesforce experience a plus. Prefer experience with Jack Henry technologies, specifically Episys, Synapsys, and Synergy. Requirements gathering and documentation experience. Experience working with configurable enterprise systems. Basic knowledge of PC software and systems; technical aptitude; and desire to learn. Ability to perform job responsibilities with discretion and judgment. Strong organizational skills and ability to follow up on assigned tasks and document activities. Ability to work with highly confidential information in a discretionary manner. Good analytical skills with strong verbal, written, and interpersonal communication abilities. Attention to detail and a high level of accuracy. Ability to resolve problems effectively and efficiently. Ability to complete tasks with minimal to moderate supervision Reporting Relationship This position reports to the IT Director Analysis and Administration. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 103793.3-121346.42 Yearly Salary PI54b7e8255b91-7210
GreenState Credit Union North Liberty, Iowa
10/01/2025
Full time
GreenState Credit Union Financial Analyst US-IA-North Liberty Job ID: Type: Exempt Full-Time # of Openings: 1 Category: Finance Work From Home 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 1 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. Performs credit modeling to determine CECL reserve, incorporating results and future allowance and provision estimates into forecast/budget. Monitors budget-to-actual performance and identify significant variances. 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. Qualifications Bachelor's degree in finance, accounting, economics, or related field. Progress towards CPA, CFA or other relevant certifications a plus. Minimum three years of progressive experience in financial planning and analysis, preferably within the financial services or credit union industry. Hands on experience developing annual operating budgets. Must be able to manage multiple assignments with changing deadlines in a high-pressure environment. Ability to coordinate and prioritize assignments and organize work efficiently for timely completion. Experience with financial modeling, planning, forecasting, and analysis skills; solid foundation in finance and GAAP accounting. Experience with Empyrean Solutions a plus Ability to draw important insights from analysis; understand and communicate the "story behind the numbers". Strong analytical and problem-solving skills. Proficiency in Microsoft Office, including Excel and Word. Power BI and SQL experience a plus. Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand, job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Interpersonal skills to diplomatically deal with employees of all levels, and to represent the credit union in a positive way during member contact. Ability to prioritize assignments and organize work efficiently, to handle large volumes of detail. Ability to deal tactfully and efficiently with members and co-workers on a professional level. Must be bondable. Reporting Relationship This position reports to the Finance Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: .12 Yearly Salary PIddedc1016bf2-6703
GreenState Credit Union North Liberty, Iowa
09/21/2021
Full time
GreenState Credit Union Administrative Specialist US-IA-North Liberty Job ID: 2 Type: Regular Full-Time # of Openings: 1 Category: Facilities GreenState Credit Union Overview This position is responsible for providing quality and professional service in greeting and assisting members, staff, and guests of GreenState Credit Union. Provides general office support with a variety of clerical and administrative work for the Facilities team and other departments as needed. 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 $13.81 - $20.71 with a progressive benefit package. Responsibilities Performs essential duties and responsibilities in the following areas which include, but 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. Adheres to the MUST philosophy by making eye contact, using names or acknowledging presence, smiling, and thanking members for their business. Consistently demonstrates appropriate phone etiquette at all times. Demonstrates teamwork in interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Creates a mindset of continuous improvement with a focus on workflow creation, team efficiencies and cost savings. Greets members, vendors, and guests and directs them to appropriate staff member. Engages with Financial Center staff in the scheduling and planning of visitors through Outlook Calendar and through sign in sheets. Assists in maintaining building security by monitoring select security cameras, guests entering/ leaving the building, as well as distributing and collecting visitor/vendor badges. Accepts and routes incoming mail and packages from UPS, FedEx, Amazon and additional vendors to appropriate departments and individuals. Directs large deliveries to receiving area and reports delivery to Facilities team for unloading. Schedules events in the Cafeteria. Assists with event set up and tear down. Works closely with Regional Facilities Coordinators scheduling vendors in all regions including the Financial Center. Assists Logistics Coordinator with projects regarding data management, inventory and supplies. Supports a variety of general clerical and/or administrative duties and tasks for all departments as needed. Qualifications One month to twelve months of similar or related experience. Strong verbal, written and interpersonal communication skills with accuracy and attention to detail. Skilled in time management and completing several tasks at once. Must be competent with Microsoft products and possess the ability to learn additional software. Capable of handling small packages delivered to the front desk. Capable of maintaining poise and a professional manner in stressful situations. Must be able to make educated decisions without supervision, follow oral and written direction, apply health and safety regulations. Must be a self-motivated, responsible individual who can work independently of others and in a team setting. Reports to work punctually, work all scheduled hours, and work overtime as necessitated by business demand. Must maintain a valid driver's license and proof of insurance. CPR and basic first aid training (through GreenState). High school diploma or the equivalent (i.e., GED) Must be in good character and bondable. Reporting Relationship Reports to the Logistics Coordinator. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union. PI
GreenState Credit Union West Des Moines, Iowa
09/15/2021
Full time
GreenState Credit Union Member Service Consultant US-IA-West Des Moines Job ID: 2 Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union 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. Pay range for this hourly position is $17.17-$25.76 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. Acknowledge/Greet each member with Welcome to Your Credit Union Appearance - Adhere to GreenState's 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 member's 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 GreenState's values: We Go Above and Beyond We're Truthful and Accountable We're Adventurous, Creative, and Open-Minded We Embrace Continuous Improvement and Efficiency We Create Fun We Build Positive Team Spirit We Grow Through Learning We're Bold yet Humble Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision while following the 5 Star Service Standards. 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 - Responsible for achieving high sales expectations by promoting all retail products and services. 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 to increase overall sales performance. 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 deposit. Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Job Requirements: Must have at least three years of similar or related experience or 12 months in a successful MSA role with knowledge of all credit union accounts and products with proven ability to handle a wide variety of functions quickly and accurately. High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner. Ability to coordinate and prioritize work assignments and organize work efficiently. Must demonstrate good time management skills to meet established deadlines. Accuracy and attention to detail. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Proven relationship building skills and techniques. Must be self-motivated, exercise sound judgment, and be able to work independently Ability to maintain composure, and problem solve as they arise. Ability to develop and maintain positive and effective working relationship. Ability to work with minimal direction and exercise sound judgment. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand High school diploma or the equivalent (i.e. GED). Must be bondable. Must be registered pursuant to requirements of the S.A.F.E Act. Reporting Relationship Reports to the Vice President / Branch Manager as assigned. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union. PI
GreenState Credit Union North Liberty, Iowa
09/14/2021
Full time
GreenState Credit Union Administrative Specialist US-IA-North Liberty Job ID: 2 Type: Regular Full-Time # of Openings: 1 Category: Facilities GreenState Credit Union Overview This position is responsible for providing quality and professional service in greeting and assisting members, staff, and guests of GreenState Credit Union. Provides general office support with a variety of clerical and administrative work for the Facilities team and other departments as needed. 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 $13.81 - $20.71 with a progressive benefit package. Responsibilities Performs essential duties and responsibilities in the following areas which include, but 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. Adheres to the MUST philosophy by making eye contact, using names or acknowledging presence, smiling, and thanking members for their business. Consistently demonstrates appropriate phone etiquette at all times. Demonstrates teamwork in interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Creates a mindset of continuous improvement with a focus on workflow creation, team efficiencies and cost savings. Greets members, vendors, and guests and directs them to appropriate staff member. Engages with Financial Center staff in the scheduling and planning of visitors through Outlook Calendar and through sign in sheets. Assists in maintaining building security by monitoring select security cameras, guests entering/ leaving the building, as well as distributing and collecting visitor/vendor badges. Accepts and routes incoming mail and packages from UPS, FedEx, Amazon and additional vendors to appropriate departments and individuals. Directs large deliveries to receiving area and reports delivery to Facilities team for unloading. Schedules events in the Cafeteria. Assists with event set up and tear down. Works closely with Regional Facilities Coordinators scheduling vendors in all regions including the Financial Center. Assists Logistics Coordinator with projects regarding data management, inventory and supplies. Supports a variety of general clerical and/or administrative duties and tasks for all departments as needed. Qualifications One month to twelve months of similar or related experience. Strong verbal, written and interpersonal communication skills with accuracy and attention to detail. Skilled in time management and completing several tasks at once. Must be competent with Microsoft products and possess the ability to learn additional software. Capable of handling small packages delivered to the front desk. Capable of maintaining poise and a professional manner in stressful situations. Must be able to make educated decisions without supervision, follow oral and written direction, apply health and safety regulations. Must be a self-motivated, responsible individual who can work independently of others and in a team setting. Reports to work punctually, work all scheduled hours, and work overtime as necessitated by business demand. Must maintain a valid driver's license and proof of insurance. CPR and basic first aid training (through GreenState). High school diploma or the equivalent (i.e., GED) Must be in good character and bondable. Reporting Relationship Reports to the Logistics Coordinator. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union. PI
GreenState Credit Union Clive, Iowa
09/14/2021
Full time
GreenState Credit Union MAC Digital Specialist I US-IA-Clive Job ID: 2 Type: Regular Part-Time # of Openings: 1 Category: Retail GreenState Credit Union Overview POSITION SUMMARY: Serves as a key member of the Member Assistance Center by providing high quality customer service to members through digital interactions. This position will build relationships digital members and identify sales opportunities. The individual will process transactions in a professional, accurate and efficient manner. 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 $17.42 - $26.12. The ideal candidate for this position will be fluent in Spanish, to better assist our field of membership. GreenState is proud to offer a Bilingual Pay Program for qualifying candidates. 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 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 teamworkin 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. Promotes and implements the values of the MAC. The qualified candidate will be member focused, show excellence and accuracy in all of their work, demonstrate integrity, share one vision through teamwork, continually look for improvement, openly mentor others and respect others. Demonstrates a high degree of accuracy, attention to detail and multi-tasking ability. Researches and resolves complex member service issues with limited supervision. Displays an expertise in all GreenState Credit Union products and services and can effectively cross-sell other products. Educates members on the use of digital platforms and provides technical support while utilizing those digital platforms. Uses a computerized system for member verification, gathering relevant information to complete various transactions/requests while ensuring they are in accordance with the appropriate processes and procedures. Assists members, potential members and third parties with requests via the online chat platform, and via ITM, by: Answering questions about GreenState products and services Performing transactions and resolving problems that are within their authority to resolve. Refer problems that are beyond their authority to their supervisor, along with their recommendations. Ensuring timely follow up on chat tickets for continuation of high-quality member service. 13. "Support the department by completing DocuSigns, chat tickets, and responding to email requests in the general inbox." 14. Assists members, potential members and third parties with requests via the online chat platform by: Answering questions about GreenState products and services Resolving problems that are within their authority to resolve Refer problems that are beyond their authority to their supervisor, along with their recommendations. Ensuring timely follow up on chat tickets for continuation of high-quality member service. Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events. Meets or exceeds established department goals in service level, sales points, productivity and other goals as assigned. All other duties as assigned. Qualifications JOB REQUIREMENTS: High school diploma or the equivalent (i.e. GED) and one to three years of experience, preferably in a communication center and/or financial institution. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Individual must be comfortable being on camera at all times. Ability to read and interpret documents such as procedure manuals. Ability to prioritize and work efficiently in a fast pace environment. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Must be bondable. Highly skilled in mult-tasking ability, accuracy and attention to detail. Thorough knowledge of deposit products and regulations. Ability to develop and maintain effective working relationships with co-workers. Bilingual Reporting Relationship Reports to the MAC Service Supervisor. Supervisory Responsibilities 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. PI
GreenState Credit Union North Liberty, Iowa
03/09/2021
Full time
GreenState Credit Union BSA/Fraud Specialist I US-IA-North Liberty Job ID: 2 Type: Regular Full-Time # of Openings: 1 Category: Compliance and Risk GreenState Credit Union Overview This position is responsible for reviewing and analyzing system generated alerts for potentially illegal or fraudulent transactions, fielding calls and emails on fraud and suspicious activity issues from operational departments. This position will provide superior member service to internal staff. Pay range for this hourly position is $18.76 - $28.13, 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: 1. Adheres to the Credit Union's core values and Service Standards in carrying out 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. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. 6. Displays thorough knowledge and understanding of the Credit Union's financial products, services, members, and geographic locations, and the potential money laundering and terrorist financing risks associated with those activities. 7. Reviews and analyzes fraud and card alerts provided by the Verafin monitoring system that identifies deposit accounts that may be engaging in or being targeted for illegal and/or fraudulent activity. 8. Fields calls, emails and inquiries on fraud account issues from operational and frontline departments. Advise frontline staff on resolution of fraud account issues. 9. Fields calls, emails and inquiries from operational and frontline departments concerning questions with BSA related requirements and processes. 10. Reviews and analyzes BSA alerts generated by the Verafin monitoring system, for potential money laundering, BSA violations, terrorist financing and other financial crimes. 11. Reviews and analyzes potential hits of member database against OFAC watchlists. Provides expertise and advice to operations staff regarding potential OFAC watchlist hits. 12. Continues to build proficiency of BSA techniques and AML principles by attending training, and continuing education courses as appropriate. 13. Responsible for closing accounts, establishing new accounts and moving loans for members experiencing fraudulent account and/or loan activity. This includes, but is not limited to, closing accounts, establishing new accounts, moving loans, online banking, ordering debit cards and ordering checks. 14. Performs other duties as assigned by management. Qualifications 1. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. 2. Ability and desire to interact with co-workers to develop positive and effective working relationships in all areas of Credit Union services. 3. Strong interpersonal and persuasive skills to represent the Credit Union in a positive way during periods of stressful member contact. 4. Interpersonal skills necessary to gather data from a number of sources and to represent positively the Credit Union during such contact. 5. Ability to effectively analyze information and situations in the course of reviews and investigations. 6. Ability to prioritize assignments and organize work efficiently, to handle large volumes of details. 7. Ability to quickly adapt to and analyze a wide variety of potentially sensitive situations involving member accounts and member contact. 8. Ability to work independently. 9. Accuracy and attention to detail required. 10. Strong computer literacy and knowledge of computer software (MS Office). 11. Must be bondable. 12. High School diploma or equivalent along with one to three years banking or BSA/AML/Fraud related experience. Reporting Relationship Reports to the Vice President/Compliance & Risk. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union. PI