Member Service Representative

Naperville, IL, USA|Onsite

Job Overview

Employment Type

Full-time

Hourly

Compensation

Hourly

Range $17.39 - $20.33

Work Schedule

Standard Hours

Flexible

Weekend Shifts

Benefits

Health Insurance

Dental Insurance

Paid Time Off

Retirement Plan

Monthly incentives

Progressive benefits package

Community Involvement Opportunities

Job Description

GreenState Credit Union is a member-owned, not-for-profit financial cooperative committed to delivering outstanding financial services and solutions to its members. Operating as a full-service credit union, GreenState is dedicated to helping its members manage their financial lives with integrity, professionalism, and personalized support. The credit union serves a diverse membership base, providing products such as checking and savings accounts, loans, mortgages, investment services, and insurance products, all aimed at enhancing members' financial well-being and achieving their goals. GreenState is strongly rooted in community values, fostering a welcoming culture that emphasizes teamwork, diversity, and inclusion. This commitment to serving people over profits has made GreenState a trusted financial partner in the areas it serves.

The Member Service Representative (MSR) at GreenState Credit Union plays a crucial front-line role, representing the credit union to its members and embodying its mission to provide quality, responsive, and professional service. This position involves engaging members with warmth and respect, handling all daily financial transactions accurately, answering questions about products and services, and assisting with account discrepancies or concerns. The MSR is a critical customer service advocate who ensures that every interaction contributes to member satisfaction and loyalty. Responsibilities include processing deposits, withdrawals, loan payments, cash advances, and other financial transactions while maintaining accuracy and confidentiality of member information. The position requires a balance of technical financial knowledge and interpersonal skills, as MSRs also educate members on credit union products and services and refer them to specialized departments as needed.

At GreenState, the MSR will experience a supportive environment that nurtures professional growth, teamwork, and continuous improvement. The credit union offers flexible work hours Monday through Friday and Saturday mornings to accommodate member needs. The compensation range for this hourly role is $17.39 to $20.33 per hour, complemented by a monthly incentive opportunity and a progressive benefits package, reinforcing the credit union’s commitment to its employees’ overall well-being and job satisfaction. This role reports directly to the Manager Retail Branch and does not involve supervisory duties. GreenState prides itself on being an Equal Employment Opportunity Employer and encourages candidates from all backgrounds to apply.

Joining GreenState Credit Union as a Member Service Representative means becoming part of a dynamic team working to empower members financially while making a positive impact in the community. This position is ideal for individuals who thrive in a fast-paced retail financial environment, are passionate about delivering exceptional service, and are eager to contribute to a collaborative and inclusive workplace that values integrity, accuracy, and continuous learning.

Job Requirements

High school diploma or equivalent
Experience in cash handling and customer service preferred
Ability to maintain confidentiality of member information
Strong communication and interpersonal skills
Proficient in basic computer applications
Must be bondable
Ability to work flexible hours including Saturdays
Capable of following security procedures
Attention to detail and accuracy
Ability to handle multiple tasks and work under minimal supervision

Job Qualifications

Interpersonal skills to represent the credit union in a positive way
High energy with ability to engage individuals in conversation, build rapport, and establish member loyalty
Thorough knowledge of deposit products and regulations
Accuracy in handling cash, recording 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 computer applications, spreadsheets, word processing, and database software
Ability to develop and maintain effective team relationships
High school diploma or equivalent (GED)
Cash handling, sales, and customer service experience desired
Must be bondable
Punctual and reliable work attendance with flexibility to work overtime as needed

Job Duties

Adheres to the credit union service standards in carrying out GreenState's mission and vision
Demonstrates a positive member service focus at all times, greeting members with a smile and eye contact, using their name or acknowledging them, and thanking them for their business
Demonstrates teamwork in all interactions with coworkers and in completing duties
Ensures confidentiality of member information
Supports a diverse and inclusive work environment
Makes weekly outbound service calls to members
Answers member questions or refers members to appropriate departments or supervisors
Assists with member account discrepancies, statement problems, and complaints, escalating 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 financial needs and meeting those needs with appropriate GreenState products or referring to specialized departments
Maintains a satisfactory balancing record
Educates members and staff on features and benefits of products and services
Refers products and services that benefit members to achieve team goals
Accepts and examines checks for endorsements and negotiability, determines fund availability, places holds when necessary
Processes mail and night deposit transactions
Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, and member check orders
Participates in opening and closing procedures, organizing the MSR area and securing confidential information
Completes daily balancing and reconciliation of drawer offages
Monitors and manages the vault including cash disbursements, balancing, and end-of-day lock-up
Assists in security procedures and accountability for office keys and combinations
Balances, maintains, and corrects coin machines and cash recyclers
Participates in community service and credit union-sponsored events to enrich the community