GreenState Credit Union jobs

GreenState Credit Union Member Service Associate US-IL-Rockford Job ID: # of Openings: 1 Category: Retail GreenState Credit Union Overview This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in an exceptional manner, seeking out opportunities for additional business. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Hours Monday - Friday 8:45 to 5:15 Rotating Saturday 8:45 to 12:15 Pay range for this hourly position is $24.02 - $28.08/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: - Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. - Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. - Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. - Ensures confidentiality of member information. - Supports a diverse and inclusive work environment. - Sales - Ask questions, listen to your members' needs and offer solutions that best fits the needs of your member. - Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees. - Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. - Profile each member to uncover opportunities for additional business. - Responsible for structuring loan applications, working with underwriters and adhering to all lending policies and regulations. - Makes weekly outbound sales calls to members. - Performs all aspects of MSR position. This includes the ability to accurately balance a cash drawer daily and a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification. - Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. - Participates in promotions, contests, and other departmental activities which support team goals. - Responsible for sales of loan protection products. - Possesses a thorough knowledge of all federal regulations and procedures concerning deposits. - Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned. - Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications - 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 Manager Retail Branch 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. PI4f34dcdcaa43-8221

GreenState Credit Union Bilingual Member Service Associate US-IA-Cedar Rapids Job ID: # 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, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Hours: 8:15-5:30 Monday-Friday 8:45-12:30 Saturdays 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 Manager Retail Branch 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. PI201ecb0f3b2f-8220

GreenState Credit Union Mortgage Loan Associate US-IL-Naperville Job ID: # of Openings: 1 Category: Mortgage Lending Work From Home Overview Creates, collects, analyzes, exercises judgment, and advises members on mortgage loan options. Maintains organization of portfolio and meets necessary and regulatory deadlines. Assists and serves as a backup to the Mortgage Loan Officer & Processing area in all aspects of the mortgage origination process. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $29.17 - $34.11/hr with a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. 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. Conducts mortgage loan application interviews assisting applicants in the completion of application. 7. Gathers all required applicant information to complete a full loan application. 8. Assists loan processing with files when needed. 9. Fields and returns phone calls and emails for Mortgage Loan Officers. 10. Follows up with referrals, schedules the initial appointment and answers any questions the member may have regarding their loan as well as group sales calls. Schedules the closing appointment with all necessary parties. 11. Orders appraisal and credit report to support the loan application and ensure complete documentation of the loan file. Sends out Loan Disclosures as needed. 12. Organizes file in appropriate order as indicated by the checklist and submits full application to processing team. 13. Works with Underwriters in meeting their guidelines and obtaining loan approval. 14. Ensures all necessary documentation and regulatory compliance items are in loan files. 15. Promotes GreenState mortgage products and GreenState with their contacts in the community. 16. Works with mortgage processing department when necessary to ensure final documentation is received by the investors in a timely manner. 17. Works file post conditional approval to communicate with member and collect remaining documents to satisfy conditions. 18. Regularly communicates with members and agents to provide status updates. 19. Organizes weekly follow up on loans in process to increase conversion percentage. 20. Prepares web applications for Mortgage Loan Officer to review and schedules the member's initial appointment with the Mortgage Loan Officer. 21. Serves as back up to Mortgage Loan Officer when they are out of the office either during expected or unexpected absences. This includes but is not limited to taking the initial application for the member, choosing the loan scenario and loan program that best suits the member and the institution, locking the loan with the correct investor, requesting correct documentation, and sending all initial disclosures. Must maintain high level of compliance in all listed job duties. 22. Assists in any necessary training and development needed within the GreenState Mortgage Loan department. 23. Adheres to all state, federal and credit union regulations, policies, and guidelines. 24. Adheres to company standards and expectations of Work from Home guidelines. Qualifications 1. High school diploma or equivalent (i.e.: GED) with a minimum of three years previous related work experience. 2. Knowledge of procedures, forms, secondary market guidelines and regulations as they relate to mortgage lending. 3. Knowledge and procedures of Real Estate purchasing and refinancing Reports to work punctually, works all scheduled hours, and works additional hours as necessitated by business demand. During periods of peak demand, job will require a non-traditional work week with extra hours including evening and/or weekend duties. 4. Ability to prioritize assignments and organize work efficiently, to manage large volumes of details. 5. Interpersonal skills to represent the credit union in a positive way during member contact. 6. Accuracy and attention to detail required. 7. Ability to operate related computer applications. 8. Ability to collaborate with realtors and other referral sources on initial and follow up conversations regarding the initial application and general mortgage questions. 9. Ability to deal tactfully and efficiently with members and co-workers on a professional level. 10. Must be bondable. 11. Must be a registered pursuant to requirements of the S.A.F.E. Act. Reporting Relationship This position reports to the Director Mortgage Sales Support. 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. PI0b244c02de61-0086

GreenState Credit Union Mortgage Loan Specialist US-IA-Davenport Job ID: # of Openings: 1 Category: Mortgage Lending GreenState Credit Union Overview Creates, collects, analyzes, exercises judgment, and advises members on mortgage loan options. Maintains organization of portfolio and meets necessary and regulatory deadlines. Assists and serves as a backup to the Mortgage Loan Officer & Processing area in all aspects of the mortgage origination process. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $38.06 - $44.50/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. - Explains the mortgage loan application process and products to the membership, assisting Mortgage Loan officer with completing full loan application as needed. - Interacts with member by phone, email or in person at the branch location to answer inquiries pertaining to mortgage rates, mortgage programs, payments, daily rates, points, etc. - Conducts mortgage loan application interviews assisting applicants in the completion of application via phone, email or face to face in branch setting. - Gathers all required applicant information. - Assists loan processing with files when needed. - Fields and returns phone calls and emails for Mortgage Loan Officers. - Follows up with referrals, schedules the initial appointment and answers any questions the member may have regarding their loan as well as group sales calls. Schedules the closing appointment with all necessary parties. - Orders appraisal and credit report to support the loan application and ensure complete documentation of the loan file. Sends out Loan Disclosures as needed. - Organizes file in appropriate order as indicated by the checklist and submits application to processing team. - Works with Underwriters in meeting their guidelines and obtaining loan approval. - Ensures all necessary documentation and regulatory compliance items are in loan files. - Promotes GreenState mortgage products and GreenState with their contacts in the community. This includes in person or phone conversations as well as group sales calls. - Works with mortgage processing department when necessary to ensure final documentation is received by the investors in a timely manner. - Assists with facilitating loan closings onsite at the branch with the Mortgage Loan Officer, organizes files after loan closing to be sent to processing team to upload to secondary market investor or to the servicing department and ensures that documents are signed and completed correctly. - Organizes weekly follow up on loans in process to increase conversion percentage. - Prepares web applications for Mortgage Loan Officer to review and schedules the member's initial appointment with the Mortgage Loan Officer. - Serves as back up to Mortgage Loan Officer when they are out of the office either during expected or unexpected absences. This includes but is not limited to taking the initial application for the member, choosing the loan scenario and loan program that best suits the member and the institution, locking the loan with the correct investor, requesting correct documentation, and sending all initial disclosures. Must maintain high level of compliance in all listed job duties. - Assists to ensure that the various federal reporting documents are delivered in a timely manner, to include the borrowers 1098, sellers 1099, interest reported to the IRS, and the HMDA report. - Assists in any necessary training and development needed within the GreenState Mortgage Department. - Adheres to all state, federal and credit union regulations, policies, and guidelines. Qualifications - High school diploma or equivalent (i.e.: GED) with a minimum of three years previous related work experience. - Knowledge of procedures, forms, secondary market guidelines and regulations as they relate to mortgage lending. - Knowledge and procedures of Real Estate purchasing and refinancing Reports to work punctually, works all scheduled hours, and works additional hours as necessitated by business demand. During periods of peak demand, job will require a non-traditional work week with extra hours including evening and/or weekend duties. - Ability to prioritize assignments and organize work efficiently, to manage large volumes of details. - Interpersonal skills to represent the credit union in a positive way during member contact. - Accuracy and attention to detail required. - Ability to operate related computer applications. - Ability to collaborate with Realtors and other referral sources on initial and follow up conversations regarding the initial application and general mortgage questions. - Ability to deal tactfully and efficiently with members and co-workers on a professional level. - Must be bondable. - Must be a registered pursuant to requirements of the S.A.F.E. Act. Reporting Relationship This position reports to the Manager Mortgage Associates. 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. PId7f59a3bbfbd-7576

GreenState Credit Union Senior Salesforce Operations Specialist US-IA-North Liberty Job ID: # of Openings: 1 Category: Marketing GreenState Credit Union Overview The Senior Salesforce Operations Specialist coordinates cross-functional efforts between business stakeholders, Salesforce delivery teams, and compliance and audit partners to support a secure, scalable, and well-governed platform. The Senior Salesforce Operations Specialist oversees the intake and evaluation of enhancement requests and helps drive delivery coordination. For larger initiatives, this role will step in as a project manager to support planning, timelines, and execution. This position also helps ensure data integrity, platform standards, and regulatory requirements are consistently upheld. The ideal candidate is highly organized, communicates effectively across teams, and can balance governance, operational support, and project coordination to maintain a healthy Salesforce environment that scales with the business. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package. Responsibilities Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. - Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. - Demonstrates a positive member service (internal and external) focus at all times. - Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. - Ensures confidentiality of member information. - Supports a diverse and inclusive work environment. - Coordinate Salesforce demand intake and assist with overseeing evaluation process, including facilitating meetings as needed, coordinating and organizing moving parts with teams impacted, and assessing each request for compliance implications. - Partner with VP Salesforce and business owners to ensure requests align to roadmap and strategy. - Ensure regulatory and audit compliance working with compliance and audit teams to keep Salesforce platform adhering to credit union policies and controls. - Ensure risk, compliance, and audit readiness. - Maintain documentation, controls, and policy adherence. - Organize timelines and ensure enhancements meet deadlines. - Act as Salesforce project coordinator for internal and external project implementations. - Measure success of Salesforce enhancements as it relates to ROI. - Assist with defining project scopes, goals, timelines, and deliverables in collaboration with stakeholders. - Coordinate internal and external resources, ensuring timely execution and delivery. - Monitor project risks, dependencies, and communication with stakeholders at all levels. - Communicate platform project status and delivery outcomes to leadership. - Facilitate cross-functional meetings, maintain documentation, and ensure consistent communication across all levels. - Monitor project milestones and deliverables, ensuring adherence to quality standards. - Maintain and enforce platform governance standards (naming conventions, data ownership, usage policies). - Monitor and report on data quality metrics, driving remediation initiatives. - Track platform KPIs (adoption, performance, data integrity). - Document and communicate decision rationales to stakeholders as needed. - Identify opportunities to enhance platform adoption and operational efficiency. - Maintain documentation, security roles, and compliance procedures. - Perform other duties and responsibilities as assigned. Qualifications - Bachelor's degree. - 5+ years' experience in project management and operations. - Strong organization skills (planning and prioritizing) and communication skills (written, verbal, and listening) are critical in this position. - Strong cross-functional leadership, communication, attention to detail, and change management skills. - Experience leading cross-functional projects or programs. - Experience working with compliance, risk, or audit teams. - Strong interpersonal skills required for internal and external credit union communications. - Proficiency in a variety of PC software programs, including the Microsoft Office application suite. - Understanding of products (Sales Cloud, Service Cloud, Financial Services Cloud, Marketing Cloud a plus). - Familiarity with Agile project delivery methodologies a plus. - Proficient with project tools like Jira, Confluence, or Smartsheet a plus. - Experience in financial services, banking, or credit unions a plus. - Ability, availability and willingness to work additional hours as needed by the workload and the credit union's rapidly changing competitive environment. - Support diverse and inclusive work environment. - Must be bondable. Reporting Relationship Reports to the VP Salesforce. 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. PI04a83d20f5-

GreenState Credit Union Insurance Account Manager US-IA-North Liberty Job ID: # of Openings: 1 Category: GreenState Insurance GreenState Credit Union Overview T he Account Manager assists the Insurance Advisors and VP of Insurance in quoting, servicing, audits and renewals generally maintaining our Commercial Lines book of business . This role works closely with our Insurance Processors as well as the Senior Account Manager s being an account liaison working with clientele for the greater good of their business . GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. 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. - 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. - 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. - 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. - Maintains strong carrier relationships in the Commercial Lines space - 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 any and 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 3 years of insurance or business-related experience. - Commercials lines account management experience strongly desired - 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. - 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 SVP GreenState 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. PI1dfd6cd09b9d-4379