$30.16–$35.36/hr

Bilingual Member Benefit Executive

Greenstate Credit Union · Clive, IA

Full-timeFinancial Services - Banking/Investment/FinancePosted This week
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Job description(tap to read)

Overview This position is responsible for acquiring, expanding, and enriching member relationships, while providing service in an exceptional manner via web and phone communication channels. Primary representative for opening, interviewing, and counseling applicants for loan and deposit products. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Hours: Monday-Friday 8:00am-5:30pmSaturday 8:30am-12:30pmPay range for this hourly position is $30.16 - $35.36/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. • Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. • Answers incoming telephone calls and assists members with their needs. • Opens all types of share accounts. • Opens all types for consumer loans via phone and incoming web applications. • Educates members about their financial choices, by asking about and understanding their needs, and responding by recommending appropriate financial products and services. Provides consistent follow through. • Interviews members and potential members for credit union products and makes appropriate recommendations to underwriters. • Makes successful outbound sales calling to existing and potential members. • Services all credit union products and services. • Meets expected service levels for member wait time and accuracy. • Services and promotes all credit union products and services. • Keeps abreast of all Credit Union product and procedure changes. • Possesses a thorough knowledge of all federal regulations and procedures concerning deposit and loan regulations. • Performs any other duties as may be required to meet credit union objectives. • Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events on an annual basis. Qualifications JOB REQUIREMENTS/EXPECTATIONS: • High school diploma or the equivalent (i.e. GED) and a minimum of at least two years of financial experience with knowledge of all GreenState accounts and products, or other related communication center and/or financial institution background. • Sales ability and interpersonal skills to represent the Credit Union in a positive way during member contact. • Accuracy in handling member transactions and inquiries. • High energy and high sales aptitude with the ability to approach individuals and engage in a conversation to successfully win business. • Ability to prioritize and work efficiently in a fast pace environment. • Driven to meet department and individual sales goals. • Ability to operate related telephone and computer systems. • Must have excellent communication skills via phone and web channels. • Must be bondable. • Knowledge of consumer loan and deposit policies and procedures. • Ability to develop and maintain effective working relationships with co-workers. • Must be registered pursuant to requirements of the S.A.F.E. Act. • Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. • Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events. PI4652693b1d3c-25403-41106964

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Financial Rep – Upcoming Grad

Mutual of Omaha · Clive, IA

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings! • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor within 24 months or less. • 401(k) plan with a 2% company contribution and 6% company match. • Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. • You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. • You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. • You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. • You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. • Be highly self-motivated and results-oriented, working both independently and as part of a team. • Be able to travel up to 50% of the time within the local metro area, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices. • Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com. Fair Chance Notices #mutualofomaha

Full-timeFinancial Services - Insurance
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