This position is responsible for ensuring compliance, consistency, and service excellence within the collections department. This role oversees the execution of internal audits, evaluates call quality, investigates and resolves member complaints, and leads or supports projects aimed at improving processes and performance. By monitoring adherence to regulatory requirements, internal policies, and customer service standards, the specialist helps mitigate risk, enhance operational efficiency, and uphold the credit union's commitment to member satisfaction and ethical collections practices.
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. This is an onsite position in North Liberty, IA with the ability for hybrid after 6 months.
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. Ensure the department operates efficiently and effectively in meeting the internal and external member's needs. Responsible for departmental project management and will be the lead contact in all mergers and acquisitions, system upgrades, and conversions. Coordinate with other departments, and/or third-party vendors in the development and implementation of all process improvements affecting the Collections Department. Coordinates all Vendor Management activities, including contract renewals, obtaining necessary documents, and submission of all new requests for final approval by SVP/Collections & Recoveries. Develops and implement software/system test scripts and integrate workarounds to provide fixes to defined technical issues Communicates process changes, enhancements, and modifications - verbally or through written documentation - to management, peers, staff, and other employees so that technology issues and solutions within the account resolution department are understood. Manages the timely audit of necessary data for year-end reporting documents, including but not limited to 1099C. Oversees the production and distribution of said documents by appropriate processing team. Manages KaiNexus for the Collections Department. Reviews, researches, completes necessary analytics, and compiles evaluation and recommendation for prioritization and implementation to present to Department Leader. Works closely with other Information Technology teams and other Credit Union departments; coordinating projects that need shared resources, determining and resolving any overlapping impacts on various systems, and ensuring good working relationships between all employees. Provides support and assistance during internal, state, and federal audits and examinations. Assists Leaders with various projects within the department. Supports the SVP/Collections & Recoveries and department leaders with other duties and tasks necessary to ensure the Collections Department is efficient and successful. Manages Quality Assurance process for department completing monthly call monitors for staff, scoring specific number of calls for each individual within the department, providing coaching and feedback on the effectiveness of each call. Completes monthly quality assurance reviews for support staff tasks such as case audits, Loss Mitigation applications, workflow completeness, E-Oscar compliance for notifications and response, charge-offs etc. Identifies opportunities for and participates in the development and implementation of process improvements to improve efficiency, compliance, and to reduce the opportunity for human error. Provides ongoing mentoring for staff within the department ensuring that consistent communication and support is available, including a 30/60/90-day check-in with new hires. Serves as the point of contact for all Collection complaints, including thoroughly investigating and documenting customer complaints, and if applicable, rectify any issues while complying with company policies and regulations Responsible for completing auditing on various processes to ensure adherence to investor and GSCU policies. Maintain thorough knowledge of and ensure compliance with applicable federal and state laws, rules, regulations, investor guidelines as well as GSCU policies and procedures.
Job Requirements/Expectations
Bachelor's degree in business or related field and/or equivalent years' experience required. Minimum 5-years' experience working in Collections or Call Center environment. Knowledge of procedures, processes, policies, and regulations as they relate to collections and areas of responsibility. Excellent interpersonal and persuasive skills necessary to gather data from multiple sources to complete projects and to represent the Credit Union in a positive way during periods of stressful member contact. Self-directed nature, ability to work independent of supervision, and ability to follow directions and meet deadlines. Positive attitude, team first focus with an emphasis on providing outstanding customer service and team support. Excellent verbal and written communication skills and attention to detail are required. Ability, availability, and willingness to work flexible hours to accomplish workload. Ability to coordinate, prioritize, and complete multiple, ongoing projects in a fast paced and collaborative environment. A working knowledge of compliance, consumer credit, real estate, and bankruptcy laws and regulations is preferred. Working knowledge of Telephone Consumer Protection Act (TCPA), Fair Debt Collection Practices Act (FDCPA), Fair Credit reporting Act (FCRA) Unfair Deceptive and Abusive Acts & Practices (UDAAP). Ability to work independently prioritize assignments and organize work efficiently, to handle large volumes of details. Creative, adaptable, accurate, strong attention to detail, analytical skills, and problem-solving skills.
Reporting Relationship
Reports to the Collections Supervisor.
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. #LI #ID
$90.6k-105.9k yearly Auto-Apply 15d ago
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VP Business Development
Greenstate Credit Union 3.9
Greenstate Credit Union job in Clive, IA
The VP Business Development is responsible for driving strategic growth through community engagement, business partnerships, and cross-department collaboration. This role focuses on increasing credit union membership, loans, deposits, and brand awareness by fostering strong relationships with Select Employee Groups (SEGs), community partners, and internal teams. The VP Business Development oversees partner, community, and business development in current and emerging markets, including opportunity assessment, partner identification, and in new marketings, groundwork necessary to support successful market entry. They provide directional leadership for GreenState's Community Giving strategy, ensuring charitable initiatives align with organizational goals, budget, and deliver meaningful impact. Serving as a key ambassador for GreenState, this leader ensures all partnerships and community giving efforts advance GreenState's mission and strategic objectives.
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 $159,822.78 - $186,851.34 with a progressive benefit package.
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. Develop and execute strategies to increase credit union members, loans, and deposits through community outreach and business partnerships. Lead and work directly with multiple departments to align business development efforts to ensure consistency and maximize impact. Establish, maintain, and strengthen relationships with SEGs and community partners to drive engagement, growth, and brand awareness. Promote and champion the SEG partnership program internally, ensuring all member-facing departments actively support and utilize the program. Oversee the deployment of a cost-effective financial literacy program that enhances community education and engagement. Provide guidance and feedback on tools and resources needed for retail teams to successfully sign-up members outside of branch locations. Lead the GreenState strategy for community interaction, including development of comprehensive approach to championing and enhancing brand visibility and reputation. Coordinate ongoing feedback with Branch, District, Regional, and Lending leadership to leverage relationships for member growth and new business opportunities. Direct business development activities in emerging markets, including opportunity assessment, partner identification, and groundwork necessary to support successful market entry. Report on progress, integration, and alignment with the credit union's strategic objectives. Provide leadership for GreenState's Community Giving strategy, including oversight of charitable contributions, sponsorships, and initiatives that enhance community impact and align with organizational goals. Lead, mentor, and develop a team of employees responsible for partnership development, community engagement, and business growth initiatives. Perform additional responsibilities as assigned to support organizational goals. Lead charitable giving strategy alignment with GreenState's overall direction, goals, and budget while fostering collaboration with employees. Implement a structured and regular schedule for presenting charitable giving metrics to the executive leadership, ensuring alignment with GreenState's overall strategic direction and objectives. Participate in presentations and seminars to promote and sell our products and services. May meet with major employers or prospects to discuss their needs and outline appropriate solutions. Research, study, and evaluate new activities, policies, programs, markets, etc. to enhance business development activities. Identify opportunities for, or enhancements to, existing products and services to make them more attractive to specific groups.
Job Requirements/Expectations
Education & Experience
Bachelor's degree. Master's degree preferred. Minimum of 15 years of progressive business and management experience, preferably within the financial industry. Demonstrated success in leading high-performing teams and executing strategic growth initiatives.
Skills & Competencies
Expertise in cross-functional leadership, business development, and partnership management. Strong communication, relationship-building, and public speaking skills for internal and external audiences. Deep understanding of credit union operations and member engagement strategies. Ability to manage complex projects across multiple markets, balancing priorities and deadlines.
Other Requirements
Positive attitude and professional image. Reliable transportation, valid driver's license, good driving record, and adequate auto insurance. Ability to travel extensively within the GreenState's territory and work non-traditional hours as needed. Must be bondable.
Reporting Relationship
This position reports to the Chief Lending Officer.
Supervisory Responsibilities
This position is 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. #LI #ID
$159.8k-186.9k yearly Auto-Apply 11d ago
Licensed Insurance Associate
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
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, 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 $21.46 - $25.08/hr with a progressive benefits package.
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.
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 programs8. 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. #LI #ID
$21.5-25.1 hourly Auto-Apply 19d ago
Commercial Services Underwriter
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
The Commercial Services Underwriter position is responsible for analysis and monitoring the credit worthiness of the commercial portfolio. The Underwriter is responsible for credit risk analysis, financial statement analysis, commercial loan underwriting and prepares succinct loan narratives.
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. This position is an onsite position based out of North Liberty, IA with hybrid capability. 2-3 days in office.
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 teamwork in all interactions with co-workers and in the completion of all duties and responsibilities.
Provides the highest level of internal and external customer service.
Ensures confidentiality of member information.
Plays a vital role by participating in community service organizations and/or credit union sponsored events, on an annual basis.
Adheres to all state, federal and credit union regulations, policies and guidelines.
Understands structure and pricing of borrowing relationship.
Spreads and analyzes audited, reviewed and company prepared financials in addition to corporate and personal tax returns and personal financial statements
Analyzes financial information such as balance sheets, income and cash flow statements, pro- formas, and periodic financial reporting of all types.
Prepares cash flow charts, test covenants, and determine collateral coverage position.
Prepares credit proposal narratives for approval. Outline the risks and mitigating factors of a credit facility based upon an analysis of business and personal financial statements, collateral, global cash flow, economic and industry factors, debt service capacity, loan grades, and projected outlook.
Presents analytical findings in a complete and concise underwriting narrative document.
Performs loan and portfolio level stress testing of financial results, collateral and credit variables.
Stays abreast of regulatory, policy and procedural requirements to ensure compliance throughout the underwriting and credit administration processes.
Stays abreast of market conditions as it relates to assessing risk in credit transactions.
Ensures loans are documented according to commitments and approvals through pre-closing review of loan transaction documents.
Recommends supportable risk ratings for new loans and the renewal of existing commercial credit facilities to manage borrower and portfolio risk in a manner consistent with the Credit Unions credit philosophy.
Develops and presents analysis of risk for new loan originations and renewals/modifications to respective loan approver(s) with recommendation.
Analyzes current financial/collateral information on existing loans for the purpose of conducting periodic reviews to determine the ongoing credit worthiness of the credit facility/relationship, and documents the review in the standard Annual Review format or file memo, consistent with policy requirements.
Identifies emerging risk issues and trends.
Maintains credit files in accordance with guidelines, work with Commercial Lenders and Credit Analysts to insure that all necessary documentation is in the file.
Researches and responds to internal (co-worker) and external (member or authorized third party) requests for financial information on commercial members.
Job Requirements/Expectations
Bachelor's degree in Finance, Accounting, Business Administration, or Economics with a strong basis in financial accounting.
Must have a minimum of three years of experience in traditional C&I, Commercial Construction, and Commercial Mortgage loan structures, covenants and documentation.
Ability to coordinate and prioritize assignments and organize work efficiently. Good time management skills required to manage multiple assignments, meet deadlines, and work efficiently in a time sensitive environment.
Ability to work independently and as part of a team.
Excellent figure aptitude, with accuracy and attention to detail required.
Knowledge of procedures, forms and regulations as they relate to commercial lending.
Ability to deal tactfully and efficiently with members and co-workers on a professional level.
Strong business writing and communication skills
Good analytical and decision-making skills
Well-developed credit analysis and analytical skills supported by formal credit and cash flow training.
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.
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 and safeguard members' funds
Must be bondable.
Reporting Relationship Reports to the Commercial Underwriting 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.
#LI #ID
$90.6k-105.9k yearly Auto-Apply 11d ago
Human Resources Intern
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
GREENSTATE INTERNSHIPS:
GreenState Credit Union's internship opportunity will immerse you into GreenState's fun and fast paced environment! As a valuable member of our team, you will provide direct support to your assigned team by owning the outcome for a variety of projects. We want your internship to be educational, meaningful, and exciting! As an intern, you will gain a better understanding of the roles in your department and be well prepared for work in the financial industry in the future. You will also have opportunities to work with GreenState members, other departments, and staff.
The HR Intern will focus on several areas during the internship program including: General management/team support and project work focused on performance management, talent acquisition, and compensation and benefits.
This is a paid, on-site internship lasting 12 weeks, with an hourly wage of $15hr. The program runs from May 19th through August 7th.
We will start outreach to internship candidates in January 2026.
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.
Essential Duties and Responsibilities
Adheres to the Credit Union's core values in serving with truth, trust, mentoring, openness, risk-taking, communication, giving credit, integrity, caring, and respect in carrying out the 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. Consistent usage of the members name during contact and always 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.
Assists with planning, coordination and execution of department events as directed by the appropriate staff member.
Provides a variety of administrative and clerical support regarding respective departmental and organizational projects and tasks.
Interacts with both internal and external GreenState parties including, but not limited to, fellow employees, department leaders, members, and vendors in the pursuit of departmental and organizational 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.
Performs any other duties as may be required to meet Credit Union objectives.
This job description does not list all the job duties. Intern may be asked to perform other duties by the staff or supervisor. Intern will be evaluated on performance of the projects listed as well as interaction with employees and clients. Work hours and project specifics will be negotiated with each candidate.
Job Requirements/Expectations
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties.
Must be a current student in good academic standing.
Enthusiasm about knowledge acquisition and learning.
Good oral communication skills and the ability to produce written communication.
Ability to follow oral and written instructions.
Good telephone manners and techniques.
Ability to use and understand written material.
Ability to work with minimal direction and exercise sound judgment.
Ability to perform basic math calculations.
Strong analytical, oral, and written communication skills.
Proficiency with related computer applications, spreadsheets, word processing, and database applications.
Must be an undergraduate student entering their junior or senior year, prior to the commencement of the internship.
Must be bondable.
Reporting Relationship Reports to Department Leaders 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.
#ID
$15 hourly Auto-Apply 58d ago
Instructional Designer
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
This position is responsible for writing and developing course contents to deliver information to employees in an engaging, efficient, and effective manner. This includes working with subject matter experts to identify content suitable for inclusion in electronic courses; designing course components and course outlines based on a needs assessment, developing, managing, and maintaining written documentation of procedures to further support content delivered through online courses; and development and maintenance of the content on the Learning Management System. This role works closely with the subject matter experts delivering instruction in the classroom to develop and design training courses and deliver them through various learning technologies.
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 $79,173.90 - $92,563.38 with a progressive benefit package.
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. Meets with subject matter experts and the learning and development team to identify content that is best delivered through electronic courses and e-learning platforms. Identifies critical course objectives by working closely with subject matter experts, evaluating the needs, goal and outcome of the course objectives. Works as content liaison for change management for the credit union, organizing change information into consumable content for LMS l or other learning technologies. Ensures content is organized, reliable, accurate, and relevant. Presents the framework design/s to the end user with description of the idea meant to be communicated. Packages course content for media design electronic course content and flow. Provides reports and verifies that finished courses meet the objectives specified by subject matter experts. Assists in developing engaging electronic courses to reinforce critical concepts, enhance transfer of knowledge, and aid knowledge retention. Verifies that finished courses meet the objectives specified by subject matter experts. Acts as an administrator for the Learning Management System. Monitors, refreshes and updates content to keep employees engaged through the Learning Management System. Maintains document tags and metadata to optimize search functionality in the Learning Management System. Assists with the creation of written training documents, learning aids, handouts, and PowerPoints for use in instructor-led training sessions. Identifies, promotes, and evaluates innovative ideas for delivery of electronic content using all systems and software available. Seeks out opportunities to create efficiencies in the delivery of content to employees. Performs other duties as assigned.
Job Requirements/Expectations
Bachelor's degree in learning and development, learning technologies, or instructional design is strongly preferred. Three to five years of experience in a training and development, learning technologies, instructional design or a closely related field required. Experience with Learning Management System software and Articulate 360 or other courseauthoring software preferred. Understanding of learning theory or instructional design process is preferred. Resourceful and well organized with the ability to execute multiple projects concurrently within required timelines. Strong written and interpersonal communication skills. Experience working in project management with subject matter experts is strongly preferred. High scanning accuracy with extreme attention to detail. High quality standards with a focus on quality over quantity. Resourceful in finding additional resources to assist with content development. Thorough understanding of creative commons licensing, attribution rules, and copyright law. Stays current with emerging electronic training design and adult learning theory. Self-directed nature, ability to work independent of supervision with responsibility for direction, control, or planning of new projects. Creative and adaptable with good problem-solving skills. Experience with or knowledge of marketing theory or strategies desirable. Must be bondable.
Reporting Relationship
This position reports to the Vice President/Organizational Effectiveness.
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. #ID
$32k-38k yearly est. Auto-Apply 13d ago
Director Program & Change Management
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
The Director Program & Change Management is responsible for leading enterprise-wide programs and driving organizational change initiatives that support GreenState's strategic goals. This role oversees program governance, change management strategies, and adoption plans, while ensuring alignment across business units and stakeholders. The Director provides leadership to the project and change management team, oversees complex program portfolios, and drives collaboration across cross functional teams to achieve successful outcomes. Strong communication, strategic thinking, and adaptability are essential to navigate dynamic environments and deliver sustainable organizational change.
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 $159,822.78 - $186,851.34 with a progressive benefit package.
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. Lead and mentor employees within program and project management team. Develop and execute strategies to deliver enterprise-wide programs and organizational change initiatives that align with GreenState's strategic objectives. Oversee program governance and standards, ensuring consistent application of tools, processes, and change management frameworks across all initiatives. Monitor program performance and risks, tracking milestones, interdependencies, and outcomes to drive timely adjustments and successful delivery. Evaluate program and change effectiveness, conducting post-implementation reviews, measuring benefits realization, and recommending enhancements for continuous improvement. Lead change management efforts by creating strategies that foster adoption, minimize resistance, and maximize business value and ROI. Collaborate with senior leaders and stakeholders to align priorities, secure sponsorship, and ensure readiness for new processes and ways of working. Manage program communications, providing clear, timely updates to stakeholders and promoting understanding of program benefits and impacts. Partner across business units and functions-including IT, Operations, Organizational Effectiveness, HR, Finance, and Compliance-to ensure seamless execution and alignment. Foster a culture of accountability, collaboration and service excellence, ensuring programs and change initiatives deliver measurable outcomes and support organizational transformation.
Job Requirements/Expectations
Education & Experience
Bachelor's degree. Minimum of ten years of progressive experience in program and project management, including leadership roles overseeing complex, enterprise-wide initiatives. Demonstrated success in developing and executing strategic programs, managing change initiatives, and leading cross-functional teams.
Skills & Competencies
Proven ability to develop and implement governance frameworks, policies, and standards for program and change management. Ability to lead strategic initiatives that drive organizational transformation and deliver measurable business outcomes. Demonstrated success in influencing senior leadership and driving strategic alignment across multiple business units. Strong analytical and decision-making skills focused on program performance, resource optimization, and risk mitigation. Strong financial acumen with experience managing program budgets and resource allocation. Exceptional communication and relationship-building abilities, with experience collaborating across all levels of the organization. Solid understanding of organizational governance, regulatory requirements, and best practices for program execution and change adoption.
Other Requirements
Positive attitude and professional image. Reliable transportation, valid driver's license, good driving record, and adequate auto insurance. Ability to travel within the GreenState's territory and work non-traditional hours as needed. Must be bondable.
Reporting Relationship
This position reports to the VP Strategy & Org Effectiveness.
Supervisory Responsibilities
This position is 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. #LI #ID
$159.8k-186.9k yearly Auto-Apply 7d ago
Fraud Analyst
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
Responsible for reviewing, analyzing, investigating, monitoring, and reporting of potential and known fraudulent transactions. Responsible for the accurate and timely completion of credit card and debit card member disputes. Provides superior member service to internal staff and external members.
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.
Essential Duties and Responsibilities
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.
Reviews, analyzes and investigates system generated alerts, including but not limited to, Verafin, iPay, Q2, YellowHammer, for potentially fraudulent activity.
Reviews, analyzes and investigates potentially fraudulent activity through online deposit account opening and loan applications, including FinTech applications, as requested.
Determines Credit Union and member liability for fraud loss, communicate with member, and post GL entries as necessary.
Prepares Hold Harmless Agreements.
Reports Elder Abuse to the appropriate state agency/s.
Corresponds with law enforcement as it relates to fraudulent activity.
Manages check fraud claims.
Documents, accurately and thoroughly, all actions taken on a case.
Answers phone, email group and LiveChat to assist staff with questions related to disputes and fraudulent transactions.
Reviews new and pending credit card and debit card fraud and dispute submissions, reaches out to merchants in effort to obtain credit back to card holders, process and reports through Springboard as needed, provides provisional credit to card holders, send applicable notices, performs charge-offs for closed credit card and debit card closed cases, as necessary, and posts GL entries.
Works through MC Connect as needed for fraud reporting.
Reviews and processes daily report from Springboard/COOP.
Assists with 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.
Maintains knowledge of applicable laws and regulations (including regulation E), policies and procedures.
Other duties as assigned by management.
Job Requirements/Expectations
High school diploma or equivalent along with a minimum of three years of banking, fraud related experience.
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
Ability and desire to interact with co-workers to develop positive and effective working relationships in all areas of the Credit Union.
Ability to effectively gather and analyze information in the course of reviews and investigations.
Ability to prioritize assignments, organize work efficiently, and handle large volumes of details.
Ability to work independently.
Accuracy and attention to detail.
Computer literacy and knowledge of alert monitoring systems.
Coverage hours for Fraud team: Monday-Friday 7:30am-5:30pm and rotating Saturdays 8:30am-12:30pm.
Reporting Relationship Reports to the Manager Fraud. 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.
#ID
$29.2-34.1 hourly Auto-Apply 4d ago
Private Banking Associate
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
The Private Banking Associate creates, collects, analyzes, exercises judgment and advises members on Private Banking products and services. This position is responsible for maintaining organization of the private banking portfolio and coordinates meeting all business and regulatory deadlines. This position is also responsible for assisting and serving as backup to the Private Banking Relationship Manager in all aspects.
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 $79,173.90 - $92,563.38 with a progressive benefit package.
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.
Plays a vital role in participating in community service organizations and/or credit union sponsored events, on an annual basis.
Adheres to all state, federal and credit union regulations, policies and guidelines.
Answers phones and assists with inquiries about private banking when the Relationship Manager is unavailable.
Gathers all required applicant information and financial documents to open deposit accounts, submit loan inquiries, and track private banking qualifications/reviews.
Fields and returns phone calls and emails for Private Banking Relationship Managers.
Schedules the closing appointment with all necessary parties.
Organizes loan and deposit files with all necessary documentation and submits files to auditors when needed.
Maintains the file documentation database and tracks exceptions reporting.
Monitors and adjusts variable rate loan rates, payments, etc., as needed.
Works collaboratively with Marketing, Knowledge Base, Service Training, and VP Treasury Management to ensure consistency and accuracy of continued education of Private Banking.
Assists in the completion of agreements, set up forms, and procedures.
Troubleshoots all deposit account issues and works with co-workers and business members concerning these issues.
Creates monthly reports for management as requested.
Performs Other duties as assigned.
Job Requirements/Expectations
Bachelor's degree, plus at least three years in private banking, commercial banking/treasury management, training, or equivalent combination of education and experience.
Work experience must demonstrate progressive levels of responsibility in a finance and/or compliance environment.
A thorough understanding of the financial institution's policies and procedures is required.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, business members, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Proficiency with word processing, spreadsheets, and internet.
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
Must be bondable.
Reporting Relationship This position reports to the SVP Wealth & Premier Banking. 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.
#LI #ID
$79.2k-92.6k yearly Auto-Apply 13d ago
General Ledger Accountant
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
This position will compile, analyze and reconcile multiple accounts within the general ledger in accordance with generally accepted accounting principles and practices. Work involves collaborating across departments to address and resolve reconciliation matters and to provide expertise and detailed support. Staff in this role have an understanding of the Credit Union's processes and procedures, working knowledge of core operating systems used in assigned general ledger accounts and are experienced in identifying and resolving routine issues related to transaction postings. This role's focus is on accurate and efficient processing of all duties while providing excellent service to internal staff.
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.
Essential Duties and 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. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events, on an annual basis. Responsible for monitoring and reconciling credit union clearing (GL and DDA accounts), suspense and exception general ledgers. Reconciles the credit union's daily cash letter. Perform bank reconciliations for all corporate accounts on a daily and monthly basis. Ensures the share and loan balances across main core platform agree to the general ledgers. Perform general ledger account reconciliations for assigned balance sheet accounts on daily, weekly, and/or month-end basis. Ability to analyze data sets and be able to identify any anomalies or erroneous entries, research any issues and drive resolution. Responsible for research and follow-up of all outstanding reconciliation items to ensure items are resolved in a timely manner. Ensure substantive detailed documentation is provided for reconciling items in accordance with internal policy. Assist departments with problem-solving, balancing, and other issues related to outstanding general ledger balances. Possesses general understanding of transaction flow through the core and ancillary operating systems to general ledger for each assigned general ledger account. Identify and prepare necessary journal entries for reconciling items within accounts. Provide back-up support to immediate team members, as needed. Identifies opportunities for efficiency and/or effectiveness improvements, including looking for opportunities to reduce human errors. Performs any other temporary or permanent duties as assigned.
Job Requirements/Expectations
Minimum two to three years of recent experience in general ledger accounting, preferably in a financial institution accounting department. Associate degree in accounting or a mixture of relevant, equivalent work experience is required. A basic understanding of general ledger functionality from transaction to financial statement reporting. Familiarity and understating of generally accepted accounting principles. Advanced skills in Excel, PowerPoint, Word and Outlook. Excellent time management skills with the ability to multi-task, prioritize, and meet deadlines in a high-volume, fast-paced environment. Ability to operate in complex and ambiguous environments, using experience and judgment 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 functions to this position. Must possess a growth mindset with an inquisitive mind and willingness to learn from setbacks. Adaptability, a positive attitude, excellent attendance, and strong self-motivation are indispensable attributes for this position. The candidate must come in ready to assume the role with limited training. Power BI / Power Automate experience a plus. Must be bondable.
Reporting Relationship
This position reports to the Director Accounting.
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. #ID
$33.3-38.9 hourly Auto-Apply 5d ago
Member Service Representative
Greenstate Credit Union 3.9
Greenstate Credit Union job in Iowa City, IA
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, 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 $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package.
Essential Duties and 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.
Job Requirements/Expectations
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.
#ID
$17.4-20.3 hourly Auto-Apply 4d ago
Director Retail Branches (Des Moines &Omaha Branches)
Greenstate Credit Union 3.9
Greenstate Credit Union job in Ankeny, IA
Experienced leader overseeing the operations, growth, and profitability of the branches within the district. Responsible for a team of branch managers and staff, providing support and guidance to optimize branch operations, drive sales initiatives, maintain a high standard of member service, and represent GreenState in the community through events and networking.
This position will be covering the following the branches: Altoona, Ankeny, Clive, Des Moines - SW9th and Beaverdale, Grimes, Waukee, Urbandale, West Des Moines-Jordan Creek and Omaha, NE.
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 $145,230.02 - $169,790.92 with a progressive benefit package.
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. Conduct routine on-site visits to each branch to maintain visibility, build rapport, and support staff. Observe and coach sales and service standards ensuring Branch Managers lead and coach daily in alignment with expectations. Observe and support managers in preparing and leading productive staff meetings. Serve as a resource for managers, providing actionable guidance to boost team motivation, cohesion, and overall satisfaction. Offer guidance and resources during operational challenges, staff shortages, or member concerns, acting as the first point of contact for issue resolution. Promote employee engagement and morale. Drive branch performance by monitoring and coaching Branch Managers to achieve sales, service, and growth goals. Ensure operational efficiency and compliance with audit and regulatory standards. Coordinate and collaborate with District Managers and Retail Enablement to maintain consistency across branches. Conduct market-wide training sessions and targeted training for MSRs/ACE staff. Actively identify and mentor high-potential employees within the district to support succession planning and leadership development. Foster cross-branch collaboration by encouraging communication and best practice sharing. Lead initiatives to address shared challenges and identify growth opportunities. Partner with Branch Managers to identify and drive business development efforts, deepen member relationships, and strengthen community connections. Collaborate with Business Development to identify SEG and community partners aligned with retail goals; participate in initial outreach and onboarding before transitioning to branch staff. Represent GreenState in the community by attending credit union-sponsored events, networking, and forming new local partnerships to enhance brand presence; ensure branch staff participation. Responsible for identifying and adding new Direct Dealer partners and supporting targeted acquisition programs or partner referrals. Lead and/or participate in projects and perform other duties as assigned.
Job Requirements/Expectations
High school diploma or equivalent (GED) required; associate or bachelor's degree preferred. Minimum of seven (7) years of financial institution experience, preferably with retail product knowledge. Five (5) years of supervisory experience with demonstrated leadership ability and team building skills. Proven sales experience with a track record of meeting or exceeding targets. Strong understanding of retail products/services, particularly those offered through phone-based sales. Familiarity with CRM software, loan and deposit core systems, and call center phone system. Competent in using Microsoft Office systems. Excellent leadership, coaching, and mentoring abilities. Strong verbal and written communication skills. Ability to motivate teams and meet sales goals. Skilled at conflict resolution and managing team dynamics. Capable of delivering feedback constructively and conducting performance reviews. Must maintain a valid driver's license, an acceptable driving record, and current auto insurance, and have access to reliable transportation for work-related travel. Regular and punctual attendance at work. Must be registered pursuant to requirements of the S.A.F.E. Act. Must be bondable.
Reporting Relationship
Reports to the SVP Retail.
Supervisory Responsibilities
This position is 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. #LI #ID
$38k-51k yearly est. Auto-Apply 1d ago
VP Special Assets
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
The VP Special Assets is a key leadership role responsible for managing and overseeing a portfolio of high-risk and non-performing loans and distressed assets to mitigate credit losses and maximize recoveries for the credit union. This role involves developing and executing strategic action plans, negotiating loan workouts, ensuring regulatory compliance, and providing expert guidance to senior management and junior team members.
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 $186.985.50 - $218,607.74 with a progressive benefit package.
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. Portfolio Management & Strategy: Formulate and implement workout strategies, including loan modifications, restructurings, forbearance agreements, and liquidation where necessary, to minimize loss exposure. Negotiation & Communication: Lead negotiations with debtors, borrowers, and guarantors to secure payment arrangements and resolve complex credit situations. Act as a primary liaison with external and internal legal counsel, auditors, and third-party vendors (e.g., collection agencies, appraisers, property managers, legal firms). Financial Analysis & Documentation: Conduct comprehensive financial statement and cash flow analyses, monitor collateral adequacy, and review all relevant loan and legal documentation to ensure accuracy and compliance. Compliance & Reporting: Ensure strict adherence to internal policies, procedures, and relevant state and federal regulations. Prepare detailed reports and presentations on portfolio performance, risk analysis, and recovery efforts for executive management, the Board of Directors, and regulators. Leadership & Collaboration: Oversee and mentor special assets teams, providing coaching and training to foster a productive and knowledgeable department. Collaborate with cross-functional teams, including Lending, Finance and Credit Administration to identify early warning signs of credit deterioration and improve overall processes.
Job Requirements/Expectations
Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Minimum of 10+ years of commercial banking or related experience, with a proven track record in special assets, credit risk, and/or portfolio management. Minimum of 5+ years of management experience. Experience working for a large financial institution is preferred. Expert knowledge of commercial lending, underwriting, loan structures, and credit risk management principles. In-depth knowledge of financial and legal processes related to default, foreclosure, bankruptcy, and asset recovery. Exceptional negotiation, analytical, and problem-solving skills, with a focus on data-driven decision-making. Strong verbal and written communication skills, with the ability to present complex information clearly to senior audiences. Proven leadership skills, including the ability to manage and motivate a team in a demanding environment. Proficiency in Microsoft Office applications and relevant banking/CRM software. Experience in restructuring commercial loans, distressed asset management, and non-performing loan workouts. Ability to develop and maintain departmental policies, procedures, training and monitoring.
Reporting Relationship
This position reports to the Chief Risk Officer.
Supervisory Responsibilities
This position is 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. #LI #ID
$102k-145k yearly est. Auto-Apply 5d ago
Asset Recovery Analyst
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
Responsible for accurate and timely completion of required research, processing, financial adjustments, to support the Collections Department. Provide quality service to Credit Union staff and members by furnishing and processing necessary information, provide assistance, and/or answer questions. Maintain member accounts and documents in accordance with departmental expectations; ensure completeness and accuracy of all documents and processes.
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 $23.61 - $27.60/hr with a progressive benefits package. This position is onsite in North Liberty, IA with hybrid capability after 6 months.
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 completion of OREO, FMV Write Down, and CIPL processes for the Collections Department. Maintaining accurate documentation of accounts and files.
Processes payments, reversals, reapplications for post charge off recoveries received from in house recovery team as well as placement agencies and firms.
Performs daily transactions specific to the Collections Department such as posting of exception payments, claim funds, sale proceeds, disbursing checks, deposits, transfers and withdraws on accounts serviced in the department. Researches and adjusts loans and accounts and related general ledgers, as necessary.
Assists Senior Asset Recovery Analyst in reconciliation and adjustments of all department accounts and general ledgers. Posts income/expenses to related general ledgers.
Completes vendor payments for the Collections Department.
Responsible for accurate processing of bankruptcy checks received.
Processes file maintenance as required to support department processes such as loan modifications and charge off processing.
Assists Collections and Credit Union staff with file maintenance and transaction research for escalated disputes.
Generates and mails applicable collections letters, including but not limited to, Deficiency Balance letter.
Assists with department mail processing, when necessary.
Assists in new hire training and job shadowing when necessary.
Assists in the creation and updating of applicable process documentation.
Assumes responsibility for related duties and special projects as required or assigned.
Understand and adhere to company policies and procedures.
Performs all other duties as assigned.
Job Requirements/Expectations
High School Diploma or the equivalent (i.e., GED) required. Bachelor's degree in business or related field and/or equivalent years' experience preferred.
Minimum two to three years of financial institution and/or collections experience.
Two years of experience in financial adjustments, payment application/reconciliation, general ledger management or accounting.
Accuracy, attention to detail and strategic thinking required.
Excellent analytical skills.
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Job may require non-traditional workweek with extra hours including evening and/or weekend duties.
Ability to work independently, prioritize assignments, organize work efficiently, and make decisions independent of input from immediate supervisor.
Ability to operate related computed applications and office equipment.
Must be bondable.
Reporting Relationship Reports to the Manager Collections. 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.
#LI #ID
$23.6-27.6 hourly Auto-Apply 14d ago
Collections Quality Assurance Analyst
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
This position is responsible for ensuring compliance, consistency, and service excellence within the collections department. This role oversees the execution of internal audits, evaluates call quality, investigates and resolves member complaints, and leads or supports projects aimed at improving processes and performance. By monitoring adherence to regulatory requirements, internal policies, and customer service standards, the specialist helps mitigate risk, enhance operational efficiency, and uphold the credit union's commitment to member satisfaction and ethical collections practices.
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. This is an onsite position in North Liberty, IA with the ability for hybrid after 6 months.
Essential Duties and Responsibilities
Ensure the department operates efficiently and effectively in meeting the internal and external member's needs.
Responsible for departmental project management and will be the lead contact in all mergers and acquisitions, system upgrades, and conversions.
Coordinate with other departments, and/or third-party vendors in the development and implementation of all process improvements affecting the Collections Department.
Coordinates all Vendor Management activities, including contract renewals, obtaining necessary documents, and submission of all new requests for final approval by SVP/Collections & Recoveries.
Develops and implement software/system test scripts and integrate workarounds to provide fixes to defined technical issues
Communicates process changes, enhancements, and modifications - verbally or through written documentation - to management, peers, staff, and other employees so that technology issues and solutions within the account resolution department are understood.
Manages the timely audit of necessary data for year-end reporting documents, including but not limited to 1099C. Oversees the production and distribution of said documents by appropriate processing team.
Manages KaiNexus for the Collections Department. Reviews, researches, completes necessary analytics, and compiles evaluation and recommendation for prioritization and implementation to present to Department Leader. Works closely with other Information Technology teams and other Credit Union departments; coordinating projects that need shared resources, determining and resolving any overlapping impacts on various systems, and ensuring good working relationships between all employees.
Provides support and assistance during internal, state, and federal audits and examinations.
Assists Leaders with various projects within the department.
Supports the SVP/Collections & Recoveries and department leaders with other duties and tasks necessary to ensure the Collections Department is efficient and successful.
Manages Quality Assurance process for department completing monthly call monitors for staff, scoring specific number of calls for each individual within the department, providing coaching and feedback on the effectiveness of each call.
Completes monthly quality assurance reviews for support staff tasks such as case audits, Loss Mitigation applications, workflow completeness, E-Oscar compliance for notifications and response, charge-offs etc.
Identifies opportunities for and participates in the development and implementation of process improvements to improve efficiency, compliance, and to reduce the opportunity for human error.
Provides ongoing mentoring for staff within the department ensuring that consistent communication and support is available, including a 30/60/90-day check-in with new hires.
Serves as the point of contact for all Collection complaints, including thoroughly investigating and documenting customer complaints, and if applicable, rectify any issues while complying with company policies and regulations
Responsible for completing auditing on various processes to ensure adherence to investor and GSCU policies.
Maintain thorough knowledge of and ensure compliance with applicable federal and state laws, rules, regulations, investor guidelines as well as GSCU policies and procedures.
Job Requirements/Expectations
Bachelor's degree in business or related field and/or equivalent years' experience required. Minimum 5-years' experience working in Collections or Call Center environment.
Knowledge of procedures, processes, policies, and regulations as they relate to collections and areas of responsibility.
Excellent interpersonal and persuasive skills necessary to gather data from multiple sources to complete projects and to represent the Credit Union in a positive way during periods of stressful member contact.
Self-directed nature, ability to work independent of supervision, and ability to follow directions and meet deadlines.
Positive attitude, team first focus with an emphasis on providing outstanding customer service and team support.
Excellent verbal and written communication skills and attention to detail are required.
Ability, availability, and willingness to work flexible hours to accomplish workload.
Ability to coordinate, prioritize, and complete multiple, ongoing projects in a fast paced and collaborative environment.
A working knowledge of compliance, consumer credit, real estate, and bankruptcy laws and regulations is preferred.
Working knowledge of Telephone Consumer Protection Act (TCPA), Fair Debt Collection Practices Act (FDCPA), Fair Credit reporting Act (FCRA) Unfair Deceptive and Abusive Acts & Practices (UDAAP).
Ability to work independently prioritize assignments and organize work efficiently, to handle large volumes of details.
Creative, adaptable, accurate, strong attention to detail, analytical skills, and problem-solving skills.
Reporting Relationship Reports to the Collections Supervisor. 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.
#LI #ID
$90.6k-105.9k yearly Auto-Apply 14d ago
Wealth Management Intern
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
GREENSTATE INTERNSHIPS:
GreenState Credit Union's internship opportunity will immerse you into GreenState's fun and fast paced environment! As a valuable member of our team, you will provide direct support to your assigned team by owning the outcome for a variety of projects. We want your internship to be educational, meaningful, and exciting! As an intern, you will gain a better understanding of the roles in your department and be well prepared for work in the financial industry in the future. You will also have opportunities to work with GreenState members, other departments, and staff.
The Wealth Management Intern will focus on several areas during the internship program including: Attending meetings, supporting Financial Advisors, Trust Officers, and Administrative Associates, maintaining the call calendar, communicating with members and clients, reviewing accounts, and assisting with various projects including Guided Wealth Portfolio, Financial Planning, Grow Our Own, and Marketing.
This is a paid, on-site internship lasting 12 weeks, with an hourly wage of $15hr. The program runs from May 19th through August 7th.
We will start outreach to internship candidates in January 2026.
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.
Essential Duties and Responsibilities
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 with planning, coordination and execution of department events as directed by the appropriate staff member.
Provides a variety of administrative and clerical support regarding respective departmental and organizational projects and tasks.
Interacts with both internal and external GreenState parties including, but not limited to, fellow employees, department leaders, members, and vendors in the pursuit of departmental and organizational 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.
Performs any other duties as may be required to meet Credit Union objectives.
This job description does not list all the job duties. Intern may be asked to perform other duties by the staff or supervisor. Intern will be evaluated on performance of the projects listed as well as interaction with employees and clients. Work hours and project specifics will be negotiated with each candidate.
Job Requirements/Expectations
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties.
Must be a current student in good academic standing.
Enthusiasm about knowledge acquisition and learning.
Good oral communication skills and the ability to produce written communication.
Ability to follow oral and written instructions.
Good telephone manners and techniques.
Ability to use and understand written material.
Ability to work with minimal direction and exercise sound judgment.
Ability to perform basic math calculations.
Strong analytical, oral, and written communication skills.
Proficiency with related computer applications, spreadsheets, word processing, and database applications.
Must be an undergraduate student entering their junior or senior year, prior to the commencement of the internship.
Must be bondable.
Reporting Relationship Reports to Department Leaders as assigned. 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.
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$15 hourly Auto-Apply 57d ago
Vice President/Branch Manager
Greenstate Credit Union 3.9
Greenstate Credit Union job in Cedar Rapids, IA
Responsible for leading, directing, and mentoring sales and service teams to achieve branch outcomes. Leads business development goals and objections, staffing levels, schedule and performance standards. Embraces and works to achieve the mission and values of the organization. Performs other special projects and assignments as may be directed and delegated by the Director - Retail Branches.
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 $82,321.72 - $96,243.68 with a progressive benefit package.
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.
Oversees and manages retail branch banking offices, which include sales, service and operations. Includes managing branch staff with functions such as HR, audit, facilities, training and project assignments with the region.
Implements plan (routines, tactics, strategies) to support achievement of goals and reinforces policies and procedures to comply with fundamental business and credit priorities of the credit union.
Demonstrates teamwork in all interactions with co-workers and in the completion of all duties and responsibilities.
Ensures confidentiality of member information.
Participates in community and business functions/groups to ensure a positive image for the credit union within the designated marketplace.
Responsible for efficient operations through continued assessment and improvements.
Responsible for ensuring that all Credit Union policies, procedures are performed consistently with Board and management guidelines including office equipment and facilities upkeep.
Monitors and reports as requested branch activities in key performance areas.
Develops and recommends annual branch performance targets in both team and individual expectations.
Coaches the branches to achieve business development activities including outside networking, in-branch selling, outbound phone selling skills and targeted branch correspondence. Coach to maximize these activities to branch loan and deposit goals as well as referrals to our branch partners (Mortgage, Commercial, Wealth Management and Insurance) and other services available to our membership.
Create train/develop and coach a successful sales & service team by holding employees accountable for performance, rewards/recognition for achieving sales and service goals and retention for top talent.
Conducts periodic sales and service performance with branch staff. Monitor branch activities and results to insure branch and employee success.
Prepares and conducts performance evaluations, prepares documentation for retention in personnel files. Working with HR, recommends and implements disciplinary actions and appropriate staff counseling within the department as needed.
Coordinates, tracks and monitors daily scheduling within those that report directly to this position including overtime, leave of absences, and prepares periodic tracking reports for the Human Resources department.
Meets attendance standards to perform job functions including physical presence to provide team oversite, coordination of work, and ongoing feedback.
Promotes the professional development of branch staff through individual and group training.
Human Resources responsibilities for personnel supervised including hiring, termination, performance review, salary recommendation, and other personnel issues. Establishes performance goals and assesses annual performance branch staffing requirements.
Plays a vital role in enriching the community by participating in community service organizations and /or credit union sponsored events on an annual basis. Works GreenState's sponsored and other events on or off premise as scheduled.
Job Requirements/Expectations
Must have five years credit union or related experience; a minimum of two years supervisory experience with demonstrated leadership ability and team building skills preferred.
High energy with the ability to approach individuals and engage in a conversation to successfully win business and open accounts.
Thorough knowledge of products and services; ensures appropriate application of the credit union's policies and procedures.
Ability to network/build relationships to grow business.
Interpersonal skills to represent the credit union in a positive way, both internally and externally at all times.
Accuracy and attention to detail with proficiency in both oral and written communications.
Ability to prioritize work assignments and organize work efficiently to meet established deadlines.
Well-developed problem-solving skills and ability to develop conceptual alternatives.
Ability to plan, organize, implement, and interpret the programs, goals, objectives, policies, projects, and procedures.
Conflict resolution and/or mediation skills.
Computer literacy/experience.
Reports to work punctually, prepared for scheduled meetings and is an active participant.
Ability, availability and willingness to work flexible hours to accomplish workload. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties.
High school diploma or the equivalent (e.g. GED).
Must be bondable.
Must be registered pursuant to requirements of the S.A.F.E. Act.
Reporting Relationship Reports to the Director - Retail Branches. Supervisory Responsibilities Responsible for the supervision of assigned branch staff members. 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.
#LI #ID
$82.3k-96.2k yearly Auto-Apply 15d ago
Member Service Representative
Greenstate Credit Union 3.9
Greenstate Credit Union job in Urbandale, IA
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, 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 $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package.
Essential Duties and 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.
Job Requirements/Expectations
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. #LI #ID
$17.4-20.3 hourly Auto-Apply 1d ago
Director Program & Change Management
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
The Director Program & Change Management is responsible for leading enterprise-wide programs and driving organizational change initiatives that support GreenState's strategic goals. This role oversees program governance, change management strategies, and adoption plans, while ensuring alignment across business units and stakeholders. The Director provides leadership to the project and change management team, oversees complex program portfolios, and drives collaboration across cross functional teams to achieve successful outcomes. Strong communication, strategic thinking, and adaptability are essential to navigate dynamic environments and deliver sustainable organizational change.
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 $159,822.78 - $186,851.34 with a progressive benefit package.
Essential Duties and Responsibilities
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.
Lead and mentor employees within program and project management team.
Develop and execute strategies to deliver enterprise-wide programs and organizational change initiatives that align with GreenState's strategic objectives.
Oversee program governance and standards, ensuring consistent application of tools, processes, and change management frameworks across all initiatives.
Monitor program performance and risks, tracking milestones, interdependencies, and outcomes to drive timely adjustments and successful delivery.
Evaluate program and change effectiveness, conducting post-implementation reviews, measuring benefits realization, and recommending enhancements for continuous improvement.
Lead change management efforts by creating strategies that foster adoption, minimize resistance, and maximize business value and ROI.
Collaborate with senior leaders and stakeholders to align priorities, secure sponsorship, and ensure readiness for new processes and ways of working.
Manage program communications, providing clear, timely updates to stakeholders and promoting understanding of program benefits and impacts.
Partner across business units and functions-including IT, Operations, Organizational Effectiveness, HR, Finance, and Compliance-to ensure seamless execution and alignment.
Foster a culture of accountability, collaboration and service excellence, ensuring programs and change initiatives deliver measurable outcomes and support organizational transformation.
Job Requirements/Expectations
Education & Experience
Bachelor's degree.
Minimum of ten years of progressive experience in program and project management, including leadership roles overseeing complex, enterprise-wide initiatives.
Demonstrated success in developing and executing strategic programs, managing change initiatives, and leading cross-functional teams.
Skills & Competencies
Proven ability to develop and implement governance frameworks, policies, and standards for program and change management.
Ability to lead strategic initiatives that drive organizational transformation and deliver measurable business outcomes.
Demonstrated success in influencing senior leadership and driving strategic alignment across multiple business units.
Strong analytical and decision-making skills focused on program performance, resource optimization, and risk mitigation.
Strong financial acumen with experience managing program budgets and resource allocation.
Exceptional communication and relationship-building abilities, with experience collaborating across all levels of the organization.
Solid understanding of organizational governance, regulatory requirements, and best practices for program execution and change adoption.
Other Requirements
Positive attitude and professional image.
Reliable transportation, valid driver's license, good driving record, and adequate auto insurance.
Ability to travel within the GreenState's territory and work non-traditional hours as needed.
Must be bondable.
Reporting Relationship This position reports to the VP Strategy & Org Effectiveness. Supervisory Responsibilities This position is 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.
#LI #ID
$159.8k-186.9k yearly Auto-Apply 4d ago
General Ledger Accountant
Greenstate Credit Union 3.9
Greenstate Credit Union job in North Liberty, IA
This position will compile, analyze and reconcile multiple accounts within the general ledger in accordance with generally accepted accounting principles and practices. Work involves collaborating across departments to address and resolve reconciliation matters and to provide expertise and detailed support. Staff in this role have an understanding of the Credit Union's processes and procedures, working knowledge of core operating systems used in assigned general ledger accounts and are experienced in identifying and resolving routine issues related to transaction postings. This role's focus is on accurate and efficient processing of all duties while providing excellent service to internal staff.
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.
Essential Duties and Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES:
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.
Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events, on an annual basis.
Responsible for monitoring and reconciling credit union clearing (GL and DDA accounts), suspense and exception general ledgers.
Reconciles the credit union's daily cash letter.
Perform bank reconciliations for all corporate accounts on a daily and monthly basis.
Ensures the share and loan balances across main core platform agree to the general ledgers.
Perform general ledger account reconciliations for assigned balance sheet accounts on daily, weekly, and/or month-end basis.
Ability to analyze data sets and be able to identify any anomalies or erroneous entries, research any issues and drive resolution.
Responsible for research and follow-up of all outstanding reconciliation items to ensure items are resolved in a timely manner.
Ensure substantive detailed documentation is provided for reconciling items in accordance with internal policy.
Assist departments with problem-solving, balancing, and other issues related to outstanding general ledger balances.
Possesses general understanding of transaction flow through the core and ancillary operating systems to general ledger for each assigned general ledger account.
Identify and prepare necessary journal entries for reconciling items within accounts.
Provide back-up support to immediate team members, as needed.
Identifies opportunities for efficiency and/or effectiveness improvements, including looking for opportunities to reduce human errors.
Performs any other temporary or permanent duties as assigned.
Job Requirements/Expectations
Minimum two to three years of recent experience in general ledger accounting, preferably in a financial institution accounting department.
Associate degree in accounting or a mixture of relevant, equivalent work experience is required.
A basic understanding of general ledger functionality from transaction to financial statement reporting.
Familiarity and understating of generally accepted accounting principles.
Advanced skills in Excel, PowerPoint, Word and Outlook.
Excellent time management skills with the ability to multi-task, prioritize, and meet deadlines in a high-volume, fast-paced environment.
Ability to operate in complex and ambiguous environments, using experience and judgment 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 functions to this position.
Must possess a growth mindset with an inquisitive mind and willingness to learn from setbacks.
Adaptability, a positive attitude, excellent attendance, and strong self-motivation are indispensable attributes for this position.
The candidate must come in ready to assume the role with limited training.
Power BI / Power Automate experience a plus.
Must be bondable.
Reporting Relationship This position reports to the Director Accounting. 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.
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GreenState Credit Union may also be known as or be related to GreenState Credit Union and Greenstate Credit Union.