GreenState Credit Union · 2 days ago
Private Banking Associate
North Liberty, IA
Full-time
Onsite
Mid Level
$79K/yr - $93K/yr
3+ years expGreenState Credit Union is dedicated to creating lasting value for its members and communities. The Private Banking Associate is responsible for advising members on Private Banking products, maintaining the banking portfolio, and supporting the Private Banking Relationship Manager. This role emphasizes teamwork, member service, and adherence to regulatory standards.
BankingFinanceFinancial Services
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 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
Qualification
Required
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
Benefits
Progressive benefit package
Company
GreenState Credit Union
GreenState Credit Union is a financial services company that specializes in online banking.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$100M2023-02-15Debt Financing· $100M
Leadership Team
Vikram Israni
CEO
Jenn Bleil
Chief People Officer
Recent News
Corridor Business Journal
2025-11-25
Corridor Business Journal
2025-11-20
Corridor Business Journal
2025-10-04
Company data provided by crunchbase