Member Service Representative

Company: Pelican State Credit Union
Location: Zachary
Posted on: May 24, 2023

Job Description:

The role of the Member Service Representative will be assisting our members with their financial needs including, but not limited to, receiving all loan applications, reviewing credit reports, and processing independently through to closing. They will also be responsible for promoting and cross-selling Pelican's products in a way that is beneficial to our members. This position has the potential to earn monthly incentives based on attaining and exceeding sales goals.


A DAY IN THE LIFE OF A MEMBER SERVICE REPRESENTATIVE INCLUDE:

--- Perform routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers, and check cashing.

--- Maintain a strong working knowledge of Pelican State CU's products and services.

--- Balance transactions and verify cash totals. Investigate and resolve out-of-balance conditions.

--- Enter loan applications. Close and disburse all consumer loan types.

--- Efficiently and accurately back up tellers when needed, including balancing the cash drawer at the end of the day.


MEMBER SERVICE REPRESENTATIVE SKILLS AND QUALIFICATIONS INCLUDE:

--- High school diploma or equivalent

--- 2 years of experience including lending, teller, or call center experience with a financial institution. Must have a strong background in sales.

--- All candidates must be eligible to be licensed to sell all necessary insurance products

--- Excellent oral, written, and telephone communication skills.

--- Strong problem-solving, attention to detail, and member service skills.

OTHER THINGS YOU MAY WANT TO KNOW ABOUT THIS POSITION:

--- Work Schedule

o. Monday - Friday

--- 8:30 am - 5:30 pm

--- Travel

p. Travel is not necessary for this position.

--- Work Site Location

q. All work will be performed at our Zachary Branch located at 5850 Main Street, Zachary, LA 70791.


WHY SHOULD YOU JOIN THE PELICAN TEAM?

Since 1956, Pelican State Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana now serving over 68,000 members nationwide. Because of our continued growth, Pelican State Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture.

Our culture is grounded in faith, and we strive to live the golden rule of 'love thy neighbor'. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skillsets. We believe that our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities.

Our full-time employees enjoy amazing benefits including:

--- Medical, Dental, and Vision Insurance with generous employer premium contributions

--- Health Savings Account with employer contributions for eligible employees

--- Employer-Paid Group Life Insurance

--- Voluntary Dependent Life Insurance

--- Retiree insurance for eligible employees

--- Paid Vacation & Sick Leave

--- 15 Paid Holidays, including a Cultural Floating Holiday

--- 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5%

--- Paid Time Off to volunteer with approved non-profits and charities

--- Tuition Reimbursement Program


Pelican State Credit Union is an Equal Opportunity Employer and a drug-free workplace. All locations are tobacco-free facilities.

Keywords: Pelican State Credit Union, Baton Rouge , Member Service Representative, Sales , Zachary, Louisiana