Member Engagement Specialist

2 weeks ago


Covington, Louisiana, United States Pelican State Credit Union Full time

Member Service Representative

Join our dynamic team at Pelican State Credit Union as a dedicated Member Service Representative. This role is essential in delivering exceptional service to our members and ensuring their financial needs are met with professionalism and care.

Key Responsibilities:

  • Serve as the primary point of contact for members, assisting with inquiries and transactions.
  • Process loan applications and manage the workflow through to completion.
  • Maintain comprehensive knowledge of various financial products, including IRAs, to provide informed recommendations.
  • Review member accounts and consumer reports to identify opportunities for cross-selling services that benefit our members.
  • Achieve monthly sales targets while fostering a positive and engaging member experience.

Qualifications:

The ideal candidate will possess a High School Diploma or equivalent, along with a minimum of two years of experience in a financial institution, including roles in lending, teller services, or call center operations. Strong computer skills and a proven sales background are essential. Candidates must also be eligible to obtain necessary insurance licenses.

Benefits:

Our full-time employees enjoy a comprehensive benefits package, including:

  • Medical, dental, vision, and life insurance
  • Paid vacation and sick leave
  • Tuition reimbursement program
  • 14 paid holidays
  • 401K plan with employer matching contributions
  • Additional company contributions
  • Unlimited coffee and a supportive work environment

At Pelican State Credit Union, we are committed to fostering a diverse and inclusive workplace. We believe that our differences enhance our ability to serve our members and contribute to our community. We are proud to be an Equal Opportunity Employer and maintain a drug-free workplace.



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