Branch Records & Admin Specialist

Essential Credit Union; Baton Rouge (LA); On-site; USD 32,000 - 42,000; Full time

Job summary

Essential Credit Union seeks a diligent Records & File Clerk to maintain member files and related documents. You will organize, file, scan, copy, and prepare reports, ensuring accuracy and accessibility of records in a fast-paced credit union environment.

Requirements include a High School Diploma or GED, at least one year in a financial setting, and proficiency with Microsoft Office. Strong attention to detail, confidentiality, and reliable attendance are essential for success.

Qualifications

• Must have good interpersonal skills to service members and colleagues.
• Ability to apply critical judgment in day-to-day tasks.
• Experience in customer service or financial settings is preferred.

Responsibilities

• Accurately organize and file member information, in paper or electronic form.
• Create and maintain folders with names and account numbers for new members.
• Obtain and provide copies of statements as requested.
• File signature cards and loan folders for daily workflow.
• Ensure records are current, organized, and accessible.
• Maintain inventory of supplies and request orders as needed.
• Scan, store, and photocopy documents as required.

Skills

Interpersonal skills

Critical judgment

Customer service

Education

High School Diploma or GED

Tools

Microsoft Office

Desktop computers

Job description

Essential Credit Union seeks a diligent Records & File Clerk to maintain member files and related documents. You will organize, file, scan, copy, and prepare reports, ensuring accuracy and accessibility of records in a fast-paced credit union environment.

Requirements include a High School Diploma or GED, at least one year in a financial setting, and proficiency with Microsoft Office. Strong attention to detail, confidentiality, and reliable attendance are essential for success.