Branch Records & Member Services Specialist

Essential Credit Union; Gonzales (LA); On-site; USD 32,000 - 38,000; Full time

Job summary

Essential Credit Union in Gonzales, LA is seeking a detail-oriented Records/Clerical Associate to maintain member files and documents. Responsibilities include organizing files, creating folders for new accounts, and handling statements and signatures with accuracy and confidentiality.

The role emphasizes compliance with NCUA regulations, strong customer service, and reliable, punctual performance in a financial setting.

Qualifications

• High school diploma or GED required.
• Demonstrated ability to provide quality member service.
• Familiarity with office software and filing systems.

Responsibilities

• Accurately file and organize member information, manually or electronically.
• Create and maintain folders for new member accounts with name and account number.
• Provide copies of statements on request or as directed.
• File signature cards and loan folders to support efficiency.
• Scan, photocopy, and store documents as needed.

Skills

Interpersonal skills

Customer service

Attention to detail

Critical judgment

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Essential Credit Union in Gonzales, LA is seeking a detail-oriented Records/Clerical Associate to maintain member files and documents. Responsibilities include organizing files, creating folders for new accounts, and handling statements and signatures with accuracy and confidentiality.

The role emphasizes compliance with NCUA regulations, strong customer service, and reliable, punctual performance in a financial setting.