Financial Services Representative II (Lending)

Instep Credit Union; Belle Chasse (LA); On-site; USD 32,000 - 52,000; Full time

Job summary

Instep Credit Union in Belle Chasse, LA, is seeking a member-focused financial services associate to handle teller transactions, open accounts, promote credit union products, and support lending activities. This role blends relationship-building with practical problem solving to deliver a seamless member experience.

You will process loan applications, explain loan decisions, assist with transactions, and help with branch operations while delivering outstanding service in a fast-paced environment.

Qualifications

• Minimum 1.5 years of lending experience.
• Strong customer service and communication skills.
• Ability to multitask in a fast-paced environment.
• Sales and relationship-building mindset.

Responsibilities

• Open accounts and assist with teller transactions.
• Promote credit union products and services to members.
• Process loan applications and explain loan decisions to members.
• Assist with transactions and support branch operations.

Skills

Customer service

Communication

Multitasking

Sales

Relationship building

Job description

Help members achieve their financial goals by providing exceptional service, account assistance, consumer lending support, and teller transactions. This role combines relationship building, problem solving, sales, and financial guidance to deliver a seamless member experience. Responsibilities include opening accounts, promoting credit union products and services, processing loan applications, explaining loan decisions, assisting with transactions, and supporting branch operations.

Qualifications

• Minimum 1.5 years of lending experience
• Strong customer service and communication skills
• Ability to multitask in a fast-paced environment
• Sales and relationship-building mindset

This position is ideal for someone who enjoys helping people, solving problems, and making a positive impact on members' financial well-being.