Member Experience & Banking Solutions Advisor

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

Job summary

Essential Credit Union seeks a Customer Service Representative to provide outstanding member service and build trusted relationships in Walker, LA. You’ll educate members on accounts, loans, and products while supporting sales goals and high-quality service standards.

Responsibilities include opening accounts, processing loans, handling wires, and promoting self-service tools. Strong communication and discretion are essential for success in this role.

Qualifications

• Delivers excellent member service and resolves questions promptly.
• Builds relationships and educates members on services and products.
• Works toward sales goals with accuracy and integrity.
• Communicates clearly and handles sensitive situations tactfully.

Responsibilities

• Open and educate members on services/products such as Visa cards and online banking.
• Drive sales and referrals through a broad product set including banking, insurance and investments.
• Act as a financial advisor and be accountable for sales outcomes.
• Build a book of business by developing relationships to contribute to the center's success.
• Assist with member services including accounts, certificates, wires, fraud resolution, notary and more.

Skills

Member service

Sales goals

Customer education

Job description

Essential Credit Union seeks a Customer Service Representative to provide outstanding member service and build trusted relationships in Walker, LA. You’ll educate members on accounts, loans, and products while supporting sales goals and high-quality service standards.

Responsibilities include opening accounts, processing loans, handling wires, and promoting self-service tools. Strong communication and discretion are essential for success in this role.