Member Records & Services Specialist

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

Job summary

Essential Credit Union in Baton Rouge, LA is seeking a detail-oriented Records Clerk to maintain member files and office records. You will perform filing, photocopying, typing folder labels, assembling reports, and related clerical tasks to support daily operations.

The role requires at least a high school diploma and about one year of experience in a financial institution, with strong Microsoft Office skills and a commitment to accuracy and confidentiality.

Qualifications

• One year of experience in a financial institution setting.
• Strong organizational skills.
• Attention to detail and accuracy.

Responsibilities

• Organize and file member information electronically.
• Create new folders with name and account numbers for new member accounts.
• Obtain and provide copies of statements on request.
• File all signature cards.
• File loan folders pulled during the day.
• Ensure archive records are stored and accessible.
• Maintain on-hand records for ready access.
• Monitor supplies and notify when to reorder.
• Scan and store documents as needed.
• Photocopy documents as requested.

Skills

Filing

Customer service

Data entry

Interpersonal skills

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Essential Credit Union in Baton Rouge, LA is seeking a detail-oriented Records Clerk to maintain member files and office records. You will perform filing, photocopying, typing folder labels, assembling reports, and related clerical tasks to support daily operations.

The role requires at least a high school diploma and about one year of experience in a financial institution, with strong Microsoft Office skills and a commitment to accuracy and confidentiality.