Member Service & Banking Advisor

Essential-Credit-Union; Baton Rouge (LA); Presencial; USD 21.000 - 26.000; Jornada completa

Descripción de la vacante

Essential-Credit-Union in Baton Rouge seeks a Member Service Representative to deliver exceptional member service while promoting a broad range of banking products. You’ll educate members on services, open accounts, and help with loans, disclosures, and referrals.

The role emphasizes sales goals and customer satisfaction, with opportunities to advise on complex products and support branch operations as needed.

Formación

• Experience in customer service or member-facing roles.
• Ability to explain products and services clearly.
• Strong interpersonal and communication skills.

Responsabilidades

• Open various new accounts and educate members on services/products.
• Drive sales and referrals through service with a broad product set.
• Assist members with loan applications and related documentation.
• Process credit card/loan applications for members and manage wires.
• Provide backup support to tellers when needed.
• Explain and expedite IRA certificates opening/closing/rollovers.

Conocimientos

Member service

Sales goals

Financial guidance

Descripción del empleo

Essential-Credit-Union in Baton Rouge seeks a Member Service Representative to deliver exceptional member service while promoting a broad range of banking products. You’ll educate members on services, open accounts, and help with loans, disclosures, and referrals.

The role emphasizes sales goals and customer satisfaction, with opportunities to advise on complex products and support branch operations as needed.