Member Services & Sales Specialist (Floater)

Neighbors FCU; Baton Rouge (LA); On-site; USD 42,000 - 47,000; Full time

Job summary

Neighbors FCU in Baton Rouge, LA is seeking a Member Service Representative, Floater to deliver courteous financial services across multiple branches. The role emphasizes member relations, sales support, and problem resolution while maintaining product knowledge.

You will float among NFCU locations, assist with new accounts, lending inquiries, and service requests, ensuring accurate data entry and regulatory compliance.

Qualifications

• High School diploma or equivalent required; college degree preferred.
• Two years’ experience in a credit union or financial institution preferred with strong member service experience.
• Strong member service focus and sales aptitude.

Responsibilities

• Represent the credit union to members in a courteous, professional manner.
• Contribute to the fulfillment of branch and credit union sales and service goals.
• Make proactive contacts to existing and prospective members.
• Identify and expand the members’ products per household (share of wallet).
• Deliver consultative member experience to uncover needs relating to members personal financial goals.
• Profile existing and prospective members to identify needs to provide sound financial information and referrals.
• Evaluate member eligibility using ChexSystems and account history.
• Support branch performance plan to increase member loyalty and Net Promoter Score.
• Provide informed, accurate professional, friendly service to all members.
• Perpetuate teamwork in the branch and align with Neighbors’ strategic goals.
• Assist management in balancing ITMs and Recycler.
• Maintain knowledge of regulatory requirements (BSA, security protocols).
• Perform other duties as required.

Skills

Reading & Writing

Numerical accuracy

Customer service

Effective communication

Education

High School Diploma or equivalent

Tools

ChexSystems

CRM systems

Job description

Neighbors FCU in Baton Rouge, LA is seeking a Member Service Representative, Floater to deliver courteous financial services across multiple branches. The role emphasizes member relations, sales support, and problem resolution while maintaining product knowledge.

You will float among NFCU locations, assist with new accounts, lending inquiries, and service requests, ensuring accurate data entry and regulatory compliance.