Pelican State Credit Union

Monroe; Monroe (LA); On-site; USD 24,000 - 30,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Health Savings Account contributions

Employer-Paid Life Insurance

Paid Vacation & Sick Leave

15 Paid Holidays per year

Job summary

Pelican Credit Union in Monroe, LA, is seeking a Member Experience Representative to greet members and assist with financial needs across in-person, phone, and digital channels. This front-line role handles transactions and supports lobby and teller operations in a sales-oriented environment.

The ideal candidate has strong cash-handling and service skills, a customer-first attitude, and comfort meeting monthly sales goals. This is a full-time position at our Monroe branch.

Qualifications

• Minimum of 1 year of continuous job experience.
• A High School Diploma or equivalent.
• Previous experience within a financial institution is a plus.
• Excellent oral, written, and telephone communication skills.
• Strong problem-solving and member service skills.
• Working knowledge of Microsoft Office products, especially Word, Excel, and PPT.

Responsibilities

• Greet members and act as a concierge for lobby flow.
• Perform routine transactions: deposits, withdrawals, transfers, loan payments, check cashing.
• Assist members with opening/closing accounts.
• Balance teller drawer at day end.
• Support ITM operations and be a resource.
• Promote and cross-sell Pelican products and services.
• Other duties as assigned.

Skills

Customer service

Cash handling

Sales skills

Communication skills

Problem solving

Education

High School Diploma or equivalent

Tools

Microsoft Office

Word

Excel

PowerPoint

Job description

Member Experience Representative is responsible for greeting all members when they enter the branch and assisting them with their financial needs. This is a front-line role responsible for delivering outstanding service and support to members through various channels, including in-person, by phone, and through text and digital messaging. This position performs a variety of financial transactions and supports both lobby and teller operations. Our ideal candidate has a positive, can-do attitude, and is a problem-solver with strong cash-handling and member service skills. Additionally, the candidate should be comfortable in a sales environment and be able to meet monthly sales goals.

A DAY IN THE LIFE OF A MEMBER EXPERIENCE REPRESENTATIVEINCLUDE:

• Serving as a member experience concierge for members entering the branch and coordinating lobby flow.
• Performing routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers, and check cashing.
• Assisting members in the opening and closing of accounts.
• Balancing the teller drawer at the end of the day.
• Supporting ITM (Interactive Teller Machine) operations and serving as a knowledgeable resource.
• Promoting and cross-selling Pelican products and services to members to fit their financial needs.
• Performing other job-related duties as assigned.

MEMBER EXPERIENCE REPRESENTATIVESKILLS AND QUALIFICATIONS INCLUDE:

• Minimum of 1 year of continuous job experience.
• A High School Diploma or equivalent.
• Previous experience within a financial institution is a plus.
• Excellent oral, written, and telephone communication skills.
• Strong problem-solving and member service skills.
• Working knowledge of Microsoft Office products, especially Word, Excel, and PPT.

OTHER THINGS YOU MAY WANT TO KNOW ABOUT THIS POSITION:

• Work Schedule

  • Monday – Friday
    • 8:30 am – 5:30 pm

• Travel

  • Travel is not necessary for this position.

• Work Site Location

  • All work will be performed at our Monroe Branch at 280 Louisville Ave Suite 1, Monroe, LA 71201.

WHY SHOULD YOU JOIN THE PELICAN TEAM?

Since 1956, Pelican Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana now serving over 78,000 members nationwide. Because of our continued growth, Pelican Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture.

Our culture is grounded in faith, and we strive to live the golden rule of ‘love thy neighbor’. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skill sets. We believe our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities.

Our full-time employees enjoy amazing benefits including:

• Medical, Dental, and Vision Insurance with generous employer premium contributions
• Health Savings Account contributions for eligible employees
• Employer-Paid Life Insurance
• Paid Vacation & Sick Leave
• 15 Paid Holidays each year, which includes a Cultural Floating Holiday
• 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5% after 1 year of employment

Pelican Credit Union is an Equal Opportunity Employer. All Credit Union campuses are tobacco and vape-free.

Pay Type: Hourly

Pay Rate: $17.46 - $21.82

Travel: Not Required

Education Level: High School