Member Service Representative: Eastbank & Westbank of Jefferson Parish jobs in United States
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Luminate · 21 hours ago

Member Service Representative: Eastbank & Westbank of Jefferson Parish

Luminate is seeking Member Service Representatives for the Jefferson Parish Employees Federal Credit Union. The role involves serving as a liaison between members and the Credit Union, providing account information, and handling daily member needs.

CommunitiesCreditFinancial ServicesNon Profit

Responsibilities

Represent the Credit Union to the members in a courteous and professional manner and provide prompt, efficient and accurate service in the processing of transactions
Perform routine transactions, including but not limited to processing deposits, withdrawals, loan payments received in-person, through night drop and from U.S. Postal mail, and transfers; issuing temporary checks and ATM/VISA Debit cards, check cashing, selling stamps and opening accounts, CD’s & IRA’s
Provide in person and by telephone, general and specific service-related information concerning Credit Union services or policies
Respond to members’ requests, problems and complaints, and/or direct them to the proper person for specific information and assistance
Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership
Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, line of credit advances and any other requests received from members
Conduct orientation interviews on Credit Union services and programs with each new Credit Union member
Responsible for issuing and balancing money orders, travelers’ checks, and Credit Union checks in a daily basis. Also responsible for activity reporting and remittance

Qualification

Symitar Episys Core SystemBasic mathematical skillsCustomer service experienceAccount managementInterpersonal skills

Required

Professional, well-developed interpersonal skills necessary for servicing Credit Union members and projecting a positive image as representative for the Credit Union
Work requires extensive knowledge of all Credit Union products and services
These characteristics are normally acquired through completion of education up to the equivalent of a four-year high school education plus some similar or related experience in the member service and/or teller area of a Credit Union or financial institution
Basic mathematical skills required (adding, subtracting, multiplying, dividing.)
This job requires standing and sitting the majority of the day and occasional bending, twisting, reaching above and at below shoulder level, finger dexterity, handling or filing objects, tools or controls, talking and hearing
The position requires frequent lifting of up to 10 pounds and occasional lifting of up to 35 pounds

Preferred

Symitar Episys Core System preferred

Company

Luminate

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Unveiling Luminate! We are committed to illuminating the path forward for credit unions in LA. Collaborate. Innovate. Thrive.

Funding

Current Stage
Early Stage

Leadership Team

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Juan Fernández Ceballos, MBA, CUDE
Chief Executive Officer
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Abby Trauth
Director of Partnerships & Education
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