Member Service Representative I or II- On Site
Listed on 2026-08-22
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Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service, Bilingual
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Member Service Representative I or II- On Site
Full Time Lake Charles, LA, US
Salary Range: $23.07 To $27.00 Hourly
Are you ready to launch your career? What better way for your career to take flight than at one of the most financially solid credit unions in the nation. As a not-for-profit financial institution, we do what we do for all the right reasons. We are owned by our members, and therefore our primary focus is helping our members fulfill their financial dreams—and it all starts with our employees.
Our workforce reflects a team of diverse and creative individuals that are dedicated to working together, demonstrating a culture of inclusion and camaraderie to each other, and then giving our best to those that we serve. Come Join Our Team!
Summary of Primary FunctionsUnder limited supervision will be responsible for the promotion of credit union products and services to members either on the telephone or in person. Provides counsel to new and existing members in regards to the various credit union services and investment opportunities available, with an emphasis on all current promotions. Performs assigned teller tasks associated with the processing of member transactions as required.
These transactions include, but are not limited to, member inquiries, processing mail, and authorized account changes. May assist members with opening new accounts (Regular Shares, Share Draft, Money Market, Term Accounts, IRAs, etc.). May provide support to Tellers and MSRs as needed. Responsible for staying current with all applicable policies and procedures. The Member Service Representative II will also provide cross-functional support to other departments as needed.
Job-sharing responsibilities may include, but are not limited to, assisting the Call Center, Consumer Lending, Card Services, and Collections departments to support operational needs and provide a seamless member experience.
High school graduate or equivalent. Two years experience within a financial institution with demonstrated success in a sales environment. Expert knowledge of Teller functions, MSR functions, new accounts, member service, and loan products. Ability to professionally assist members with all credit union products and services in accordance with all credit union policies and procedures. Expert knowledgeable of credit union products and services.
Ability to manage workflow with limited supervision. Strong organizational and communication skills, with an emphasis on professionalism and delivering a high quality of member service. Must have a working knowledge of Microsoft Word and expert knowledge of the credit union’s core system.
- Responsible for the promotion of credit union products and services
- Assist with daily member inquiries, including, but not limited to, savings rates, loan rates, Master Card accounts, and account inquiries
- Assists members with all credit union products and services including, but not limited to, share accounts loan products, term accounts, and IRAs
- Answer basic and non-routine member inquiries regarding credit union policies and procedures
- Resolves both basic and non-routine member inquiries related to transaction errors
- Process loan requests in a timely manner which meets the organization’sobjectives
- Provides phone support to the members calling the Call Center
- May review and verify the releasing of all regional secured titles to appropriate parties
- Interface with loan officer on behalf ofmembers
- Follow-up and advise members of loandecisions
- Provide basic and routine real estateinformation
- Insure the completeness and accuracy of all documentsreceived
- Perform clerical functions including data input and typing of designatedforms
- Review and process incoming mail
- Supports management in attaining organizational goals and objectives
- Participate in ongoing Employee Self Development training sessions
- Provide support in various areas as needed
- Retrieve voice messages from credit union telephone system and distribute as appropriate
- Perform…
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