Branch Service Representative Job Zachary area,Louisiana USA,Finance & Banking

Position: Branch Service Representative I

Description

EFCU Financial

EFCU Financial – Make a Difference Every Day

EFCU Financial isn’t just a great place to work - it’s a place where you can create meaningful impact. As one of the Best Places to Work in the Greater Baton Rouge Area, we are driven by our core values of integrity, innovation, inclusion, and service. These values guide everything we do from empowering our members to uplifting our community and supporting one another as a team.

When you join EFCU Financial, you’re not simply starting a job. You’re stepping into a mission-focused environment where helping people achieve financial freedom, build brighter futures, and find peace of mind is at the heart of every interaction. Every conversation you have, every solution you provide, and every idea you share contributes to making a real difference.

We proudly offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Benefits include medical, dental, and vision insurance; paid time off and holidays; parental leave; a 401(k) with employer contributions; short- and long-term disability; life insurance; an HSA; pet insurance; team member loan discounts; incentive plans; an employee referral program; and service awards recognizing your dedication.

Branch Service Representative serves as liaison between the member and the Credit Union. Responsible for processing member transactions, maintaining a cash drawer, providing account information and solutions to members, and opening new accounts. Attends to all telephone, online and walk-in inquiries from members. Responsible for maintaining knowledge of EFCU Financial products and services, and for making recommendations to members for products and services.

Responsible for assisting members in a professional and courteous manner with any and all questions or problems.

Duties and Responsibilities:

Member Experience & Service Delivery

Assist members with routine financial transactions including deposits, withdrawals, loan payments, transfers, and check cashing.

Respond to member inquiries via phone, online channels, and in person in a courteous and professional manner.

Open and maintain member accounts including savings, checking, certificates, and IRAs.

Provide accurate information regarding Credit Union products, services, and policies.

Support basic lending needs by facilitating loan applications and assisting with loan-related questions.

Operational Accuracy & Cash Handling

Maintain and balance an individual cash drawer daily with accuracy and adherence to policy.

Ensure compliance with the Bank Secrecy Act including CTR, SAR, and CIP requirements.

Process file maintenance, account changes, and member requests correctly and timely.

Support safe deposit box procedures including opening, access, and documentation.

Compliance, Security & Risk Management

Ensure adherence to all Credit Union policies, regulatory requirements, and security procedures.

Protect member information and always maintain confidentiality.

Report suspicious activity and follow established fraud prevention procedures.

Ensure work areas remain clean, organized, and secure.

Member Engagement

Actively identify and recommend products and services that meet member needs.

Achieve or exceed referral and sales goals

Counsel members regarding financial solutions and money management as appropriate.

Team Support & Collaboration

Maintain effective working relationships with team members and leadership.

Communicate issues, trends, or member concerns to leadership.

Participate in training and cross-training activities to enhance operational knowledge.

Other Duties

Support branch operations on Saturdays as scheduled.

Act as backup to the Contact Center as needed.

Other duties as assigned.

Pay…