Account Servicing Specialist

Pelican State Credit Union • Baton Rouge, LA

9d • $19 - $24 • Onsite

About The Position

Our Account Servicing Specialist is a key member of the credit union's member services team. Through various communication channels, including phone and text, the selected candidate will be responsible for delivering exceptional account servicing support to credit union members, various departments, and branches. This role involves handling a diverse range of specialized accounts and tasks related to deceased accounts, IRAs, credit bureau disputes, and other account-related matters.

Requirements

• 2 years of similar or related experience in servicing accounts within a financial institution.
• A high school education or GED.
• Excellent oral, written, and telephone communication skills.
• Strong problem-solving, attention to detail, and member service skills.
• Proficiency in Microsoft Office products, especially Excel.

Responsibilities

• Provide comprehensive account servicing support to credit union members, addressing inquiries, requests, and concerns.
• Open and service IRA, HSA, and Trust accounts. Monitor transaction activity to ensure proper processing and coding, balancing distributions, and contributions for tax reporting purposes.
• Work in quality assurance capacity to monitor, follow-up, and track audit, production, and transaction reports, outages, and functionality of assigned systems.
• Assist with special projects such as but not limited to opening products during promotions, mass compliance issues, and product additions or deletions.
• Serve as Shared Branch contact and liaison to handle disputes, adjustments, reporting, and branch updates with the Accounting Department to ensure entries are in balance.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED