Job Description
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.
A DAY IN THE LIFE OF AN ACCOUNT SERVICING SPECIALIST INCLUDES:
• 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.
ACCOUNT SERVICING SPECIALIST SKILLS AND QUALIFICATIONS INCLUDE:
• 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
OTHER THINGS YOU MAY WANT TO KNOW ABOUT THIS POSITION:
• Work Schedule
◦ Monday – Friday
▪ 8:00 am – 5:00 pm
• Travel
◦ Travel is rarely necessary for this position.
• Work Site Location
◦ All work will be performed at our beautiful Corporate Campus located at 2675 O'Neal Lane Baton Rouge, LA 70816
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.
