Job Description
The Video Member Service Representative will perform a wide range of duties to serve members via a remote video platform. Interactions with members could be through a kiosk in a branch, a mobile application, or through a home computer. Acting as a one stop information source, the Video Member Service Representative’s primary focus is to take, process, and close all loan applications independently and accurately. They are also responsible for opening new accounts, cross selling, and promoting Pelican products and services. The Video Member Service Representative must keep accurate records of all interactions as outlined in policies/procedures.
A DAY IN THE LIFE OF A VIDEO MEMBER SERVICE REPRESENTATIVE INCLUDES:
• Assist members by evaluating their needs and recommending loan options. Take and enter loan applications while working via video channels with a member. Close and disburse all consumer loan types.
• Responsible for opening business accounts and assisting members with their business account needs.
• Maintain a strong working knowledge of Pelican CU's products and services to promote or cross-sell to members based on their financial needs.
• Consistently meet any required sales goals as established by management.
• Actively work individual queue to ensure follow-up with members is completed in a timely manner.
VIDEO MEMBER SERVICE REPRESENTATIVE SKILLS AND QUALIFICATIONS INCLUDE:
• 2 years of experience to include lending, teller, and/or call center experience with a financial institution
◦ Prior experience in a video/remote environment within a financial institution is a plus
• Must have a strong background in a sales environment
• Must be eligible to be licensed to sell all necessary insurance products
• 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.
