Financial Service Representative II: Belle Chasse jobs in United States
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Luminate · 8 hours ago

Financial Service Representative II: Belle Chasse

positionBelle Chasse, LA
timeFull-time
remoteOnsite
seniorityMid Level
money$35K/yr - $54K/yr

Luminate is a financial institution seeking a Financial Service Representative II who will provide exceptional service to members while handling financial transactions. The role includes digital banking support, account services, and enhancing the member experience through various financial solutions.

CommunitiesCreditFinancial ServicesNon Profit

Responsibilities

Assist members with financial transactions, including deposits, withdrawals, transfers, and loan payments
Provide accurate and efficient processing of transactions while ensuring compliance with policies and procedures
Deliver excellent customer service by addressing member inquiries, resolving concerns, and offering financial solutions
Promote credit union products and services by identifying member needs and cross-selling appropriate solutions
Assist with opening new accounts, including savings, checking, and certificates, as well as loan applications
Process instant issue debit card requests and support digital banking inquiries
Maintain a secure, organized, and professional workspace
Adhere to all security, compliance, and confidentiality policies to protect member information
Support lobby management by assisting members and directing them to the appropriate department or representative
Other duties as assigned by the supervisor

Qualification

Customer serviceDigital banking supportFinancial transactionsCommunication skillsDetail-oriented

Required

High school diploma or equivalent
Strong customer service skills
Excellent communication skills
Passion for helping others

Preferred

Previous experience in a financial institution

Benefits

Health, dental, and vision insurance
Retirement savings plan
Paid time off and holidays
Ongoing training and professional development opportunities

Company

Luminate

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Unveiling Luminate! We are committed to illuminating the path forward for credit unions in LA. Collaborate. Innovate. Thrive.
dateFounded in 1934
location
Metairie, Louisiana, USA
people-size11-50 employees
web-link
https://luminate.coop

Funding

Current Stage
Early Stage

Leadership Team

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Juan Fernández Ceballos, MBA, CUDE
Chief Executive Officer
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Abby Trauth
Director of Partnerships & Education
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Company data provided by crunchbase