Account Servicing Specialist (Baton Rouge, LA)

The role of the Account Servicing Specialist is a key member of the credit union's member services team, responsible for delivering exceptional account servicing support to credit union members, various departments, and branches. This role involves handling a diverse range of tasks related to deceased accounts, IRAs, credit bureau disputes, and other specialized account-related matters. The ideal candidate is a go-getter who thrives in a fast-paced environment and has a passion for serving others. Proficiency in Microsoft Office Products is a must! They should be comfortable working independently and as a contributing member of a team. Meeting deadlines and attention to detail are critical pieces of this position. Our Account Servicing Specialist must embody Pelican’s Core Values and provide excellent service in all that they do.    

A Day in the Life of an Account Servicing Specialist INCLUDES:

• Providing comprehensive account servicing support to credit union members, addressing inquiries, requests, and concerns.
• Working in a quality assurance capacity to monitor, follow-up, and track audit, production, and transaction reports, outages, and functionality of assigned systems.
• Investigating and resolving credit bureau disputes and inaccuracies on members' credit reports, working closely with credit reporting agencies and members to ensure accurate reporting.
• Serving as an administrator for third-party products, including helping with outages, login issues, password resets, and add/modify user setup for vendors.
• Maintain and service deceased memberships, ensuring proper documentation is received and paid out to the appropriate administrator or beneficiary, filing Credit Life claims, updating records as necessary, and other related tasks.

Account Servicing Specialist Skills and qualifications include:

• A high school education or GED
• Minimum of one year of similar or related experience to include heavy data entry and experience with a financial institution or with credit bureaus
• 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 in Baton Rouge, LA.

Why should you join the pelican team?

Since 1956, Pelican State 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 68,000 members nationwide. Because of our continued growth, Pelican State 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 that 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 with employer contributions for eligible employees.
• Employer-Paid Group Life Insurance.
• Voluntary Dependent Life Insurance.
• Retiree insurance for eligible employees.
• Paid Vacation & Sick Leave.
• 15 Paid Holidays, including a Cultural Floating Holiday.
• 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5%.
• Paid Time Off to volunteer with approved non-profits and charities.
• Tuition Reimbursement Program.

Pelican State Credit Union is an Equal Opportunity Employer and a drug-free workplace. All locations are tobacco-free facilities.