Professional Services Coder I
Member service representative job in New Orleans, LA
This position is responsible for the timely abstraction and coding of professional services based on provider documentation, ensuring that all services comply with the Tulane University Medical Group (TUMG) Guidelines. Responsibilities also include maintaining knowledge base relative to billing functions, internal and external regulations, and documentation issues. This person must be able to work independently and process large quantities of data. The ability to communicate clearly and professionally with providers, administrators (DBON), and the TUMG staff. Responding timely and accurately to inquiries are key elements required of the individual in this position.• Proficient computer skills and a working knowledge of Microsoft Office software applications, including Word and Excel.
* Accurate keyboarding skills
* Excellent written and verbal communication skills.
* Ability to work independently and demonstrate initiative
* Good organizational skills.
* Ability to be flexible and proactive in a changing environment.
* Tactful and professional interpersonal relationships with others.
SPECIAL REQUIRED ABILITY FOR INCUMBENTS WHO HAVE CONTACT OR EXPOSURE TO ANIMALS OR ANIMAL TISSUES:
Ability to complete and pass successfully the required occupational health screening referenced in the University's Animal Handler Health Surveillance Program on an annual basis.
REQUIRED BACKGROUND CHECK, PHYSICAL, AND DRUG SCREENING FOR INCUMBENTS WHO HAVE CONTACT OR EXPOSURE TO ANIMALS OR ANIMAL TISSUES:
Selected candidates must complete and pass a background check and an occupational health screening as a condition of employment. For identified jobs, a drug screening will also be required. The background investigation, required occupational health screening, and any required drug screening will be conducted after a conditional employment offer has been extended.
* High School Diploma/Equivalent and three years' multispecialty physician services coding experience.
OR
* Certified Professional Coder with one-year multispecialty physician services coding experience.• High school diploma or equivalent plus certification as a Certified Professional Coder (CPC) or Certified Coding Specialist (CCS)
* Working knowledge of revenue cycle or Certified Profession Biller
* One year IDX Meditech and EMR experience
Financial Service Representative l - Jefferson Financial FCU Lapalco 4924
Member service representative job in Marrero, LA
JOIN THE EXTRAORDINARY TEAM AT JEFFERSON FINANCIAL FCU A DIVISION OF KEESLER FEDERAL CREDIT UNION
Travel may be required during training. Additional details will be discussed during the interview.
EXTRAORDINARY BENEFITS:
Medical, dental, and vision insurance
Short Term & Long Term Disability Benefits
Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses
Employee and Dependent Life Insurance
401(k) Retirement Plan with 100% match on the first 5% contributed by you
Paid Leave
11 Paid Holidays
Tuition Reimbursement
Competitive Scholarships
EAP (Employee Assistance Program)
WE CURRENTLY DO NOT SPONSOR WORK RELATED VISAS
Position: Financial Services Representative I (FSR I)
Department: Retail Operations
Reports To: Branch Manager
FLSA: Non-Exempt
SUMMARY
Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer & business member accounts and cross selling services to members. Explains products' and/or services' value, benefits, features, rates and fees to members. Using the AIDINC process as outlined in The Member Advantage (TMA) training, is responsible for conducting a high quality interview with members and potential members to satisfy their needs. Through the use of the Opening Act (OA) system, creates membership, new account, and deposit services in Symitar. Also uses Opening Act to build and submit loan applications to Central Lending Decision Makers for a decision. If an application is immediately approved by the system, (under the guidance of the Branch Manager, Assistant Branch Manager, or Loan Officer), takes steps to disburse the loan. Represents the credit union in a professional, friendly, courteous manner. Gives prompt, efficient, and accurate service in the processing of all transactions. Stays current with credit union membership requirements, deposit products, services, loan products, and marketing campaigns.
ESSENTIAL FUNCTIONS
Using Opening Act and/or Symitar, opens and processes required documentation for all types of consumer & business deposit accounts including individual retirement accounts and certificates of deposit.
Orders and statuses ATM and Debit cards through Card Creation Wizard or utilizes Card@Once to provide members with ATM and Debit cards instantly. Handles ATM and Debit card disputes and fraud disputes.
Conducts quality interviews with members using the AIDINC system to meet member needs through credit union products and services.
Within the scope of an FSR I authority, accepts deposits and payments and performs withdrawals or loan advances. These transactions are performed on a variety of transaction and savings products as well as a variety of loan types, including credit cards. At the conclusion of a member interaction, reads back members' receipts in order to verify and finalize the accuracy of the transaction.
Within the scope of an FSRI authority, maintains control of cash by double counting all cash received and disbursed, or being diligent as the 2
nd
party in any dual control procedure.
In opening new accounts, verifies checks for deposit are made payable to parties presenting them for negotiation, properly endorsed, and deposited in accordance with credit union policy, for new accounts and, if applicable, Reg CC. A determination of collectability based on the actual check and the member presenting the item may require an extended hold. Utilizes True Checks within prescribed guidelines.
Provides account information such as current balances, transaction history, dates & amounts of deposits and loan pay-offs (excluding business loans), only for the member account owner(s) for consumer & business accounts.
Works to resolve members' concerns, complaints, discrepancies, and problems through use of available resources, effective use of KFCU computer systems and product knowledge. Refers problems through the chain-of-command for resolution. Utilizes the Synapsys CRM to effectively track member concerns.
Uses Opening Act system and the AIDINC process to complete quality consumer & business loan applications over the phone or in person. The goal of the loan application interview is to meet member needs and minimize pending applications.
Routes the loan applications and any supporting documentation to Central Lending Decision Makers for disposition via Opening Act Priority 1 or Priority 2 queue.
In the event of a declined loan, the FSR I clearly communicates the decision and how it was determined to the member in a positive and tactful manner. The FSR I should be able to advise the borrower(s) on proactive steps they can take to hopefully improve their prospects on their next application or improve their credit score.
Upon loan approval, disburses the loan in accordance with guidelines and procedures. Ensures that all paperwork and documents for closure of loan are correctly completed. The goal in loan closing is to ensure that the member and KFCU are fully protected. It is imperative that any collateral offered for security has KFCU listed as lienholder, the member is aware of their requirement to maintain collateral insurance, and the terms to avoid defalcation are fully understood by the borrower(s).
Like a concierge and utilizing TMA behavioral styles as a guide, provides insightful guidance and assists members through the process of opening deposit accounts, loans and other services using the AIDINC process.
Consistent with the view that Sales is Service and Service is Sales, strives to exceed the goals set by the credit union with regard to member service and sales of all products and services offered by the credit union.
Upholds all member information in the strictest confidence.
Accurately interprets the Fair Credit Reporting Act as it applies to credit union loans.
Completes, with an acceptable grade, all training for this position as directed by management and actively participates in training classes.
In support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies. Effectively uses TMA skills to open new products and services for membership.
Maintains proficiency in Symitar, COWWW, Synergy, Synapsys CRM, Outlook, Microsoft Office, Opening Act and any other computer systems necessary to perform the job satisfactorily.
Responsible for compliance with all Federal regulations including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Red Flag Program and REG CC.
Utilizes The Member Advantage AIDINC system to identify potential member (internal or external) service needs which can be met through the sale of credit union products and services, or adherence to the department's policy and procedures. This can be affected through direct sale and in many cases referral to another team member. Effective use of the Synapsys CRM to create, monitor, and manage sales and referrals is required for consumer & business accounts.
Provides merchant referrals directly to the merchant for business accounts.
Other Duties and Responsibilities:
Maintains branch office equipment and supplies necessary to keep office working efficiently.
Assists in balancing the ATM as directed by the Branch Manager or Assistant Branch Manager.
Assists in the balancing of Night Depository as directed by the Branch Manager or Assistant Branch Manager.
Miscellaneous duties as assigned.
KNOWLEDGE & SKILLS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
A high school education or GED.
Community college coursework is desired.
Experience and Other Requirements:
One year to three years of similar or related experience.
Completion of Lending Class, New Accounts training, and Teller training through the KFCU Training Department required.
Must possess ability to operate computer terminal, computer printers, calculator, fax machine, copier, telephone, fax machine, currency counter, and copier with accuracy and attention to detail.
Must possess and exhibit an outgoing personality, helpful member service attitude and an ability to sell credit union products and services.
Must possess strong basic math skills, accuracy and attention to detail
Must demonstrate an ability to understand and implement changing policies and procedures.
Must be knowledgeable of teller transactions relevant to the position.
Must maintain confidentiality and dependability.
Exceptional oral and written communication skills required.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Computer Skills:
Extensive use of personal PC required.
Must be proficient in Microsoft Word, Excel, as well as use of internet and e-mail.
Must be able to navigate the internet to search for data and be able to complete online forms.
Somewhat knowledgeable of emerging computer technology, such as mobile devices, imaging technology, and social media.
Must be familiar with home banking and bill paying services.
Certificates, Licenses and Registrations:
Must actively participate in and successfully complete The Member Advantage (TMA) training within 9 months of employment.
Must actively participate in and successfully complete TMA Annual Accelerator training classes.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands to finger, handle, feel or grasp; reach with hands and arms; and talk or hear. The employee is frequently required to kneel, crouch, or stoop. The employee is occasionally required to lift and/or move 25-50 pounds.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Extensive use of desktop computer is required. The noise level is that of a normal office environment.
DECLARATION: The human resources department retains the sole rights and discretion to make changes to this job description.
#HPIND
Customer Experience Consultant - 100% Commission (TSG-20251204-037)
Member service representative job in New Orleans, LA
Job DescriptionThe Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. From day one, we provide warm leads, mentorship, and proven systems so you can build a business - not just have a job. In this 100% commission role, you will meet with families virtually or in person, uncover financial protection needs, and offer life insurance, mortgage protection, and retirement solutions. We seek coachable, growth-minded individuals who want schedule freedom, personal development, and a clear path to agency ownership.
Customer Service Officer
Member service representative job in New Orleans, LA
Elevare Branding is a forward-thinking communications and brand-development firm dedicated to helping organizations elevate their voice, expand their influence, and build meaningful connections with their audiences. Our work blends strategic storytelling, media intelligence, and brand excellence to create impactful experiences that resonate in competitive markets. We value professionalism, initiative, and the pursuit of continuous growth. As we expand our presence, we are seeking a Public Relations Assistant who is committed to supporting high-quality communication initiatives and contributing to a dynamic, collaborative environment.
Job Description
We are looking for a dedicated Customer Service Officer to join our team in New Orleans. This role plays a key part in ensuring exceptional client satisfaction by managing inquiries, supporting customer needs, and maintaining a high standard of professionalism across all interactions. The ideal candidate is someone who communicates clearly, remains composed under pressure, and thrives in a client-focused environment.
Responsibilities
Serve as the primary point of contact for customer inquiries and requests.
Maintain accurate records of customer interactions and follow-up actions.
Provide timely solutions by coordinating with internal departments.
Assist customers with service information, processes, and issue resolution.
Monitor service quality and identify opportunities for improvement.
Support overall client satisfaction and retention efforts.
Uphold the company's standards of professionalism and customer care at all times.
Qualifications
Strong verbal and written communication skills.
Ability to multitask and manage priorities effectively.
Professional demeanor and customer-oriented mindset.
Strong problem-solving and organizational abilities.
Capacity to work both independently and as part of a team.
Commitment to maintaining confidentiality and handling sensitive information appropriately.
Additional Information
Competitive salary within the range of $51,000 - $54,000.
Opportunities for growth and career advancement within the company.
Ongoing skill development and professional training.
Supportive, team-oriented work environment.
Full-time position with long-term stability.
Representative - Customer Service
Member service representative job in Metairie, LA
As a Representative - Customer Service, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve mostly routine and some non-routine, more complex problems and communicates solution or requested information to the customer. You will analyze a customer's service needs and refer to other service or technical departments for follow up as needed.
Responsibilities:
Support customer base by answering questions, concerns, account inquiries as well as handling customer complaints.
Process payments for cash account customers.
Research and resolve customer problems, acting as the customer liaison between other departments when necessary.
Back-up support to sales counter with walk in and telephone inquiries.
Qualifications:
High School Degree or Equivalent required
Associates' Degree (U.S.)/College Diploma (Canada) preferred
2-4 years of relevant experience
Solid interpersonal skills that allow one to work effectively in a diverse working environment
Able to effectively communicate both verbally and in writing
Able to work well under pressure
Strong attention to detail
Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times
Computer literate, including effective working skills of MS Word, Excel, and e-mail
#LI-JB1
Auto-ApplyRegistrar Services Specialist
Member service representative job in Metairie, LA
Current employees, faculty or adjunct instructor at Herzing University (not a Contractor or temporary employee through a staffing agency): log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process.
Requirements:
* Associate's degree, Bachelor's degree preferred
* 2 years of related work experience preferred
Compensation is determined based on the qualifications, experience, and circumstances of each hire. It is uncommon for new employees to start near the top of the salary range. We offer a comprehensive benefits package, including a tuition waiver and reimbursement program, health insurance, paid time off, and a retirement savings plan. The hourly pay range for this position is $19.40 to $26.24.
Click Here or use the following link to learn more about careers at Herzing University: ****************************
Primary responsibilities:
* Adhere to the University's service level agreements.
* Act as a liaison for other administrative offices on student schedule and academic policy questions.
* Adhere to FERPA and other related regulatory requirements.
* Provide excellent customer service to students, staff, faculty and third parties.
* Participate in administrative meetings and committees as assigned.
* Develop and update continuing student schedules and input into the CampusNexus.
* Ensure completion of end of term and end of semester processes and reporting, including SAP processing, incomplete grades and rescheduling failed classes.
* Process student status changes and enrollment transfers.
* Monitor student attendance and process enrollment drops due to attendance violations.
* Track and ensure student's progress toward graduation.
* Produce graduation packets and diplomas.
* Other administrative tasks as assigned including assisting with other Specialist functions as needed.
Schedule includes a 20-hour work week, Monday through Friday with the occasional need for weekend hours. It is preferred that the final candidate will be near one of our current locations allowing for a potential hybrid schedule.
Region Locations Midwest Kenosha, Brookfield, Madison, Milwaukee (WI)
Minneapolis (MN) South
Clarksville, Nashville (TN)
Akron (OH), Atlanta (GA), Birmingham (AL), New Orleans (LA)
Florida Tampa, Orlando
Herzing University is committed to providing a diverse environment and is dedicated to fostering a culture and atmosphere of mutual respect. It provides an inclusive and collegial community where individuals are valued, heard and empowered to contribute to the effectiveness of the institution.
Physical Requirements:
* Must be able to remain in a stationary position 80% of the time.
* Must be able to occasionally move around the work location.
* Constantly operates office and/or teach equipment which may include computers, copiers, fax machines, audio/visuals.
* Frequently uses voice and hearing to communicate with students, staff or colleagues face-to-face or over the telephone.
* Visually or otherwise identify, observe and assess.
* Occasionally move, carry, or lift 10 pounds.
Applicants must be authorized to work for any employer in the U.S. We do not sponsor or take over sponsorship of an employment Visa at this time.
It is the university's practice to recruit and hire without discrimination because of skin color, gender, religion, LGBTQi2+ status, disability status, age, national origin, veteran status, or any other status protected by law. ***************************************
Herzing University prohibits sex-based discrimination in any education program or activity that it operates. Individuals may report concerns or questions to the Title IX Coordinator. The notice of nondiscrimination is located at *********************************
Member Services Representative Floater
Member service representative job in Hammond, LA
Are you an outgoing and motivated individual with a passion for numbers and money-handling? We're currently searching for a Member Services Representative Floater to join our team. If this sounds like you, we'd love to chat!
Job Description
Receives and processes member financial transactions, including deposits, withdrawals, transfers, and loan payments.
Directs and receives members telephone calls.
Travels between branches and provides coverage during busy times and staff shortages.
Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance situations.
Greets members in a welcoming manner and assists them with account and/or credit union information via phone, email, in person, live chat, etc.
Identifies opportunities and cross sells/offers products and services to our members.
Demonstrates the Credit Union's Core Values (Service with an EDGE, Solutions, Adaptability, Respect, Accountability).
Performs other job related duties required or assigned.
Requirements
One to twelve months of similar or related experience.
A high school education or GED.
Hours are Monday - Friday 8:00AM - 4:30PM.
Training for this role would report to our Airline branch for 2 weeks.
For Internal Applicants:
This position is hourly grade 5 and available to all four branches.
This position's home branch would be the branch closest to you.
Why join us?
Baton Rouge Telco FCU has been serving members in Southeast Louisiana since 1936, and we have strived to provide our members with exceptional customer service. We pride ourselves on being built for members, by members, so you can enjoy lower fees and the best rates. This position is a full-time position with no Saturdays required, offering an amazing benefits package and a fun work environment.
A peek at our benefits:
Outstanding benefits: Enjoy comprehensive medical, dental, vision, life, STD, and LTD insurance, PLUS a 401k/Roth plan with an employer match.
Generous paid time off: Celebrate 12 paid holidays each year, and as a special perk, you get your birthday off!
Rewarding incentives: We value performance and rewarding hard work! Enjoy multiple incentive opportunities if you're a go-getter.
Growth opportunities: We're committed to helping you grow your career in the banking industry.
Equal Opportunity Employer:
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Join us and be part of a team that's dedicated to making a difference in our members' lives - and yours!
Happiness Hero/Member Services Representative
Member service representative job in Slidell, LA
PURPOSE
This position will continually assist the credit union in delivering its mission, vision and motto to the STFCU members:
Mission
People helping people achieve financial happiness by inspiring change.
Vision
We want to CU:
Borrow Responsibly
Save Successfully
Live Happily
Motto
Happy to CU
JOB SUMMARY
Member Service is to assist new and existing members with their immediate, short-term, and long-term financial needs/goals through exceptional service and problem solving. This position regularly combines all aspects of member services, account opening functions, consumer lending, as well as actively involving other member contact departments and support/back-office staff to fulfill member needs. The successful incumbent is flexible enough to greet/welcome incoming members, function as a financial services consultant and perform teller transactions.
Duties and Responsibilities
Member Service
Assist members face-to-face, by telephone or online - determine the nature of business and provide guidance promptly.
Provide account services to members in a courteous and professional manner by receiving and processing deposits, withdrawals, check cashing, loan payments, credit card payments.
Selling credit union checks, cashier's checks, and money orders
Selling stamps, gift cards, travel cards
Open and closing accounts.
Place check orders.
Reconcile cash drawer by proving cashing transactions and reconciling checks.
Maintains account records by updating member information, as necessary.
Order/Print Debit Cards, Update Pin numbers as needed.
Accept various applications and forms, review for completeness, and distribute to appropriate individual/department.
Monitor supply inventory and put in supply ticket requests prior to outages.
Promote the Credit Union products and services.
Participate in credit union promotion programs.
Protect the integrity and confidentiality of our membership by verifying ownership to ensure proper access is upheld.
Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures.
Exceed service expectations by creating unparalleled member experience with every interaction, taking ownership of issues and challenges, increasing member loyalty.
Demonstrate competency and an in-depth knowledge of all account types, products and services.
Comply with federal, state, and local regulations and legal requirements.
Provide assistance and backup in all areas of the CU when needed.
Other duties and tasks as assigned by management.
Produce account histories
Prepare CTRs or SARs as needed.
Reconcile cash drawer by proving cashing transactions and reconciling checks.
Maintains account records by updating member information, as necessary.
Order/Print Debit Cards, Update Pin numbers as needed.
Accept various applications and forms, review for completeness, and distribute to appropriate individual/department.
Monitor supply inventory and put in supply ticket requests prior to outages.
Promote the Credit Union products and services.
Participate in credit union promotion programs.
Protect the integrity and confidentiality of our membership by verifying ownership to ensure proper access is upheld.
Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures.
Exceed service expectations by creating unparalleled member experience with every interaction, taking ownership of issues and challenges, increasing member loyalty.
Demonstrate competency and an in-depth knowledge of all account types, products and services.
Comply with federal, state, and local regulations and legal requirements.
Other Duties
Meet monthly with the MSR II/COO to discuss problems, solutions, recommendations, and resolutions
Required Skills/Abilities
Ability to problem solve within established policies and procedures, with the understanding and compliance of all state and federal regulations and laws.
Experience in ensuring compliance with all governing regulations, especially Bank Secrecy Act requirements including: Currency Transaction Reports and reporting as appropriate any suspected suspicious activity.
Knowledge of Office of Foreign Asset Control (OFAC) requirements
Ability to recognize cues for sales opportunities and identify unexpressed needs.
Ability to accept and perform new job responsibilities as needed.
Ability to accept change when required in performance of job responsibilities.
Ability to learn and utilize new technologies.
Good oral and written communication skills in handling member relations.
Make effective referrals to other departments when appropriate.
Required Behavior Standards
Must be able to perform job functions independently or with limited supervision and work effectively either on own or part of a team.
Must have a strong ability to read and carry out various written instructions and follow oral instruction.
Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence.
Demonstrate the highest levels of member service and discretion when dealing with the public.
Must be able to perform responsibilities with composure, accuracy and quality when working at a fast pace.
Must be able to effectively handle multiple, simultaneous and changing priorities.
Must be capable of exercising the highest level of discretion on both internal and external confidential matters.
Ability to work professionally with credit union members and staff.
Display courtesy and attentiveness to both member and co-workers.
Flexibility/Willingness to change as job evolves and daily schedule changes.
Recognition of members-greet with a smile and use member names whenever possible.
Must have patience and understanding with all members.
Must be a team player.
Education and Experience
High School Diploma required.
Education may vary; a degree in business administration is preferred, but not required.
Professional, well-developed interpersonal skills necessary for servicing Credit Union members and projecting a positive image to members.
At least 2+ years of related experience required.
Complete all training requirements as assigned by management.
Physical Requirements
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
STFCU Service Promises
I promise to treat STFCU members with the highest standards of respect and professionalism.
I promise to make it easy for our members to do business with STFCU.
I promise to ensure the security of members' financial information.
I promise to be knowledgeable regarding members' requests.
I promise to respond to members' requests in a timely manner.
I promise to deliver accuracy in all of my work.
I promise to identify our members' needs and suggest a solution that will improve their financial life.
Statement
Please note this job description is not intended and should not be construed to be an exhaustive list of all responsibilities, skills, efforts, or working conditions associated with the job; it is intended to be a reflection of those principal job elements essential for recruitment and selection, for making fair job evaluations, and for establishing performance standards. Duties and responsibilities may change at any time without notice.
Loan Officer / Member Service Rep.
Member service representative job in Slidell, LA
Primary Function
Provide information on Credit Union (CU) products and services according to all CU policies and procedures and Federal and State rules and regulations. Responsible for interviewing and evaluating applicants for routine loans and processing loan applications. Gather background information and analyze loan applicants' credit history. Approve or deny loan applications based on analysis. Operate with moderate credit authority.
Duties and Responsibilities
Gather background information on loan applicants by interviewing loan applicants and obtaining credit bureau reports.
Assist members with the loan application process to ensure completeness of information.
Pull credit reports for all accounts, verify debts, and estimate monthly payments for any outstanding debts not listed and add them to debts on application.
Calculate debt-to-income ratios on loan applicants.
Calculate how much of a loan applicant's debt is secured or unsecured.
Complete loan applications over the phone and/or electronically.
Determine collateral needs and payment plans for members applying for loans.
Determine eligibility of loan co-maker from co-maker's statement and credit rating.
Approve or deny loan applications. All denials go through the Credit Committee.
When a loan is denied, explain reasons for denial in a professional, courteous manner. Send a letter to the member explaining the reason for denial. Work with members to provide recommendations or alternative options for other possible ways to secure a loan in future.
Verify the accuracy of loan amounts and repayment terms on approved loan applications.
Implement new loan products and services in accordance with management direction.
Cross-sell lending and other CU products.
Prepare End of the Month (EOM) Credit Committee Reports.
Prepare monthly reports of new and denied loans.
Prepare reports of risk-based lending performance.
Maintain records for Special Committee, Board Loan approvals, and Credit Committee meetings and prepare monthly annual reports of meetings.
Track the receipt of titles and/or liens for collateral loans.
Handle weekly paperwork to place NODA liens for refinance titles or any title transfers. Check and file new titles for new loans.
Post wire transfers and release of Electronic Fund Transfers (EFT's)
Pull payment reports daily to make sure automatic payments/transfers are completed.
Handle all GAP claims. Submit paperwork for CUNA.
Maintain the CU Skip-A-Pay program.
Assist and support Branch Manager with the CPI program.
Assist with telephone calls as needed.
Provide assistance and backup in all areas of the CU when needed.
Other tasks and duties as assigned by management.
Member Service Representative
Member service representative job in New Orleans, LA
Title: Member Service Representative
Department: Retail Operations
Reports To: Branch Manager
Supervises: N/A
Job Classification: Non-Exempt, Full-time
HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial health of people in under-resourced Deep South communities. Since 1994, these efforts have benefited more than three million people in Alabama, Arkansas, Louisiana, Mississippi and Tennessee, and influenced billions in persistent poverty communities across the nation. Learn more at .
Job Summary
The Member Service Representative (MSR) is responsible for a wide variety of branch operations. They provide information on HOPE's products and services, resolve member issues, and ensure a positive member experience. MSRs are responsible for building strong member relationships and contributing to HOPE's sales and service objectives. Duties include a high level of external and internal public contact and management of various records and file systems. Confidentiality is involved, and sensitive situations may be handled. This position is in the HOPE branch network's various locations.
Essential Functions
· Establish and maintain member accounts
· Provide service excellence to stakeholders
· Process all member accounts accurately, timely, and manage member exceptions
· Own and resolve member questions and problems through knowledge of established policies and procedures, and referring more complex issues to management
· Complete all assigned Retail and compliance courses per established deadlines
· Achieve monthly growth and retention targets per individual Retail Work Plan
· Adhere to all HOPE policies, procedures, and security protocols
· Adhere to all regulatory compliance requirements
· Perform a variety of administrative duties including but not limited to answering telephones, typing and filing, attending meetings, report production, etc.
· Perform other duties as assigned
Accountability for Business Results
· Cross-sell HOPE products
Specified Authority Level
· Authority to open and close member accounts
Competencies/Skills
· Attention to Detail - Taking responsibility for a thorough and detailed method of working.
· Customer Focus - Knowing the (internal and externa!) customer business needs and acting accordingly; anticipating customer needs, and giving high priority to customer satisfaction and customer service.
· Interpersonal Understanding - Showing interest in other people's feelings, attitudes, and reasoning
· Organizational Awareness - Having and using knowledge of systems, situations, procedures, and culture inside the organization to identify potential problems and opportunities; perceiving the impact and the implications of decisions on other components of the organization.
· Problem Solving - Having the ability to identify problems and issues of varying issues of varying complexities and to find effective solutions with few guidelines.
· Results Orientation - Being persistent and showing perseverance on achieving concrete and tangible results out of personal responsibility; getting optimum results from situations and being ready to take action and show tenacity in case of obstacles or resistance.
· Teamwork - Working as a productive member of a cohesive group toward a common goal, and contributing to team development and effective team dynamics.
Desired Qualifications
· High school diploma or GED required
· Bachelor's degree in business or related area preferred
· 1+ year experience in banking/finance in areas related to job requirements
· Customer service experience
Work Environment
· Employee spends the majority of time in office environment, generally accessible to the public, members, and potential members
· Noise level in the work environment is usually moderate
· Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Physical Demands
· Employee is regularly required to sit, stand and walk
· Employee will use hands to finger, handle or feel, reach with hands and arms, and talk or hear
· Employee will irregularly lift and/or move up to 10 pounds
· Employee will frequently travel to various branches within the company's market
· Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Limitations and Disclaimer
The above job description is meant to describe the general nature and level of work being performed by employees occupying this position; it should not be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.
Management reserves the right to assign or reassign duties and responsibilities to this job at any time. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.
Customer Service Representative
Member service representative job in New Orleans, LA
Job DescriptionIf you have a passion for helping others and enjoy interacting with the general public, FYZICAL, the leading physical therapy company in the country, has a Customer Service Representative opening in New Orleans, LA, that is a perfect fit for you!
As the first and last person our amazing clients see when they enter and leave our cutting-edge facility, your role as Customer Service Representative is central to our daily operations. Here, you will join a champion team that works together to help grateful patients get back to the lives they love. We are committed to changing the PT industry by creating non-traditional, individualized treatment plans and want you along on that important journey. As part of the FYZICAL family, you can take advantage of advancement opportunities, state-of-the-art technology and grow your career under a practice leader who is fully invested in you.
This excellent opportunity will not last long! Apply for FYZICAL's Customer Service Representative job opening today!
Are you looking to join an innovative company where you can establish yourself and advance your career as part of a top-rated team? If so, you should consider our Customer Service Representative position in New Orleans, LA!
We are an innovative physical therapy facility that bypasses traditional approaches to care. We work together, using the most modern technology and cutting-edge tools to provide our patients with the individualized care they need and deserve. As our Customer Service Representative, you will enjoy the easy flow of a supportive team that succeeds together. You also will have the chance to access our unparalleled continuing education opportunities, opening the door to further career growth.
Start down your exciting career path today by applying for our Customer Service Representative job opening!Responsibilities
Handle patient scheduling, appointments, multi-phone line
Gather new patient data; keep track of all patient referrals
Disseminate information to patients; act as a go-between for patients and physicians
Send and keep a log of all reports sent to doctors
Collect all payments; insurance verification
Collect/open mail; distribute mail to proper areas/people
Send benefits paperwork to billing companies
Handle all scheduling and ensuing communication
Answer phones, act as a patient liaison, answer any questions from potential or current patients
Schedule patients; coordinate evaluations, re-evaluations, appointment reminders and cancellations
Collect new patient intake information; track all clinic referrals
Fax reports to physicians; keep a log of incoming reports
Verify Insurance and track insurance-covered visits; take copayments
Check mail; keep track of Explanation of Benefits sent from mail and fax to billing company
Communicate with the office manager and clinicians about scheduling/patient arrival
Required Skills
High school diploma or equivalent
Valid driver's license and reliable transportation
Great communicator and multitasker, detail-oriented
Positive attitude, good work ethic, integrity and empathetic toward people that are in pain
H.S. graduate or GED certificate
Up-to-date DL and a dependable vehicle
Excellent at handling details, communicating and multitasking
Great demeanor, strong integrity and compassion
Sales and Service Specialist
Member service representative job in Harvey, LA
The Sales and Service Specialist, TNC is an essential member of the Hertz Local Edition team. As a brand ambassador, the Sales and Service Specialist will be facilitating the fastest, easiest, and most valued rental car experience to Lyft and/or Uber drivers
Ensure optimal operational efficacies to provide customers the best rental car experience
Provide assistance creating a rental car reservation, processing rentals and providing clean and safe vehicles to our customers.
Assist customers with various post rental inquiries that involve the rental and billing process
Work in a fast-paced environment, while providing helpful customer service that enhances the customer's rental experience.
Answer phone inquiries about the Hertz/Lyft/Uber Rental Car Program, rental requirements, billing, rental car extensions, roadside assistance questions and more.
Effectively communicate the Hertz/Lyft/Uber Rental Car Program and Procedures.
Maximize revenue opportunities with customers by actively soliciting business after customer inquiry by overcoming customer objections.
Ensure vehicles are prepared for customer pick-up, including checking vehicles for damage, cleaning interior (windows, door jams, trunk, vacuum, etc.) and exterior (wash) of vehicle, filling gasoline tanks and checking fill levels of all fluids.
Professional Experience:
Ability to work in a fast-paced environment with a variety of tasks.
Ability to demonstrate professionalism, enthusiasm, and outstanding communication skills.
Previous customer service.
Strong time management and organizational skills are required
Computer literate and detailed orientated.
Must have a valid driver's license with an acceptable driving record
Wages: $16.00/hr.
Knowledge:
Customer service resolution practices
Excellent communication techniques
Sales Management/Coaching ability
Skills:
Demonstrate good written and oral communication skills.
Work in a fast-paced environment with a variety of tasks. Excellent organizational and time management skills.
Demonstrate professionalism and interpersonal skills.
Show a high level of ownership, accountability and initiative.
Proven experience of working well within a team.
Ability to work flexible shifts including weekends and holidays; and work overtime as required.
Willing to work outdoors during all weather conditions.
Assist with special administrative projects when needed.
Ability to stand for long periods of time.
Ability to communicate in English clearly and proficiently. Candidates fluent in other languages are encouraged to apply
Auto-ApplyInbound Call Centre Agent
Member service representative job in New Orleans, LA
Are you a great communicator who thrives on helping people? Do you love turning conversations into solutions? If youre looking for a fun, fast-paced role where every call makes a difference, we want YOU to join our team as an Inbound Call Centre Agent!
What Youll Be Doing
Be the Voice of Support: Answer inbound calls with professionalism, energy, and a smile you can hear over the phone.
Problem Solving Pro: Listen to customer needs, answer questions, and provide tailored solutions.
Create Positive Experiences: Every call is a chance to deliver excellent service and make someones day better.
Stay Organized: Keep accurate records of conversations and outcomes using our systems.
Collaborate with a Fun Team: Work alongside supportive team members and leaders who celebrate your success.
What Were Looking For
A People Person: You love talking, listening, and engaging with customers.
Strong Communicator: Clear, friendly, and professional over the phone.
Problem Solver: Quick on your feet and ready to find solutions for customers.
Energetic & Positive: A great attitude goes a long way, and its contagious!
Dependable & Organized: Reliable and able to multitask in a dynamic environment.
Tech-Savvy: Comfortable learning and navigating call centre systems and tools.
Why Youll Love Working With Us
Flexible Scheduling: Full-time and part-time positions to suit your lifestyle.
Growth Opportunities: Were committed to helping you grow your skills and advance your career.
Supportive & Fun Work Environment: Join a team that values teamwork, positivity, and making work enjoyable.
Training Provided: No call centre experience? No problem! Well provide full training to set you up for success.
Competitive Pay & Benefits: Get rewarded for your hard work with a competitive salary and additional perks.
Why Join Our Team?
At our inbound call centre, every call is an opportunity to help someone, solve a problem, and create a lasting impression. We believe in a fun, energetic, and supportive work environment where your skills are valued and your growth is encouraged.
How to Apply
Ready to take the next step in your career?
Financial Service Representative II- Full Time
Member service representative job in Belle Chasse, LA
PRIMARY FUNCTION
As a Financial Service Representative II/Teller, you will be the face of our institution, providing exceptional service to our members while efficiently handling financial transactions. This role goes beyond traditional teller duties, incorporating digital banking support, account services, and opportunities to enhance the member experience.
DUTIES AND 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.
BENEFITS
Competitive salary
Health, dental, and vision insurance
Retirement savings plan
Paid time off and holidays
Ongoing training and professional development opportunities
The ideal candidate will have strong customer service skills, excellent communication skills, and a passion for helping others. Previous experience in a financial institution is preferred but not required. A high school diploma or equivalent is necessary for this position.
If you are motivated, detail-oriented, and eager to grow in the financial industry, we encourage you to apply!
Enrollment Services Specialist
Member service representative job in Metairie, LA
To participate in a remote work arrangement, employees must reside in the United States. No remote work arrangement will be considered for working from outside the United States. Current employees, faculty or adjunct instructor at Herzing University (not a Contractor or temporary employee through a staffing agency): log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process.
The position is responsible for the administrative duties and functions of the Registrar's Office and ensures compliance in the management of educational records according to regulatory, accreditation and institutional guidelines. Must be detail-oriented and provide exceptional customer service to students, staff, faculty and third parties
EDUCATION & EXPERIENCE REQUIREMENTS:
* Bachelor's degree highly preferred, Associate degree required.
* 2 years related work experience preferred.
PRIMARY DUTIES AND RESPONSIBILITIES:
* Adhere to the University's service level agreements.
* Act as a liaison for other administrative offices on student schedule and academic policy questions.
* Adhere to FERPA and other related regulatory requirements.
* Track and review new student records within CampusNexus.
* Participate in administrative meetings and committees as assigned.
* Accept students for admission by validating proof of graduation and other required enrollment documents.
* Develop individual new student schedules and input into the CampusNexus system and update any schedule changes.
* Other administrative tasks as assigned including assisting with other Specialist functions as needed.
* Provide excellent customer service to students, staff, faculty and third parties.
Compensation is determined based on the qualifications, experience, and circumstances of each hire. It is uncommon for new employees to start near the top of the salary range. We offer a comprehensive benefits package, including a tuition waiver and reimbursement program, health insurance, paid time off, and a retirement savings plan. The hourly pay range for this position is $18.32 to $24.79.
Click Here or use the following link to learn more about careers at Herzing University: ****************************
Schedule includes a 40-hour work week, Monday through Friday with the occasional need for weekend hours. It is preferred that the final candidate will be near one of our current locations allowing for a potential hybrid schedule.
Region
Locations
Midwest
Kenosha, Brookfield, Madison, Milwaukee (WI)
Minneapolis (MN)
South
Clarksville, Nashville (TN)
Akron (OH), Atlanta (GA), Birmingham (AL), New Orleans (LA)
Florida
Tampa, Orlando
Herzing University is committed to providing a diverse environment and is dedicated to fostering a culture and atmosphere of mutual respect. It provides an inclusive and collegial community where individuals are valued, heard and empowered to contribute to the effectiveness of the institution.
Physical Requirements:
* Must be able to remain in a stationary position most of the time.
* Must be able to occasionally move around the work location.
* Must be able to communicate information and ideas so others will understand.
* Constantly operates office and/or tech equipment which may include computers, copiers, fax machines, audio/visuals.
* Frequently uses voice and hearing to communicate with students, staff or colleagues face-to-face or over the telephone.
* Visually or otherwise identify, observe and assess.
* Occasionally move, carry, or lift 10 pounds.
Applicants must be authorized to work for any employer in the U.S. We do not sponsor or take over sponsorship of an employment Visa at this time.
It is the university's practice to recruit and hire without discrimination because of skin color, gender, religion, LGBTQi2+ status, disability status, age, national origin, veteran status, or any other status protected by law. ***************************************
Herzing University prohibits sex-based discrimination in any education program or activity that it operates. Individuals may report concerns or questions to the Title IX Coordinator. The notice of nondiscrimination is located at *********************************
Happiness Hero/Member Services Representative
Member service representative job in Slidell, LA
PURPOSE
This position will continually assist the credit union in delivering its mission, vision and motto to the STFCU members:
Mission
People helping people achieve financial happiness by inspiring change.
Vision
We want to CU:
Borrow Responsibly
Save Successfully
Live Happily
Motto
Happy to CU
JOB SUMMARY
Member Service is to assist new and existing members with their immediate, short-term, and long-term financial needs/goals through exceptional service and problem solving. This position regularly combines all aspects of member services, account opening functions, consumer lending, as well as actively involving other member contact departments and support/back-office staff to fulfill member needs. The successful incumbent is flexible enough to greet/welcome incoming members, function as a financial services consultant and perform teller transactions.
Duties and Responsibilities
Member Service
Assist members face-to-face, by telephone or online - determine the nature of business and provide guidance promptly.
Provide account services to members in a courteous and professional manner by receiving and processing deposits, withdrawals, check cashing, loan payments, credit card payments.
Selling credit union checks, cashier's checks, and money orders
Selling stamps, gift cards, travel cards
Open and closing accounts.
Place check orders.
Reconcile cash drawer by proving cashing transactions and reconciling checks.
Maintains account records by updating member information, as necessary.
Order/Print Debit Cards, Update Pin numbers as needed.
Accept various applications and forms, review for completeness, and distribute to appropriate individual/department.
Monitor supply inventory and put in supply ticket requests prior to outages.
Promote the Credit Union products and services.
Participate in credit union promotion programs.
Protect the integrity and confidentiality of our membership by verifying ownership to ensure proper access is upheld.
Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures.
Exceed service expectations by creating unparalleled member experience with every interaction, taking ownership of issues and challenges, increasing member loyalty.
Demonstrate competency and an in-depth knowledge of all account types, products and services.
Comply with federal, state, and local regulations and legal requirements.
Provide assistance and backup in all areas of the CU when needed.
Other duties and tasks as assigned by management.
Produce account histories
Prepare CTRs or SARs as needed.
Reconcile cash drawer by proving cashing transactions and reconciling checks.
Maintains account records by updating member information, as necessary.
Order/Print Debit Cards, Update Pin numbers as needed.
Accept various applications and forms, review for completeness, and distribute to appropriate individual/department.
Monitor supply inventory and put in supply ticket requests prior to outages.
Promote the Credit Union products and services.
Participate in credit union promotion programs.
Protect the integrity and confidentiality of our membership by verifying ownership to ensure proper access is upheld.
Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures.
Exceed service expectations by creating unparalleled member experience with every interaction, taking ownership of issues and challenges, increasing member loyalty.
Demonstrate competency and an in-depth knowledge of all account types, products and services.
Comply with federal, state, and local regulations and legal requirements.
Other Duties
Meet monthly with the MSR II/COO to discuss problems, solutions, recommendations, and resolutions
Required Skills/Abilities
Ability to problem solve within established policies and procedures, with the understanding and compliance of all state and federal regulations and laws.
Experience in ensuring compliance with all governing regulations, especially Bank Secrecy Act requirements including: Currency Transaction Reports and reporting as appropriate any suspected suspicious activity.
Knowledge of Office of Foreign Asset Control (OFAC) requirements
Ability to recognize cues for sales opportunities and identify unexpressed needs.
Ability to accept and perform new job responsibilities as needed.
Ability to accept change when required in performance of job responsibilities.
Ability to learn and utilize new technologies.
Good oral and written communication skills in handling member relations.
Make effective referrals to other departments when appropriate.
Required Behavior Standards
Must be able to perform job functions independently or with limited supervision and work effectively either on own or part of a team.
Must have a strong ability to read and carry out various written instructions and follow oral instruction.
Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence.
Demonstrate the highest levels of member service and discretion when dealing with the public.
Must be able to perform responsibilities with composure, accuracy and quality when working at a fast pace.
Must be able to effectively handle multiple, simultaneous and changing priorities.
Must be capable of exercising the highest level of discretion on both internal and external confidential matters.
Ability to work professionally with credit union members and staff.
Display courtesy and attentiveness to both member and co-workers.
Flexibility/Willingness to change as job evolves and daily schedule changes.
Recognition of members-greet with a smile and use member names whenever possible.
Must have patience and understanding with all members.
Must be a team player.
Education and Experience
High School Diploma required.
Education may vary; a degree in business administration is preferred, but not required.
Professional, well-developed interpersonal skills necessary for servicing Credit Union members and projecting a positive image to members.
At least 2+ years of related experience required.
Complete all training requirements as assigned by management.
Physical Requirements
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
STFCU Service Promises
I promise to treat STFCU members with the highest standards of respect and professionalism.
I promise to make it easy for our members to do business with STFCU.
I promise to ensure the security of members' financial information.
I promise to be knowledgeable regarding members' requests.
I promise to respond to members' requests in a timely manner.
I promise to deliver accuracy in all of my work.
I promise to identify our members' needs and suggest a solution that will improve their financial life.
Statement
Please note this job description is not intended and should not be construed to be an exhaustive list of all responsibilities, skills, efforts, or working conditions associated with the job; it is intended to be a reflection of those principal job elements essential for recruitment and selection, for making fair job evaluations, and for establishing performance standards. Duties and responsibilities may change at any time without notice.
Loan Officer / Member Service Rep.
Member service representative job in Slidell, LA
Job Description
Primary Function
Provide information on Credit Union (CU) products and services according to all CU policies and procedures and Federal and State rules and regulations. Responsible for interviewing and evaluating applicants for routine loans and processing loan applications. Gather background information and analyze loan applicants' credit history. Approve or deny loan applications based on analysis. Operate with moderate credit authority.
Duties and Responsibilities
Gather background information on loan applicants by interviewing loan applicants and obtaining credit bureau reports.
Assist members with the loan application process to ensure completeness of information.
Pull credit reports for all accounts, verify debts, and estimate monthly payments for any outstanding debts not listed and add them to debts on application.
Calculate debt-to-income ratios on loan applicants.
Calculate how much of a loan applicant's debt is secured or unsecured.
Complete loan applications over the phone and/or electronically.
Determine collateral needs and payment plans for members applying for loans.
Determine eligibility of loan co-maker from co-maker's statement and credit rating.
Approve or deny loan applications. All denials go through the Credit Committee.
When a loan is denied, explain reasons for denial in a professional, courteous manner. Send a letter to the member explaining the reason for denial. Work with members to provide recommendations or alternative options for other possible ways to secure a loan in future.
Verify the accuracy of loan amounts and repayment terms on approved loan applications.
Implement new loan products and services in accordance with management direction.
Cross-sell lending and other CU products.
Prepare End of the Month (EOM) Credit Committee Reports.
Prepare monthly reports of new and denied loans.
Prepare reports of risk-based lending performance.
Maintain records for Special Committee, Board Loan approvals, and Credit Committee meetings and prepare monthly annual reports of meetings.
Track the receipt of titles and/or liens for collateral loans.
Handle weekly paperwork to place NODA liens for refinance titles or any title transfers. Check and file new titles for new loans.
Post wire transfers and release of Electronic Fund Transfers (EFT's)
Pull payment reports daily to make sure automatic payments/transfers are completed.
Handle all GAP claims. Submit paperwork for CUNA.
Maintain the CU Skip-A-Pay program.
Assist and support Branch Manager with the CPI program.
Assist with telephone calls as needed.
Provide assistance and backup in all areas of the CU when needed.
Other tasks and duties as assigned by management.
Floating Financial Service Representative I Mandeville West Causeway 5035
Member service representative job in Mandeville, LA
Keesler Federal Credit Union team members enjoy competitive salaries and a wide range of benefits, some of which include:
Medical, dental, and vision insurance
Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses
Employee and Dependent Life Insurance
401(k) Retirement Plan with 100% match on the first 5% contributed by you
Paid Leave
Tuition Reimbursement and Competitive Scholarships
Short Term & Long Term Disability Benefits
Employee Assistance Program
WE CURRENTLY DO NOT SPONSOR WORK RELATED VISAS
SPECIAL NOTE: On average our FSRs have the potential to earn $500 or more in monthly incentives.
Position: Floating Financial Services Representative I (FSR I)
Department: Retail Operations
Reports To: Branch Manager or Assistant Branch Manager
FLSA: Non-Exempt Grade 8
SUMMARY
Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer & business member accounts and cross selling services to members while providing extraordinary service. Explains products' and/or services' value, benefits, features, rates and fees to members. Using the sales and service process as outlined in training, is responsible for conducting a high quality interview with members and potential members to satisfy their needs.
Represents the credit union in a professional, friendly, courteous manner. Gives prompt, efficient, and accurate service in the processing of all transactions. Stays current with credit union membership requirements, deposit products, services, loan products, and marketing campaigns.
This staff member is moved within the region's branch network at the discretion of the home base Branch Manager. The individual in this position can and will be moved frequently and without out prior notice.
SUPERVISORY RESPONSIBILITIES
None
ESSENTIAL FUNCTIONS
Creates new membership accounts. Opens and processes required documentation for all types of consumer & business deposit accounts including individual retirement accounts and certificates of deposit.
Conducts quality interviews with members using the sales and service training to meet member needs through credit union products and services.
Uses Loan Operating system and the sales and service process to complete quality consumer loan applications over the phone or in person.
Clearly communicates decisions to the member in a positive and tactful manner.
Disburses the loan in accordance with guidelines and procedures. Ensures that all paperwork and documents for closure of loan are correctly completed.
Responsible for sales of ancillary products on qualified loan applications.
Provides merchant referrals directly to the merchant for business accounts.
Maintains a high level of productivity by meeting or exceeding established goals set by Branch Manager and Regional Director.
Orders and statuses ATM and Debit cards through Card Creation Wizard or utilizes card printing system to provide members with ATM and Debit cards instantly. Submits ATM and Debit card disputes and fraud disputes.
Works to resolve members' concerns, complaints, discrepancies, and problems through use of available resources, effective use of KFCU computer systems and product knowledge. Refers problems through the chain-of-command for resolution. Utilizes the CRM to effectively track member concerns.
In support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies.
Completes, with an acceptable grade, all training for this position as directed by management and actively participates in training classes.
Maintains proficiency in all computer systems necessary to perform the job satisfactorily.
Responsible for compliance with all Federal regulations including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Red Flag Program, Fair Credit Reporting Act and REG CC.
Upholds all member information in the strictest confidence.
Responsible for assisting the Member Contact Center with overflow calls using the credit union call system.
Within the scope of an FSR I authority, assists the teller line with teller transactions in the event of a branch staffing shortage in accordance with written policies and procedures.
Within the scope of an FSR I authority, maintains control of cash by double counting all cash received and disbursed, or being diligent as the 2
nd
party in any dual control procedure.
Utilizes check hold and cash transaction procedures when processing transactions and if applicable, Reg CC within prescribed guidelines.
Other Duties and Responsibilities:
Maintains branch office equipment and supplies necessary to keep office working efficiently.
Assists in balancing the ATM and Night Depository as directed by the Branch Manager or Assistant Branch Manager.
Assists in upholding the branch appearance (interior and exterior) and to maintain a clean and orderly workspace.
Miscellaneous duties as assigned.
KNOWLEDGE & SKILLS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
A high school education or GED.
Community college coursework is desired.
Experience and Other Requirements:
One year to three years of similar or related experience.
Completion of Lending Class, New Accounts training, Sales and Service Training and Teller training through the KFCU Training Department required.
Must possess ability to operate computer terminal, computer printers, calculator, fax machine, telephone, currency counter, and copier with accuracy and attention to detail.
Must possess and exhibit an outgoing personality, helpful member service attitude and an ability to sell credit union products and services.
Must possess strong basic math skills, accuracy and attention to detail
Must demonstrate an ability to understand and implement changing policies and procedures.
Must be knowledgeable of teller transactions relevant to the position.
Must maintain confidentiality and dependability.
Exceptional oral and written communication skills required.
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Computer Skills:
Extensive use of personal PC required.
Must be proficient in Microsoft Word, Excel, as well as use of internet and e-mail.
Must be able to navigate the internet to search for data and be able to complete online forms.
Somewhat knowledgeable of emerging computer technology, such as mobile devices, imaging technology, and social media.
Must be familiar with home banking and bill paying services.
Certificates, Licenses and Registrations:
Sales and Service Standard
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands to finger, handle, feel or grasp; reach with hands and arms; and talk or hear. The employee is frequently required to kneel, crouch, or stoop. The employee is occasionally required to lift and/or move 10-15 pounds.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Extensive use of desktop computer is required. The noise level is that of a normal office environment.
DECLARATION
The human resources department retains the sole rights and discretion to make changes to this job description.
#Be extraordinary
#HPIND
Sales and Service Specialist
Member service representative job in Harvey, LA
The **Sales and Service Specialist** , TNC is an essential member of the **Hertz Local Edition** team. As a brand ambassador, the **Sales and Service Specialist** will be facilitating the fastest, easiest, and most valued rental car experience to Lyft and/or Uber drivers
+ Ensure optimal operational efficacies to provide customers the best rental car experience
+ Provide assistance creating a rental car reservation, processing rentals and providing clean and safe vehicles to our customers.
+ Assist customers with various post rental inquiries that involve the rental and billing process
+ Work in a fast-paced environment, while providing helpful customer service that enhances the customer's rental experience.
+ Answer phone inquiries about the Hertz/Lyft/Uber Rental Car Program, rental requirements, billing, rental car extensions, roadside assistance questions and more.
+ Effectively communicate the Hertz/Lyft/Uber Rental Car Program and Procedures.
+ Maximize revenue opportunities with customers by actively soliciting business after customer inquiry by overcoming customer objections.
+ Ensure vehicles are prepared for customer pick-up, including checking vehicles for damage, cleaning interior (windows, door jams, trunk, vacuum, etc.) and exterior (wash) of vehicle, filling gasoline tanks and checking fill levels of all fluids.
**Professional Experience:**
+ Ability to work in a fast-paced environment with a variety of tasks.
+ Ability to demonstrate professionalism, enthusiasm, and outstanding communication skills.
+ Previous customer service.
+ Strong time management and organizational skills are required
+ Computer literate and detailed orientated.
+ Must have a valid driver's license with an acceptable driving record
Wages: $16.00/hr.
**Knowledge:**
+ Customer service resolution practices
+ Excellent communication techniques
+ Sales Management/Coaching ability
**Skills:**
+ Demonstrate good written and oral communication skills.
+ Work in a fast-paced environment with a variety of tasks. Excellent organizational and time management skills.
+ Demonstrate professionalism and interpersonal skills.
+ Show a high level of ownership, accountability and initiative.
+ Proven experience of working well within a team.
+ Ability to work flexible shifts including weekends and holidays; and work overtime as required.
+ Willing to work outdoors during all weather conditions.
+ Assist with special administrative projects when needed.
+ Ability to stand for long periods of time.
+ Ability to communicate in English clearly and proficiently. Candidates fluent in other languages are encouraged to apply
The Hertz Corporation operates the Hertz, Dollar Car Rental, Thrifty Car Rental brands in approximately 9,700 corporate and franchisee locations throughout North America, Europe, The Caribbean, Latin America, Africa, the Middle East, Asia, Australia and New Zealand. The Hertz Corporation is one of the largest worldwide airport general use vehicle rental companies, and the Hertz brand is one of the most recognized in the world.
**US EEO STATEMENT**
At Hertz, we champion and celebrate a culture of diversity and inclusion. We take affirmative steps to promote employment and advancement opportunities. The endless variety of perspectives, experiences, skills and talents that our employees invest in their work every day represent a significant part of our culture - and our success and reputation as a company.
Individuals are encouraged to apply for positions because of the characteristics that make them unique.
EOE, including disability/veteran
Financial Service Representative II- Full Time
Member service representative job in Belle Chasse, LA
Job Description
PRIMARY FUNCTION
As a Financial Service Representative II/Teller, you will be the face of our institution, providing exceptional service to our members while efficiently handling financial transactions. This role goes beyond traditional teller duties, incorporating digital banking support, account services, and opportunities to enhance the member experience.
DUTIES AND 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.
BENEFITS
Competitive salary
Health, dental, and vision insurance
Retirement savings plan
Paid time off and holidays
Ongoing training and professional development opportunities
The ideal candidate will have strong customer service skills, excellent communication skills, and a passion for helping others. Previous experience in a financial institution is preferred but not required. A high school diploma or equivalent is necessary for this position.
If you are motivated, detail-oriented, and eager to grow in the financial industry, we encourage you to apply!