Job Details

Baton Rouge, LA, USA

Job Description

Posted Wednesday, July 23, 2025 at 5:00 AM

The role of the Video Member Service Representative is to perform a wide range of duties to serve members via a remote video platform. This 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 Representatives primary focus is to take all loan applications and process and close them independently and accurately. They may open new accounts and cross-sell all products and services. The Video Member Service Representative is responsible for keeping 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.
• Promote and cross-sell Pelican State CU products and services to members to fit their financial needs.
• Consistently meet any required sales goals as established by management.
• Actively work individual queues to ensure follow-up with members is completed in a timely manner.

Video Member Service Representative skills and qualifications include :

• 2 years of experience including lending, teller, and/or call center experience with a financial institution.
  • Must have a strong background in a sales environment.
  • Prior experience in a video/remote environment within a financial institution is a plus.
  • Must be eligible to be licensed to sell all necessary insurance products.
• A high school education or GED.
• Excellent oral, written, telephone, and video communication skills with the ability to communicate courteously, effectively, and professionally.
• Ability to multi-task and perform work with a high level of accuracy.
• Ability to read credit reports and enthusiastically cross-sell products and services.
• Ability to collect, analyze and interpret financial data, and to perform minor math calculations.
• Strong knowledge of MS Office products with the ability to operate standard office equipment such as a copier and calculator.

Other things you may want to know about this position:

• Work Schedule
  • Monday Friday
    • 8:30 am 5:30 pm
    • May be required to work rotational Saturday shifts from 8:30 am 1:30 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 ONeal 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 contributions for eligible employees
• Employer-Paid Life Insurance
• Voluntary Dependent Life Insurance
• 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

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