Digital Banking Representative

Job Description

Digital Banking Representative | Pelican Credit Union

The Tone:
This is a full-time role at Pelican Credit Union, located in Baton Rouge, LA. Pelican Credit Union, founded in 1956, is the largest state-chartered credit union in Louisiana, serving over 78,000 members nationwide. This position is key to maintaining an in-depth understanding of the credit union’s digital banking platform and product offerings, directly supporting effective member support across all digital touchpoints. The company’s culture is grounded in faith and the “love thy neighbor” principle, fostering a safe, inclusive work environment that values diverse talents for better decision-making and innovation.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Baton Rouge, LA (In-person)
• Mission: Owns ensuring effective member support across all digital touchpoints by maintaining an in-depth understanding of the digital banking platform and product offerings, coordinating departmental initiatives and goals.
• Tech Stack: Excel, Power BI, Microsoft Office

What You’ll Actually Do
• Documentation Management: Organize and maintain accurate documentation, supporting department research initiatives from implementation to production monitoring.
• Collaboration Coordination: Coordinate, organize, and document department collaborations with internal and external resources to track department activities, initiatives, and goals.
• User Experience Support: Organize and update documentation related to the digital user experience, ensuring accuracy and clarity of the step-by-step process for support and training needs.
• Data Reporting: Maintain department data metrics and reporting processing tasks, including retrieving, organizing, and updating internal reports, and improving reporting formats with self-guided training.
• Digital Offering Optimization: Optimize the Credit Union’s digital offerings by researching, coordinating, and documenting collaborations with internal and external resources to gather relevant data and present cohesive results to team leaders.

The Must-Haves
• Background: High school education or equivalent; general knowledge of loan and account opening processes.
• Experience: 2 years of prior experience in a financial institution, including processing transactions and supporting digital and/or payment offerings.
• Skills: Excellent oral, written, and telephone communication skills; strong analytical and problem-solving skills; proficiency in Microsoft Office products.