Account Service Representative Personal Banker
Account Service Representative Personal Banker
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Salary Not Disclosed
1 Vacancy
Job Description
Liberty FCU a fullservice credit union is seeking anAccount Service Representative (Personal Banker)to assist with the daily retail operations and activities of the Blankenbaker Office located at 721 Blankenbaker Pkwy Louisville KY. Candidates must possess exceptional service skills professionalism confidentiality multitasking and problemsolving skills. Previous credit union or financial institution experience is preferred. Candidates must be available to work Saturdays on a rotating basis. If applicable an initial six to eight week paid training program will be held in Evansville IN. If you are interested in applying for this position please click Apply.
Duties and responsibilities include but are not limited to the following:
- Serve as a primary Account Service Representative (Personal Banker).
- Meet with members to determine their banking needs and recommend appropriate accounts.
- Assist members with enrolling in credit union products and services.
- Maintain an active knowledge base of credit union account types services guidelines policies and procedures.
- Ensure all required account documents are completed accurately.
- Strive to meet cross sell goals.
- Assist members with certificates IRA and HSA accounts.
- Serve as a Notary Public and Signature Guarantee for credit union transactions.
- Open and close safe deposit boxes.
- Maintain a working knowledge of the credit unions core processing system.
- Serve as a Consumer Loan Processor.
- Meet with members to determine their lending needs and recommend appropriate loan type.
- Maintain an active knowledge base of lending products guidelines policies and procedures.
- Identify and recommend additional products that meets the members needs.
- Ensure all required lending documents are completed accurately.
- Make follow up outbound calls to members to inquire about lending needs.
- Strive to support branch lending goals.
- Serve as backup Teller/Member Service Representative (MSR).
- Perform various member transactions such as deposits withdrawals and loan payments.
- Ensure transactions are posted efficiently and correctly.
- Assist in balancing branch cash machines.
- Ensure cash drawer is in balance daily.
- Answer member telephone inquiries.
- Strive to meet MSR cross sell goals and work to support all branch goals and initiatives.
- Open and close the office on a rotating basis or when necessary.
- Serve as Saturday manager or any other assigned position on a rotating basis.
- Assist branch office with record keeping of employee absences and training when necessary.
- Develop a working knowledge of the credit unions data and word processing system.
- Any other duties assigned by my supervisor or management.
Qualifications:
- Must have a HS diploma or GED and be at least 18 years of age.
- Must be able to work a flexible schedule and travel to other office locations when needed.
- Must be able to stand for long periods of time and do some heavy lifting.
- Must have 12 years of cash handling experience.
- Banking experience is desired.
- Paid Holidays
- Paid Time Off (Vacation Sick and Personal Days)
- Medical Dental and Vision Insurance
- 401(k) retirement program with matching funds
- Employer paid Group Term Life Insurance Short Term and Long Term Disability Insurance
- Tuition Reimbursement Program
Liberty FCU is an Equal Opportunity Employer Minority/Female/Disability/Protected Veteran.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
