Account Service RepresentativeLoan Processor
Account Service RepresentativeLoan Processor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Liberty FCU a fullservice credit union is currently seeking anAccount Service Representative/Loan Processor to assist with the daily retail operations of the Northbrook Office located at 1100 West Buena Vista Rd Evansville IN 47724. Candidates must possess exceptional service skills professionalism confidentiality multitasking and problemsolving skills. Previous financial institution experience is preferred.The hours of operation are Monday through Thursday 8:30 a.m. 5:00 p.m. Friday 8:30 a.m. 6:00 p.m.and Saturday 8:30 a.m. 1:00 p.m.Candidates must be available to work Saturdays on a rotating basis.If you are interested in applying for this position please click Apply.
Duties and Responsibilities:
- Serve as a primary Account Service Representative.
- 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 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 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.
- Bonus and incentive opportunities
- 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
