Account Service Representative (Personal Banker)
Account Service Representative (Personal Banker)
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
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
