Account Service Representative (Personal Banker)

Evansville, IN - USA

Monthly Salary: Not Disclosed

Posted on: 16 hours ago

Vacancies: 1 Vacancy

Job Summary

Liberty FCU a full-service credit union is currently seeking an full-timeAccount Service Representative (Personal Banker)to assist with the daily retail operations of our Evansville branches. Networking opportunities within the organization are available as the successful candidate will be scheduled to float to our Evansville IN branch locations and may assist at other locations or in other departments as needed. Candidates must possess exceptional service skills professionalism confidentiality multi-tasking and problem-solving skills. Candidates must also be available to work Saturdays on a rotating basis.Previous credit union or financial institution experience is desired. If you are interested in applying for this position please click Apply.

Duties and Responsibilities:

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 back-up 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.

Benefits and Compensation:

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

Duties and Responsibilities:

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 back-up 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.

Benefits and Compensation:

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