Account Service Representative (Personal Banker)

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-upTeller/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 1-2 years of cash handling experience.
• Banking experience is desired.

• 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.