Account Service Representative (Personal Banker)
About The Position
Liberty FCU, a full-service credit union, is seeking an Account Service Representative (Personal Banker) to assist with the daily retail operations and activities of the St. Matthews Office, located at 4220 Shelbyville Rd, Louisville, KY. Candidates must possess exceptional service skills, professionalism, confidentiality, multi-tasking, and problem-solving 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-eight week paid training program will be held in Evansville, IN. Approved travel expenses (hotel, meals, mileage, etc) will be included. If you are interested in applying for this position, please click Apply.
Requirements
- 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.
Nice To Haves
- Banking experience is desired.
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 union’s 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 member’s 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 union’s data and word processing system.
- Any other duties assigned by my supervisor or management.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
