Account Service Representative (Personal Banker)

LIBERTY FEDERAL CREDIT UNION•Evansville, IN

21d

About The Position

Liberty FCU is seeking a full-time Account Service Representative (Personal Banker) to support daily retail operations at its Evansville branches. The successful candidate will float among Evansville, Indiana branch locations and may assist at other locations or in other departments as needed. The role combines personal banking, consumer loan processing, and backup teller/member service duties. Candidates should demonstrate exceptional service skills, professionalism, confidentiality, multitasking, and problem-solving. Previous credit union or financial institution experience is desired. Saturday work is required on a rotating basis.

Requirements

Exceptional service skills.
Professionalism.
Ability to maintain confidentiality.
Multitasking skills.
Problem-solving skills.
Availability to work Saturdays on a rotating basis.

Nice To Haves

Previous credit union or financial institution experience.

Responsibilities

Meet with members to identify banking needs and recommend appropriate accounts.
Assist members with enrolling in credit union products and services.
Maintain knowledge of account types, services, guidelines, policies, and procedures.
Ensure required account documents are completed accurately.
Work toward cross-selling goals.
Assist members with certificates, IRA accounts, and HSA accounts.
Serve as a Notary Public and provide Signature Guarantee for credit union transactions.
Open and close safe deposit boxes.
Maintain working knowledge of the credit union’s core processing system.
Meet with members to determine lending needs and recommend appropriate loan types.
Maintain knowledge of lending products, guidelines, policies, and procedures.
Identify and recommend additional products that meet members’ needs.
Ensure required lending documents are completed accurately.
Make follow-up outbound calls to members about lending needs.
Support branch lending goals.
Perform member transactions, including deposits, withdrawals, and loan payments.
Ensure transactions are posted efficiently and accurately.
Assist with balancing branch cash machines and ensure the cash drawer is balanced daily.
Answer member telephone inquiries.
Work toward MSR cross-selling goals and support branch goals and initiatives.
Open and close the office on a rotating basis or when necessary.
Serve as Saturday manager or perform another assigned position on a rotating basis.
Assist the branch office with employee absence records and training when necessary.
Develop working knowledge of the credit union’s data and word processing system.
Perform other duties assigned by a supervisor or management.