Account Service Representative (Personal Banker)

LIBERTY FEDERAL CREDIT UNION • Louisville, KY

7h • Onsite

About The Position

Liberty FCU is seeking an energetic Account Service Representative (Personal Banker) for the Louisville, Kentucky region. The role provides exceptional member service while promoting credit union products and services. The successful candidate will float among branch locations and may assist other departments as needed. Initial paid training lasts six to eight weeks in Evansville, Indiana; approved travel expenses, including hotel, meals, and mileage, are included.

The position serves primarily as an Account Service Representative and Consumer Loan Processor, and provides backup Member Service Representative coverage. Responsibilities also include opening and closing the office on a rotating or as-needed basis, serving as Saturday manager or in another assigned rotating role, developing working knowledge of the credit union’s data and word-processing systems, and performing other duties assigned by a supervisor or management.

Requirements

• High school diploma or GED.
• Must be at least 18 years of age.
• Ability to work a flexible schedule and travel to other office locations when needed.
• Ability to stand for long periods and do some heavy lifting.
• One to two years of cash-handling experience.

Nice To Haves

• Banking experience is desired.

Responsibilities

• Meet with members to assess banking needs, recommend appropriate accounts, and help members enroll in credit union products and services.
• Maintain knowledge of account types, services, guidelines, policies, and procedures; ensure account documents are completed accurately; and work toward cross-sell 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 assess lending needs and recommend appropriate loan types and additional products.
• Maintain knowledge of lending products, guidelines, policies, and procedures; ensure lending documents are completed accurately; and make outbound follow-up calls about lending needs.
• Back up Member Service Representatives by processing deposits, withdrawals, loan payments, and other member transactions.
• Ensure transactions are posted efficiently and correctly, assist with balancing branch cash machines, and keep the cash drawer balanced daily.
• Answer member telephone inquiries and work toward MSR cross-sell goals and 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.
• Develop working knowledge of the credit union’s data and word-processing system.
• Perform other duties assigned by a supervisor or management.
• Float to various branch locations and possibly assist other departments as needed.

Benefits

• 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
• Approved travel expenses for initial training, including hotel, meals, and mileage

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED