Account Service Representative​/Personal Banker

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Full Time Clerical DOWNTOWN OFFICE, Evansville, IN, US

2 days ago Requisition

Liberty FCU, a full-service credit union, is currently seeking an Account Service Representative/Personal Banker to assist with the daily retail operations and activities of our Downtown Office located at 728 Locust St, Evansville, IN. 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 preferred.

• Serve as a primary Account Service Representative.
  • 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 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 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.

• Serve as a primary Account Service Representative.
  • 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 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…