Account Service Representative; Personal Banker

Account Service Representative (Personal Banker)

Liberty FCU, a full‑service credit union, is seeking an Account Service Representative (Personal Banker) to assist with daily retail operations at the St. Matthews Office (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 work Saturdays on a rotating basis. An initial six‑to‑eight week paid training program will be held in Evansville, IN, and approved travel expenses (hotel, meals, mileage, etc.)

will be included. If you are interested in applying for this position, please click Apply.

Duties and responsibilities include but are not limited to the following:

• 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 types.
• Maintain an active knowledge base of lending products, guidelines, policies, and procedures.
• Identify and recommend additional products that meet 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 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 balanced daily.
• Answer member telephone inquiries.
• Strive to meet MSR cross‑sell goals and support all branch initiatives.
• Open and close the office on a rotating basis as needed.
• Serve as Saturday manager or other assigned positions on a rotating basis.
• Assist branch office with record‑keeping of employee absences and training.
• Develop a working knowledge of the credit union’s data and word‑processing systems.
• Perform any other duties assigned by 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.

Benefits and Compensation:

• 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.

Salary information is not provided in the job posting.