Account Service Representative (Personal Banker)

L

LIBERTY FEDERAL CREDIT UNION

Posted 3 months ago

Full Time

Louisville, Kentucky

In Person

Smart Summary

Responsibilities

The role involves serving as a Personal Banker and Loan Processor to help members with account opening, lending needs, and general banking transactions. Additionally, the representative will act as a back-up Member Service Representative and handle branch operational tasks.

Qualifications

You have a high school diploma or GED and at least 18 years of age. You also possess 1-2 years of cash handling experience and are able to work a flexible schedule, travel as needed, and stand for long periods with some heavy lifting. Banking experience is desired.

Must Have Skills for ATS

cash handling

Notary Public

Signature Guarantee

Job Description

Liberty FCU, a full-service credit union, is currently seeking an energetic Account Service Representative (Personal Banker) for the Louisville, KY region. The ability to provide exceptional member service while promoting credit union products and services is required. Networking opportunities within the organization are available as the successful candidate will be scheduled to “float” to our various branch locations and, possibly, assist in other departments as needed. 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 interested, please submit an employment application by clicking 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 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.    
  • 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.   
  • Develop a working knowledge of the credit union’s data and word processing system.   
  • Any other duties assigned by my 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:

  • 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

Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran. 

L

LIBERTY FEDERAL CREDIT UNION

About Liberty Federal Credit Union Liberty Federal Credit Union is a member-owned financial institution focused on returning value through innovative products and services. Liberty has been recognized on a state level by Forbes as one of Indiana’s best financial institutions. In recent years, the credit union has also received acclaim on a national level, including being named the nation’s Best Credit Union for Checking by Investopedia in 2021 and appearing on Newsweek’s list of America’s Best Banks in 2022. Among Liberty FCU’s most innovative products is its Vertical Checking. This free checking account offers a high interest rate of 3.30% APY on balances up to $20,000, plus reimbursement for usage fees paid when using any ATM worldwide up to $15 per month. However, Liberty Federal Credit Union similarly excels in providing value through better loan options for borrowers. For instance, the credit union offers an uncommonly wide variety of mortgage options to ensure the best fit for its members. According to the American Credit Union Mortgage Association, Liberty FCU was the Midwest’s top credit union in 2021 total first mortgage originations. Nationally, we ranked eleventh. Headquartered in Evansville, Indiana, Liberty FCU offers a wide footprint of branch locations throughout southern Indiana, western Kentucky, and the Greater Nashville area in Tennessee. However, the credit union currently serves more than 270,000 members across all fifty states and at least eight countries.
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