Account Service Representative (Personal Banker)

Duties and Responsibilities

• Serve as a primary Account Service Representative (Personal Banker)
• Meet with members to determine their banking needs and recommend appropriate accounts
• Aid 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
• Aid 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
• Strive to support branch lending goals
• Serve as back-up Teller/Member Service Representative (MSR)
• Perform various member transactions such as deposits, withdrawals, and loan payments
• Ensure transactions are posted efficiently and correctly
• Aid in balancing branch cash machines
• Aid in ensuring 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
• Aid 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

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.