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.
• 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.
• 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.
• Serve as Saturday manager or any other assigned position on a rotating basis.
• Aid in assisting 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

• Exceptional service skills, professionalism, confidentiality, multi-tasking and problem-solving skills.
• Availability to work Saturdays on a rotating basis.
• Previous credit union or financial institution 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