Account Service Representative/Personal Banker

Liberty Federal Credit Union; Evansville (IN); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Bonus opportunities

Paid holidays

Paid time off

Medical insurance

Dental insurance

Vision insurance

401(k) matching funds

Life insurance

Disability insurance

Tuition reimbursement

Job summary

Liberty FCU is seeking an Account Service Representative/Personal Banker for its Downtown Evansville office. The role handles daily retail operations, member consultations, and cross-selling of banking products, with duties including notary service, safe deposit box duties, and balance of cash drawers.

Saturday rotations may apply. Candidates should possess strong service skills and confidentiality; prior credit union or financial institution experience is preferred.

Responsibilities

• Meet with members to determine banking needs and recommend accounts.
• Assist members with enrolling in credit union products and services.
• Maintain knowledge of account types, services, policies and procedures.
• Ensure all account documents are completed accurately.
• Cross-sell products to meet member needs.
• Assist with certificates, IRA and HSA accounts.
• Serve as Notary Public and Signature Guarantee for transactions.
• Open and close safe deposit boxes.
• Maintain knowledge of core processing system.
• Perform deposits, withdrawals and loan payments as MSR; balance cash drawers.

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Account Service Representative/Personal Banker

Full Time Clerical DOWNTOWN OFFICE, Evansville, IN, US

2 days ago Requisition ID: 4062

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.

Duties and Responsibilities

• 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.

Duties and Responsibilities

• 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.

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.