Account Service Representative (Personal Banker)

Liberty Federal Credit Union; Louisville (KY); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid Holidays

Paid Time Off

Health Insurance

401(k) retirement program

Life Insurance

Short/Long Term Disability

Tuition Reimbursement

Job summary

Liberty FCU in Louisville, KY is looking for an Account Service Representative (Personal Banker) to assist members with daily retail operations at the Hurstbourne Office. The role emphasizes exceptional service, professionalism, confidentiality, and cross-sale goals.

Responsibilities include meeting members to determine banking needs, opening accounts, lending support, notary duties, and occasional back-up Teller/MSR tasks. Flexible schedule and potential training in Evansville, IN are noted.

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 and do some heavy lifting.
• 1-2 years of cash handling experience; banking experience is desired.

Responsibilities

• Meet with members to determine banking needs and recommend appropriate accounts.
• Assist members with enrolling in credit union products and services.
• Notary Public and Signature Guarantee for credit union transactions.
• Open and close safe deposit boxes and maintain core processing system knowledge.
• Serve as Consumer Loan Processor and identify lending needs and cross-sell opportunities.
• Back-up Teller/MSR duties including deposits, withdrawals, and loan payments; balance cash drawer daily.
• Open and close the office on a rotating basis and cover Saturday shifts as needed.

Skills

Customer service

Professionalism

Confidentiality

Multi-tasking

Problem solving

Education

HS diploma or GED

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 HURSTBOURNE, Louisville, KY, US

Liberty FCU, a full-service credit union, is seeking an Account Service Representative (Personal Banker) to assist with the daily retail operations and activities of the Hurstbourne Office, located at 1200 Forest Bridge 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 be available to work Saturdays on a rotating basis. If applicable, an initial six-eight week paid training program will be held in Evansville, IN.

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.
  • 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.
  • 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.

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.