Account Service Representative (Personal Banker)

Liberty Federal Credit Union; Louisville (KY); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading credit union in Louisville is seeking an Account Service Representative (Personal Banker) to assist with daily retail operations. The role involves meeting members' banking needs, processing loans, and supporting branch goals. Ideal candidates will have strong service skills and prior banking experience. A flexible schedule is required, including Saturdays on a rotating basis. Training may be provided in Evansville, IN.

Benefits

Paid Holidays and Time Off

Medical, Dental, and Vision Insurance

401(k) with matching

Group Life Insurance

Short & Long Term Disability Insurance

Tuition Reimbursement

Qualifications

• 1-2 years of cash handling experience; banking experience preferred.
• Flexible schedule and ability to travel to other locations.

Responsibilities

• Meet with members to assess banking needs and recommend accounts.
• Assist members with enrolling in credit union products and services.
• Perform member transactions (deposits, withdrawals, loan payments).

Skills

Service Skills

Problem Solving

Multi-tasking

Education

High school diploma or GED

Job description

Account Service Representative (Personal Banker)

Join to apply for the Account Service Representative (Personal Banker) role at Liberty Federal Credit Union.

Liberty FCU, a full-service credit union, is seeking an Account Service Representative (Personal Banker) to assist with daily retail operations at the Hurstbourne Office, Louisville, KY. Candidates should possess excellent service skills, professionalism, confidentiality, multi-tasking, and problem-solving abilities. Prior credit union or financial institution experience is preferred. Availability to work Saturdays on a rotating basis is required. A six to eight-week paid training in Evansville, IN, may be provided. To apply, click 'Apply'.

Responsibilities include but are not limited to:

1. Primary Account Service Representative

• Meet with members to assess 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 accurate completion of account documents.
• Strive to meet cross-sell goals.
• Assist with certificates, IRA, and HSA accounts.
• Serve as Notary Public and Signature Guarantee for transactions.
• Open and close safe deposit boxes.
• Understand the credit union’s core processing system.

Consumer Loan Processor

• Meet with members to determine lending needs and recommend loan types.
• Maintain knowledge of lending products, policies, and procedures.
• Identify and recommend additional products.
• Ensure accurate completion of lending documents.
• Follow up with members regarding lending needs.
• Support branch lending goals.

Back-up Teller/Member Service Representative

• Perform member transactions (deposits, withdrawals, loan payments).
• Ensure transactions are posted accurately and efficiently.
• Assist with balancing branch cash machines and daily cash drawer.
• Answer member inquiries via phone.
• Support branch goals and initiatives.

Assist with opening/closing the office on a rotating basis and other duties as assigned.

Qualifications:

• High school diploma or GED, at least 18 years old.
• Flexible schedule and ability to travel to other locations.
• Ability to stand for long periods and do some heavy lifting.
• 1-2 years of cash handling experience; banking experience preferred.

Benefits include:

• Paid Holidays and Time Off
• Medical, Dental, and Vision Insurance
• 401(k) with matching
• Group Life, Short & Long Term Disability Insurance
• Tuition Reimbursement

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