Personal Banker & Lending Specialist

Liberty Federal Credit Union; Bowling Green (KY); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Bonus opportunities

Paid holidays

PTO (Vacation, Sick and Personal Days)

Health insurance (Medical, Dental, and

Job summary

Liberty FCU is seeking an Account Service Representative (Personal Banker) to support daily retail operations at Lovers Lane Office, 544 Lovers Lane, Bowling Green, KY 42103. The candidate should deliver exceptional service, maintain confidentiality, multitask, and solve problems with professionalism.

Primary duties include meeting with members to determine banking needs, enrolling in credit union products, handling documents, notary duties, back-up teller tasks, and supporting cross-sell goals.

Qualifications

• Must have HS diploma or GED.
• 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.

Responsibilities

• 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.
• Meet with members to determine 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 meet 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.
• 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.

Skills

Customer service

Problem-solving

Confidentiality

Multi-tasking

Notary Public

Education

HS diploma or GED

Job description

Liberty FCU is seeking an Account Service Representative (Personal Banker) to support daily retail operations at Lovers Lane Office, 544 Lovers Lane, Bowling Green, KY 42103. The candidate should deliver exceptional service, maintain confidentiality, multitask, and solve problems with professionalism.

Primary duties include meeting with members to determine banking needs, enrolling in credit union products, handling documents, notary duties, back-up teller tasks, and supporting cross-sell goals.