Personal Banker & Loan Processor — Full-Time

Liberty Federal Credit Union; Evansville (IN); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Bonus and incentive opportunities

Paid Holidays

Paid Time Off

Medical, Dental and Vision Insurance

401(k) retirement program withMatching

Employer paid Group Term LifeInsurance

Short Term and Long Term Disability

Tuition Reimbursement Program

Job summary

Liberty FCU in Evansville, IN seeks an Account Service Representative (Personal Banker) to support daily branch operations. You will meet with members, open accounts, process deposits, and help with loans, with Saturday rotation.

There is opportunity to float to multiple Evansville locations, provide exceptional service, and cross-sell credit union products while maintaining accuracy and confidentiality.

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 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.
• 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.

Job description

Liberty FCU in Evansville, IN seeks an Account Service Representative (Personal Banker) to support daily branch operations. You will meet with members, open accounts, process deposits, and help with loans, with Saturday rotation.

There is opportunity to float to multiple Evansville locations, provide exceptional service, and cross-sell credit union products while maintaining accuracy and confidentiality.