Personal Banker & Loan Specialist (Member Services)

Liberty Federal Credit Union; Evansville (IN); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Bonus opportunities

Paid Holidays

Paid Time Off

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with matching

Life Insurance

Disability Insurance

Tuition Reimbursement

Job summary

Liberty FCU is seeking an Account Service Representative (Personal Banker) to support daily retail operations at the Main Office in Evansville, IN. The role requires exceptional service, confidentiality, multi-tasking and problem-solving skills.

Prior financial institution experience is preferred. Responsibilities include meeting with members to assess banking needs, enrolling them in products, handling notary duties, processing deposits and loans, and supporting lending goals.

Qualifications

• Exceptional service skills and professionalism.
• Confidentiality and high integrity.
• Strong multi-tasking and problem-solving abilities.
• Previous financial institution experience 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, 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 Notary Public and Signature Guarantee for credit union transactions.
• Open and Close safe deposit boxes.
• Maintain knowledge of the credit union’s core processing system.
• Meet with members to determine lending needs and recommend loan types.
• Maintain knowledge base of lending products, guidelines, policies, and procedures.
• Identify and recommend additional products to meet the member’s needs.
• Ensure all required lending documents are completed accurately.
• Make follow up outbound calls to members regarding lending needs.
• Strive to support branch lending goals.
• Perform various member transactions such as deposits, withdrawals, and loan payments.
• Balance branch cash machines and cash drawer daily.
• Answer member telephone inquiries.
• Meet MSR cross sell goals and support all branch goals and initiatives.
• Open and close the office on a rotating basis.
• Serve as Saturday manager or other assigned position on rotating basis.
• Assist in record keeping of employee absences and training.
• Develop a working knowledge of data and word processing system.
• Other duties as assigned by supervisor or management.

Job description

Liberty FCU is seeking an Account Service Representative (Personal Banker) to support daily retail operations at the Main Office in Evansville, IN. The role requires exceptional service, confidentiality, multi-tasking and problem-solving skills.

Prior financial institution experience is preferred. Responsibilities include meeting with members to assess banking needs, enrolling them in products, handling notary duties, processing deposits and loans, and supporting lending goals.