Account Service Representative/Personal Banker

Duties and Responsibilities:   

• Serve as a primary Account Service Representative.   
  • 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 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 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.    

• Bonus and incentive opportunities 
• 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.