Account Service Representative (Personal Banker)

Duties and responsibilities include but are not limited to the following: 

• 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 Consumer 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 Teller/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. 

Qualifications: 

• Must have a HS diploma or GED and be at least 18 years of age. 
• 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. 

• 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.