What are the responsibilities and job description for the Account Service Representative/Loan Processor position at LIBERTY FEDERAL CREDIT UNION?
Liberty FCU, a full-service credit union, is currently seeking an Account Service Representative/Loan Processor to assist with the daily retail operations of the Main Office located at 4401 Theater Drive, Evansville, IN 47715. Candidates must possess exceptional service skills, professionalism, confidentiality, multi-tasking and problem-solving skills. Previous financial institution experience is preferred. The hours of operation are Monday through Thursday 8:30 a.m. - 5:00 p.m., Friday 8:30 a.m. - 6:00 p.m. and Saturday 8:30 a.m. - 1:00 p.m. Candidates must be available to work Saturdays on a rotating basis. If you are interested in applying for this position, please click Apply.
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.
