Liberty Federal Credit Union · 1 month ago
Account Service Representative (Personal Banker)
Franklin, TN, US
Full-time
Onsite
Entry Level
1+ years expLiberty Federal Credit Union is a full-service credit union seeking an Account Service Representative (Personal Banker) to assist with daily retail operations at their Branch Creek office. The role involves meeting members' banking needs, processing loans, and providing various services while maintaining knowledge of credit union products and policies.
BankingCreditFinancial Services
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 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
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
Qualification
Required
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
Preferred
Previous credit union or financial institution experience is desired
Banking experience is desired
Benefits
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
Company
Liberty Federal Credit Union
About Liberty Federal Credit Union Liberty Federal Credit Union is a member-owned financial institution focused on returning value through innovative products and services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Veech
SVP of Finance / Chief Financial Officer
Mark Winchester
EVP/CLO of Lending
Company data provided by crunchbase