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Account Service Representative/Loan Processor

Company: Liberty Federal Credit Union
Location: Evansville
Posted on: May 25, 2023

Job Description:

Liberty FCU, a full-service credit union, is seeking an Account Service Representative/Loan Processor to assist with the daily retail operations in the Evansville area. Networking opportunities within the organization are available as the successful candidate will be scheduled to "float" to branch locations and may assist at other locations or in other departments as needed. Candidates must possess exceptional service skills, professionalism, confidentiality, multi-tasking and problem solving skills. Previous credit union or financial institution experience is preferred. 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 include but are not limited to: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.Benefits and Compensation:Bonus and incentive opportunitiesPaid HolidaysPaid Time Off (Vacation, Sick and Personal Days)Medical, Dental and Vision Insurance401(k) retirement program with matching fundsEmployer paid Group Term Life Insurance, Short Term and Long Term Disability InsuranceTuition Reimbursement ProgramLiberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.

Keywords: Liberty Federal Credit Union, Evansville , Account Service Representative/Loan Processor, Sales , Evansville, Indiana

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