Posted 2d ago

Account Service Representative/Loan Processor

@ Liberty Federal Credit Union
Evansville, Indiana, United States
OnsiteFull Time
Responsibilities:meeting members, assisting customers, processing loans
Requirements Summary:Customer service in financial services; loan and account processing; cross-selling; Saturdays rotation; notary and signature guarantee may be required.
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Job Description

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.    
Benefits and Compensation:
  • 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.