Account Service Representative/Loan Processor Job at Liberty Federal Credit Union
Liberty FCU, a full service credit union, is seeking an
Account Service Representative/Loan Processor to assist with the daily retail operations and activities of the Nolensville Office located at 1000 Southwalk Drive, Nolensville, TN 37135. Candidates must possess exceptional service skills, professionalism, confidentiality, multi-tasking and problem-solving skills. Previous credit union or financial institution experience is preferred. If applicable, an initial 6-8 week training may be held in Evansville, IN. If you are interested in applying for this position, please click Apply.
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.
- 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 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.
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
Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.
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