- Serve as a primary consumer loan officer.
- 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 members needs.
- Ensure all required lending documents are completed accurately.
- Make follow up outbound calls to members to inquire about lending needs.
- Strive to meet monthly lending goals.
- Serve as an 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 unions core processing system.
- Serve as a back-up member service representative.
- Process various member transactions promptly and accurately.
- Provide exceptional member service.
- Maintain an active knowledge base of all MSR policies and procedures.
- Strive to meet cross sell goals.
- Assist Branch Manager with weekly timesheet schedules.
- Assist Branch Manager with MSR evaluations.
- Assist with balancing, loading, and maintaining all bank equipment.
- Supervise, open, and close the office in the absence of the Branch Manager or when necessary.
- Assist Branch Manager with cash drawer audits and MSR balancing.
- Serve as a combination holder for ATM processing and maintenance.
- Serve as a member of the alarm response team.
- 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
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Assistant Branch Manager - Franklin, United States - Liberty Federal Credit Union
Description
Liberty FCU is seeking an Assistant Branch Managerto assist with the daily operations and activities of the Branch Creek office located at 580 Franklin Rd, Franklin, TN Candidates must possess exceptional service skills, professionalism, confidentiality, multi-tasking and problem-solving skills. This individual will be responsible for working with the Branch Manager to assure that policies and procedures are being followed while still providing excellent member service. If applicable, an initial six-eight week paid training program will be held in Evansville, IN. Previous credit union or financial institution experience is desired.
Duties and responsibilities include but are not limited to the following: