Personal Banker- Shepherdsville

PARK COMMUNITY CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER Company Description:Park Community is Kentucky’s largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all. Role:To assist the credit union in the achievement of its goal to always make a positive difference in each members financial life. This is accomplished by providing the highest quality of service to internal/external members, identifying their financial needs and recommending products and services that would meet those needs. The Financial Services Representative is responsible for assisting members within the branch as well as assisting with incoming calls to the credit unions call center. Additionally, you are responsible to support members and potential members with their Credit Union needs; explaining services, setting up new accounts, responding to problems, and directing members to the appropriate people. Essential Functions & Responsibilities: While meeting the service standards for the credit union, assist members with opening and closing accounts; perform required transactions; service loans and assist in member inquiries regarding their loans; ensure that all documents necessary are completed accurately and input in computer system in a timely manner; maintain and update member information as required. They should be able to answer questions about products and services and resolve problems that are within their authority to resolve. Refer problems that are beyond their authority to their supervisor, along with their recommendations. Act as a liaison between members and various departments or organizations. Identify cross-sell opportunities and cross-sell services to members.Assure that appropriate records are maintained and required reports are prepared as requested.Performs other duties as assigned.Performance Measurements:1. To deliver high quality member service by meeting the service standards. 2. To provide friendly, professional and accurate service and support to all members and coworkers and achieve high ratings for Service Excellence.3. To process member transactions with a minimal number of errors.4. To develop and improve knowledge and skills in Financial Services area.5. To attain individual goals and assist in achieving branch and organizational goals.6. To follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.7. To maintain a professional work environment, promote teamwork, build respect among coworkers andpresent a businesslike appearance.8. To follow all security policies and procedures and report discrepancies or suspicious activity to managerimmediately.Knowledge and Skills:Experience One year to three years of similar or related experience.Education A high school education or GED.Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.Other Skills Able to operate a 10-key calculator, typewriter, and computer keyboard. Physical RequirementsWORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers.PHYSICAL DEMANDSThe physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others.While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds.