3 research jobs found

As a Private Banker, you will be responsible for providing a world class member service experience to our high-net-worth members while overseeing their financial activities. Monitor an existing deposit portfolio greater than $25M with a minimum of 50 households as well as build own portfolio by developing relationships with new members. Grow the average preferred service client products per household and new deposits. Develop relationships with members, offer knowledgeable financial and banking advice, provide banking services such as personal cash management, secured and unsecured credit, investment management and interest services. Collaborate with various internal departments to on the members behalf. Accountable for staying well informed of market conditions, wealth planning concepts, banking concepts, real estate and business opportunities for clients. conduct research to determine good opportunities to meet private banking revenue goals. Keep current with market updates,...

Liberty FCU, a full-service credit union, is currently seeking a Card Services Fraud Specialist to join the Card Services team. This position will be held in our Operations Building located at 4601 Theater Drive, Evansville, IN. Candidates must possess excellent member service skills, professionalism, and confidentiality. Previous experience with debit/credit card dispute and charge back services is preferred. Applicants must be willing to work Saturdays and evenings when necessary. If interested, please proceed by clicking Apply. Duties and Responsibilities: Process and monitor debit and credit card fraud. Receive, review, and research fraud/dispute paperwork, including working with merchants and members for resolution. Monitor reports from card processor for new cases. Monitor existing cases and review closing documents provided by card processor. Maintain multiple tracking logs and update as...

Liberty FCU, a full-service credit union, is seeking a Commercial Loan Processor . This position could be located at 4401 Theater Drive, Evansville, IN. The ideal candidate for this position must provide exceptional service to ensure a seamless loan process. This role will provide administrative support to commercial lending staff, interact with clients and third-party vendors, and ensure accurate and timely commercial loan documentation. If interested, please proceed by clicking Apply. Duties and responsibilities include but are not limited to the following: Process all loans as assigned, including the most complex files. Responsible for clearing conditions and issuing changes to the terms on previously approved loans. Responsible for verifying conditions of approval which may include, but not limited to client income/assets documentation, resolve routine title issues including, but not limited to the following: vesting issues, child...