Member Consultant I

Interra Credit Union•Auburn, IN

About The Position

The Member Consultant I operates a full-service teller window after completing teller training, processing bank transactions and providing courteous, prompt, efficient, and accurate customer service. The role maintains customer privacy, learns and follows the Bank’s products, services, policies, and procedures, and cross-sells products and services to expand customer relationships. It also supports colleagues and participates in department, branch, and bank-wide meetings and relevant training. Depending on individual assignment, additional duties may include maintaining signature card files; scanning, verifying, balancing, and transmitting daily work to Fiserv; balancing ATMs and vaults; monitoring account and signature-card reports; reviewing account input; and opening new accounts or performing file maintenance.

Responsibilities

Represent the Bank courteously and professionally, providing prompt, efficient, and accurate transaction service.
Maintain customer privacy.
Receive checks and cash for deposit, verify deposit amounts and endorsements, and enter transactions through the online teller terminal.
Cash checks and make withdrawals after verifying signatures and account balances; assess the negotiability of checks and other instruments.
Receive loan payments, verify amounts due and applicable late charges, and record payments in the Bank’s system.
Accept lock box payments.
Redeem bonds, issue official checks, and collect applicable charges.
Process mail and night depository transactions.
Process MasterCard, Visa, and Discover cash advances.
Balance individual work and the cash drawer daily.
Learn and follow Bank products, services, policies, and procedures.
Cross-sell the Bank’s products and services and participate in training provided to support this responsibility.
Participate in department, branch, and bank-wide staff meetings.
Assist safe deposit box owners with access to their lock boxes.
Wrap coin using a coin wrapper machine.
Distribute end-of-month statements to business customers and log customer signatures.
Provide information on deposit and loan accounts using the inquiry screen.
Assist customers with check orders.
Answer the telephone when needed.
Provide dual-control assistance as needed.
Maintain clean and organized workstations.
As assigned, maintain signature card files, including filing new and changed cards and pulling closed cards.
As assigned, scan daily work, verify and balance it, and prepare it for transmission to Fiserv.
As assigned, balance the ATM daily and add money when necessary; balance the night vault daily and assist with monthly vault audits.
As assigned, record and balance Account Representatives’ cash figures with the data center for the main office and branches daily.
As assigned, oversee scanning, verification, and submission of daily work to Fiserv and maintain a daily log of transmitted totals.
As assigned, update and distribute the teller transaction count memo monthly.
As assigned, monitor daily DDA and SAV new-account reports for signature cards, and update the pending signature card list monthly.
As assigned, monitor new and revised signature cards for proper CIP information and provide sample copies to the BSA/AML Officer.
As assigned, perform a final review of deposit and services computer input, including new and revised accounts, services, and bond interest.
As assigned, maintain filing and control of SAV inactive or dormant signature cards.
As assigned, open new accounts and perform file maintenance.