Member Consultant I , Pool

Interra Credit Union•Hicksville, OH

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 cross-sells the Bank’s products and services, protects customer privacy, and supports coworkers as needed. Member Consultant I employees are hired into a Consultant Pool and must be willing to work at different branch locations. Schedules may vary according to branch needs. This position covers branch staffing needs in Region Three: Auburn, Edgerton, Grabill, and Hicksville. The position also includes additional duties assigned individually, such as maintaining signature card files, scanning and balancing daily work for transmission to Fiserv, vault and ATM balancing, reviewing account documentation and computer input, and opening new accounts or performing file maintenance. Employees are expected to participate in training that supports cross-selling and the expansion of customer relationships. The work takes place in a typical indoor office environment with a usually moderate noise level. Sitting, standing, speaking, listening, writing, typing, and exerting up to 50 pounds of force may be necessary to perform essential job functions.

Responsibilities

Represent the Bank courteously and professionally, providing prompt, efficient, and accurate transaction service.
Maintain customer privacy.
Receive checks and cash for savings and checking deposits, verify deposit amounts, examine endorsements, and enter transactions through the online teller terminal.
Cash checks and make withdrawals after verifying signatures and account balances; inspect checks, bonds, money orders, and other items for negotiability.
Receive loan payments, verify amounts due and applicable late charges, and enter payments into the bank’s records.
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 cash drawer daily.
Learn and follow product and service details, policies, and procedures.
Cross-sell products and services to customers and participate in related training.
Participate in department, branch, and bank-wide staff meetings.
Assist safe deposit box owners with accessing their lock boxes.
Wrap coin using a coin wrapper machine.
Distribute end-of-month statements to business customers and log customer signatures.
Provide deposit and loan account information 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.
File new and changed signature cards and retrieve closed cards.
Scan daily work, verify and balance it, and prepare it for transmission to Fiserv.
Serve as vault attendant, balance the ATM daily, and add money when necessary.
Balance the vault, including the night vault daily and assisting with monthly vault audits.
Record and balance Account Representatives’ cash figures with the data center for the main office and branches daily.
Oversee scanning, verification, and submission of daily work to Fiserv and maintain a daily log of transmitted totals.
Update and distribute the teller transaction count memo to applicable staff monthly.
Monitor daily DDA and SAV New Account reports to verify receipt of signature cards and update the pending signature card list monthly.
Monitor new and revised signature cards for proper CIP information and provide sample copies to the BSA/AML Officer.
Perform a final review of deposit and service computer input, including new and revised accounts, services, and bond interest.
Maintain filing and control of SAV inactive or dormant signature cards.
Open new accounts and perform file maintenance as needed.
Float among branch locations in Region Three according to branch staffing needs.