Member Consultant I

Interra Credit Union•Auburn, IN

About The Position

The Member Consultant I, also known as an Account Representative, operates a full-service teller window after completing teller training and processes bank transactions. The role represents the Bank to customers by providing courteous, professional, prompt, efficient, and accurate service while maintaining customer privacy. It also involves learning and following the Bank’s products, services, policies, and procedures; cross-selling products and services; and assisting fellow employees and customers as needed. The position processes deposits, withdrawals, checks, loan payments, lock box payments, bond redemptions, official checks, card cash advances, mail and night depository transactions, and other teller services. It balances an individual work and cash drawer daily and maintains an organized workstation. Depending on individual assignment, responsibilities may also include account and signature-card administration, scanning and balancing daily work for transmission to Fiserv, ATM and vault balancing, review of account input and records, and opening new accounts. The work is performed in a typical indoor office environment with usually moderate noise. Sitting, standing, speaking, listening, writing, typing, and exerting up to 50 pounds of force may be necessary to perform essential functions. Reasonable accommodation may be made for individuals with disabilities. The Hicksville Bank is an Equal Opportunity Employer. Employees in this role are expected to make every effort to increase customer use of the Bank’s services through cross-selling and must participate in training provided to support that responsibility.

Requirements

Completion of teller training before operating a full-service teller window.
Ability to provide courteous, professional, prompt, efficient, and accurate customer service.
Ability to maintain customer privacy and follow Bank products, services, policies, and procedures.
Ability to process banking transactions and balance work and a cash drawer.
Ability to make every effort to increase customer use of Bank services through cross-selling and to participate in related training.
Ability to perform essential job functions that may include sitting, standing, speaking, listening, writing, typing, and exerting up to 50 pounds of force.

Responsibilities

Represent the Bank to customers in a courteous and professional manner and provide prompt, efficient, accurate transaction service.
Maintain customer privacy.
Receive checks and cash for deposit, verify deposit amounts and endorsements, and enter transactions using the online teller terminal.
Cash checks and pay funds from savings and checking accounts after verifying signatures and account balances; inspect checks and other negotiable items.
Receive loan payments, confirm amounts due and applicable late charges, and record payments using the online terminal.
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 the Bank’s products, services, policies, and procedures.
Cross-sell the Bank’s products and services and participate in training supporting 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 deposit and loan account information through the inquiry screen.
Assist customers with check orders.
Assist with answering 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, serve as vault attendant by balancing the ATM daily and adding money when necessary.
As assigned, 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 to applicable staff monthly.
As assigned, monitor daily DDA and SAV New Account reports for receipt of 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.