Member Consultant I , Pool

Interra Credit Union•Hicksville Township, OH

9d•Onsite

About The Position

The Member Consultant I works in the Consultant Pool and floats among branch locations in Region Three, covering staffing needs in Auburn, Edgerton, Grabill, and Hicksville. The schedule may vary based on branch needs. After completing teller training, the consultant operates a full-service teller window, processes bank transactions, cross-sells products and services, maintains a customer-service-oriented approach, and assists fellow employees. The role provides courteous, professional, prompt, efficient, and accurate service while protecting customer privacy. It includes processing deposits, withdrawals, check cashing, loan payments, lockbox payments, official checks, bond redemptions, cash advances, mail and night-depository transactions, and other teller services. The consultant balances cash and work, follows bank policies and procedures, participates in staff meetings and training, and maintains an organized workstation. Additional duties may be assigned individually and include maintaining signature card files, scanning and reconciling daily work for transmission to Fiserv, balancing ATMs and vaults, monitoring account and signature-card records, reviewing deposit and service input, and opening new accounts or performing file maintenance as needed. The position is performed in a typical indoor office environment with moderate noise. Sitting, standing, speaking, listening, writing, typing, and exerting up to 50 pounds of force may be necessary. Interra is an equal opportunity and affirmative action employer. The organization highlights its positive workplace culture, professional growth and development, competitive compensation with performance-based incentives and bonuses, comprehensive benefits, and community involvement. Employees are expected to participate in training and make efforts to increase customers’ use of the Bank’s products and services through cross-selling.

Requirements

Complete teller training.
Maintain a customer-service attitude and provide courteous, professional, prompt, efficient, and accurate service.
Protect customer privacy and follow bank policies and procedures.
Make efforts to increase customers’ use of products and services through cross-selling.
Participate in training provided to support cross-selling responsibilities.

Responsibilities

Represent the Bank courteously and professionally, providing prompt, efficient, and accurate transaction service.
Maintain customer privacy.
Receive and process check and cash deposits, verify amounts and endorsements, and enter transactions through the online teller terminal.
Cash checks and make savings and checking account withdrawals after verifying signatures, balances, and negotiability of items.
Receive loan payments, confirm payment amounts and applicable late charges, and enter payments into the records.
Accept lockbox 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 details of products, services, policies, and procedures.
Cross-sell products and services to customers 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 lockboxes.
Wrap coin using a coin wrapper machine.
Distribute end-of-month statements to business customers and log customer signatures.
Provide customer information on deposit and loan accounts through 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; oversee submission and maintain a daily transmission log.
As assigned, balance ATMs and add money when necessary; balance the night vault 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, update and distribute the teller transaction count memo 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 final reviews of deposit and service computer input, including new and revised accounts, services, and bond interest.
As assigned, maintain filing and control of SAV inactive and dormant signature cards.
Open new accounts and perform file maintenance as needed.
Float to different branch locations in Region Three to cover branch staffing needs.