Member Advisor I

Interra Credit Union; Auburn (IN); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Tuition reimbursement

Company holidays

Generous PTO

Job summary

Interra Credit Union is seeking a Member Advisor I to support daily branch operations, assist with opening and filing all types of deposit accounts, and provide superior customer service across our member base. You will back up Account Representatives, help balance cash, oversee the branch capture process, maintain teller vault procedures, and participate in monthly branch meetings and staff trainings.

This role requires knowledge of internal controls, cross-selling, and the ability to work with

Qualifications

• Experience in banking operations and customer service.
• Knowledge of deposit accounts and related services.
• Ability to work with internal controls and compliance.
• Willingness to train and mentor staff.

Responsibilities

• Back up opening new accounts (Checking, Savings, CD's, IRA's, Safe Deposit Boxes and Night Deposit Agreements).
• Responsible for performing file maintenance of all types of deposit accounts and services as needed.
• Responsible for cross selling the bank's products and services.
• Back-up and assist Account Representatives on daily cash totals for main office and branches with data center.
• Back-up Vault attendant.
• Oversee branch capture process on a daily basis.
• Balance ATM as needed.
• Preparation of hourly personnel work schedules on a monthly basis.
• Provide feedback to Manager of Retail Operations for performance reviews of subordinates.
• Participate in department and bank wide staff meetings.
• May be called upon to make officer calls and participate in community organizations.
• Must be knowledgeable of all internal controls.
• Perform monthly security alarm checks.
• Perform monthly audit of vault cash and quarterly audit of teller and ATM cash as needed.
• Responsible for opening and closing branch as needed.
• Responsible for training and developing branch personnel.
• First point of contact for teller questions/issues.
• Prepare and facilitate monthly branch meetings with help from Manger of Retail Operations.
• Assist on teller line as needed.

Skills

Customer service

Cash handling

Deposit accounts

Team collaboration

Internal controls

Job description

Job Title: Member Advisor I

Reports To: Manager Retail Branch

Direct Subordinates: None

Basic Functions

Assist in managing the daily operations of branch and account representative personnel. Assist with opening and file maintenance of all types of deposit accounts and services. Maintains and encourages an attitude of superior customer service.

Duties and Responsibilities

• Back up contact for opening New Accounts (Checking, Savings, CD's, IRA's, Safe Deposit Boxes and Night Deposit Agreements)
• Responsible for performing file maintenance of all types of deposit accounts and services as needed.
• Responsible for cross selling the bank's products and services.
• Back-up and assist Account Representatives on daily cash totals for main office and branches with data center.
• Back-up Vault attendant.
• Oversee branch capture process on a daily basis.
• Balance ATM as needed.
• Preparation of hourly personnel work schedules on a monthly basis.
• Provide feedback to Manager of Retail Operations for performance reviews of subordinates.
• Participate in department and bank wide staff meetings.
• May be called upon to make officer calls and participate in community organizations.
• Must be knowledgeable of all internal controls.
• Perform monthly security alarm checks.
• Perform monthly audit of vault cash and quarterly audit of teller and ATM cash as needed.
• Responsible for opening and closing branch as needed.
• Responsible for training and developing branch personnel.
• First point of contact for teller questions/issues.
• Prepare and facilitate monthly branch meetings with help from Manger of Retail Operations.
• Assist on teller line as needed.

Organizationally

• Participate in department and bank wide staff meetings.
• May be called upon to make officer calls and participate in civic/community organizations.
• Participate in bank committee assignments as directed.
• Must be knowledge of all internal controls.
• Participate in departmental and bank wide staff and/or training meetings.
• All other duties as assigned by Management.

Description of Physical Demands and Work Environment

The work environment for this job is typical of an indoor office environment. The noise level is usually moderate. Sitting, standing, speaking, listening, writing, typing, and exerting up to 50 lbs. of force may be necessary to fulfill the essential functions of this job.

Equal Employment Opportunity and Affimative Action

Interra is an equal opportunity and affirmative action employer committed to creating a diverse workforce.

Qualified applicants will receive consideration without regard to their race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or status as a protected veteran among other factors.

Why JoinIN

• Culture: We believe that a positive work environment is key to success. Staying engaged, informed, and keeping it fun, is how we achieve this.
• Professional Growth: Our Learning and Development Team not only provide day 1 training but continuous improvement and career development for all levels.
• Competitive Salary: Attractive compensation package with performance-based incentives and bonuses.
• Benefits: Comprehensive health insurance, 401(k) matching, tuition reimbursement, company holidays, and generous PTO.
• Community Involvement: Being an active member in communities that we are a part of is important to us. We live here, work here and stay involved here!
• Visit our Opportunities page for more information.