Member Advisor I: Customer Growth & Branch Ops

Interra Credit Union

Auburn (IN)

On-site

USD 32,000 - 45,000

Full time

2 days ago
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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

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

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