Member Consultant I , Pool

Interra Credit Union; Hicksville (NY); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Tuition reimbursement

Company holidays

Paid Time Off

Job summary

Interra Credit Union seeks a Member Consultant I to operate a full-service teller window, process daily transactions, and cross-sell banking products. The role is part of a Consultant Pool, floating to multiple branches across Region Three including Hicksville, Auburn, Edgerton and Grabill to support branch staffing needs.

The ideal candidate has completed teller training and maintains a customer-focused, accurate approach to everyday banking tasks.

Qualifications

• Completed teller training.

Responsibilities

• Represent the Bank to customers in a courteous, professional manner while processing transactions accurately and efficiently.
• Maintain customer privacy at all times.
• Receive checks and cash for deposit; verify deposit amounts.
• Cash checks and pay money from accounts with verified signatures and balances.
• Cross-sell products and services to customers.
• Balance cash drawer daily and ensure accuracy.
• Assist with answering telephone when needed.

Job description

Job Title

Member Consultant I, Pool

Reports To

Manager Retail Branch

Direct Subordinates

None

Basic Functions

Having completed teller training, operates a full-service teller window and processes all bank transactions negotiated at the teller window. Cross-sells the Bank’s products and services. Maintains a customer service attitude and assists fellow employees as needed.

Member Consultant I's are hired into our Consultant Pool. In the Pool we are looking for candidates that are willing to float to different branch locations. The schedule may vary due to branch needs. The position covers branch staffing needs in Region Three: Auburn, Edgerton, Grabill and Hicksville .

Duties and Responsibilities

1. 1. Is accountable for representing the Bank to the customer in a courteous, professional manner and providing prompt, efficient and accurate service in processing transactions.


2. 2. Maintain customer privacy at all times.


3. 3. Receive checks and cash for deposit to savings and checking accounts, verifies deposit amounts.


4. a) Examine checks for endorsement and enter transactions into Bank via on-line teller terminal


5. 4. Cash checks and pay money from savings and checking accounts upon verification of signatures and customer account balances.


6. a) Inspects all checks, bonds, money orders, savings withdrawals, etc., to determine their negotiability.


7. 5. Receive loan payments ensuring that payments equal the amount that is due on the loan and that all late charges, if applicable, are collected and enter into the records via on-line terminal.


8. 6. Accept lock box payments.


9. 7. Redeem bonds and issue official checks and collect appropriate charges.


10. 8. Process mail and night depository transactions.


11. 9. Process MasterCard, Visa and Discover cash advances.


12. 10. Balance individual work and cash drawer daily.


13. 11. Learn details of products and services, policies and procedures and adhere to.


14. 12. Cross-sell products and services to the customer.


15. 13. Participate in department, branch and bank wide staff meetings.


16. 14. Assist Safe Deposit Box owners in accessing their lock boxes.


17. 15. Wrap coin in coin wrapper machine.


18. 16. Distribute end of month statements to business customers. Log signature of customers.


19. 17. Provide customer information on deposit and loan accounts via inquiry screen.


20. 18. Assist customers with check orders.


21. 19. Assist with answering telephone when needed.


22. 20. Provide dual control assistance as needed.


23. 21. Maintain clean and organized workstations.

Additional responsibilities that are performed on an individual basis

1. 1. Responsible for maintaining signature card files by filing new and changed cards and pulling closed cards.


2. 2. Scan daily work, verify and balance to prepare for transmission to Fiserv.


3. 3. Vault Attendant. (Balancing ATM daily and adding money when necessary).


4. 4. Balancing the vault. (Night vault daily and assist with monthly vault audits).


5. 5. Record and balance Account Representatives cash figures with the data center for main office and branches daily.


6. 6. Oversee that daily work is scanned, verified and submitted to Fiserv. Maintain daily log of totals transmitted.


7. 7. Update and distribute teller transaction count memo to applicable staff monthly.


8. 8. Monitor the daily DDA and SAV New Account reports to verify that signature cards have been received. Update pending signature card list monthly.


9. 9. Monitor new and revised signature cards for proper CIP information and provide sample copies to BSA/AML Officer.


10. 10. Perform a final review of all deposit/services computer input. (New and revised accounts, services, bond interest, etc.)


11. 11. Maintain filing and control of SAV inactive/dormant signature cards.


12. 12. Open New Accounts and perform file maintenance as needed.

Description of Physical Demands and Work Environment

1. 1. 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 Affinitive 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.

Accessibility Accommodation

Interra Credit Union invites all qualified and interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please contact [e-mail] and one of our Human Resources Consultants will contact you within 48 hours.

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

Management of this organization understands the importance of expanding customer relationships as much as possible. It is vital to the future success. As such, we expect anyone filling this position to make every effort to increase the average number of services utilized by our customers by cross-selling products and services. An employee working in this capacity will be required to participate in all training provided to assist them in fulfilling this requirement.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.