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Interra Credit Union in Hicksville, OH seeks a Member Consultant I, Pool. After teller training, you will operate a full-service teller window and handle deposits, withdrawals, and basic account services while delivering friendly, accurate service.
As part of the Consultant Pool, you may float to Auburn, Edgerton, Grabill, and Hicksville locations. The role involves cross-selling products and supporting branch staffing needs; schedule may vary by branch requirements.
If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following our Accessibility Accomodation for Applicants page.
Showing 1 location
Hicksville, OH 43526, USA
Job Title: Member Consultant I, Pool
Reports To: Manager Retail Branch
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 .
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. Maintain customer privacy at all times.
3. Receive checks and cash for deposit to savings and checking accounts, verifies deposit amounts.
a) Examine checks for endorsement and enter transactions into Bank via on-line teller terminal
4. Cash checks and pay money from savings and checking accounts upon verification of signatures and customer account balances.
a) Inspects all checks, bonds, money orders, savings withdrawals, etc., to determine their negotiability.
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.
6. Accept lock box payments.
7. Redeem bonds and issue official checks and collect appropriate charges.
8. Process mail and night depository transactions.
9. Process MasterCard, Visa and Discover cash advances.
10. Balance individual work and cash drawer daily.
11. Learn details of products and services, policies and procedures and adhere to.
12. Cross-sell products and services to the customer.
13. Participate in department, branch and bank wide staff meetings.
14. Assist Safe Deposit Box owners in accessing their lock boxes.
15. Wrap coin in coin wrapper machine.
16. Distribute end of month statements to business customers. Log signature of customers.
17. Provide customer information on deposit and loan accounts via inquiry screen.
18. Assist customers with check orders.
19. Assist with answering telephone when needed.
20. Provide dual control assistance as needed.
21. Maintain clean and organized workstations.
1. Responsible for maintaining signature card files by filing new and changed cards and pulling closed cards.
2. Scan daily work, verify and balance to prepare for transmission to Fiserv.
3. Vault Attendant. (Balancing ATM daily and adding money when necessary).
4. Balancing the vault. (Night vault daily and assist with monthly vault audits).
5. Record and balance Account Representatives cash figures with the data center for main office and branches daily.
6. Oversee that daily work is scanned, verified and submitted to Fiserv. Maintain daily log of totals transmitted.
7. Update and distribute teller transaction count memo to applicable staff monthly.
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. Monitor new and revised signature cards for proper CIP information and provide sample copies to BSA/AML Officer.
10. Perform a final review of all deposit/services computer input. (New and revised accounts, services, bond interest, etc.)
11. Maintain filing and control of SAV inactive/dormant signature cards.
12. Open New Accounts and perform file maintenance as needed.
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.
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.
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 HR@interracu.com and one of our Human Resources Consultants will contact you within 48 hours.
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.