Member Consultant I, Pool

Interra Credit Union; Nappanee (IN); Hybrid; USD 25,000 - 30,000; Full time

Benefits offered by this job

Comprehensive health insurance

401(k) matching

Tuition reimbursement

Generous PTO

Job summary

A financial service provider in Indiana is seeking a Member Consultant I to provide exceptional member service, facilitate transactions, and support staffing needs across different branches. This role requires 1+ years of customer service experience and a high school diploma or equivalent. The successful candidate will have strong communication skills and the ability to handle various operational tasks while ensuring member satisfaction. Opportunity for professional growth and a competitive salary is offered.

Qualifications

• 1+ years of customer service experience in banking, retail, or a related field.
• High school diploma or equivalent is required.
• Valid driver's license is a must.

Responsibilities

• Provide dedicated member service and facilitate day-to-day transactions.
• Educate members on a variety of products and services.
• Support branch staffing needs across various locations.
• Identify cross-sell opportunities and educate members on products.
• Support branches including weekends and extended hours while following policies.
• Comply with security, legal, and regulatory requirements.

Skills

Customer service experience

Verbal communication

Written communication

Analytical skills

Teamwork

Teamwork

Professionalism

Education

High school diploma or equivalent

Driver's license

Tools

Routine office equipment

Job description

Member Consultant I – Pool (Interra Credit Union)

As a Member Consultant I, you will provide dedicated member service, facilitate day‑to‑day transactions, and educate members on a wide variety of products and services. You will also support branch staffing needs across several locations, learning the specifics of each branch during a 90‑day onboarding period.

Location & Schedule

Member Consultant I’s are hired into our Consultant Pool and may float to different branch locations in the first 90 days. The schedule may vary due to branch staffing needs and includes work in:

• Region One: College Green, CR 17, Dunlap, Goshen, Ligonier, Middlebury, Millersburg, Shipshewana, Topeka
• Region Two: Bremen, Goshen, Nappanee, New Paris, Syracuse, Wakarusa

Roles & Responsibilities

• Create a positive and memorable member experience by cultivating, maintaining, and enhancing relationships in person, over the phone, or other channels.
• Always maintain and secure money in the cash drawer according to Credit Union security and procedural guidelines; balance the cash drawer and daily transactions.
• Receive and process a variety of member savings, checking, and credit transactions, including deposits, withdrawals, transfers, loan payments, money orders, and traveler’s checks, in accordance with Credit Union procedures.
• Identify cross‑sell opportunities and educate members on credit union products and services; refer complex problems to senior authority with resolution recommendations.
• Provide support to other branches—including working weekends and/or extended hours—while maintaining knowledge of policies, procedures, and regulatory requirements (Reg CC, BSA, OFAC, Patriot Act, Reg E, Reg DD).
• Comply with all company policies, applicable laws, and regulations, including the Credit Union Secrecy Act, the USA PATRIOT Act, and the Office of Foreign Assets Control.
• Other duties as assigned.

Experience & Knowledge

• 1+ years customer service experience in banking, retail, or a related field.

Education & Credentials

• High school diploma or equivalent.
• Valid driver’s license.

Preferred Skills

• Demonstrated success in identifying, initiating, and nurturing new or ongoing business opportunities.
• Self-starting, results‑oriented, and able to work in a team environment.
• Professional verbal and written communication skills.
• Capable of analyzing credit and financial information.
• Ability to motivate and influence internal staff and external members.
• Capable of evaluating pros and cons, risks, and benefits of options by asking the right questions and gathering data from diverse sources.
• Demonstrated ability to plan and prioritize work to meet commitments.
• Ability to provide world class member service while executing Interra’s vision, mission, and delivery of Core Values.

Interpersonal Skills

• Courtesy and tact are essential.
• Personal contact with members and others inside and outside the organization, usually handling routine matters.
• Communications are generally short and not in-depth.

Competencies

• Effective communication across multiple channels and audiences.
• Functional expertise and ongoing professional development.
• Member focus and collaborative relationship building.
• Resilient under pressure and maintaining a positive attitude.
• Self‑motivated, initiative‑driven, and able to seize opportunities.
• Teamwork: effective team player, open communication, and fulfillment of commitments.

Physical Requirements

• Ability to bend, sit, and stand during primarily sedentary work; occasional lifting up to 10 lbs.
• Capable of climbing or descending stairs in an emergency.
• Operate routine office equipment, including computers, telephones, copiers, facsimiles, and calculators.
• Routine computer work for 6-8 hours per day when necessary.
• Work extended hours or travel off site when required.
• Regular, reliable, and timely attendance.

Mental and/or Emotional Requirements

• Perform job functions independently or with limited supervision.
• Read and follow written and oral instructions.
• Basic mathematical calculations and computer basics.
• Speak clearly and deliver information in a logical sequence.
• Deal calmly and professionally with diverse personalities at various levels.
• Maintain composure under deadlines, extreme accuracy, and fast pace.
• Handle multiple, simultaneous, changing priorities.
• Exercise highest discretion on confidential matters.

Equal Employment Opportunity and Affi…

Interra is an equal opportunity and affirmative action employer committed to creating a diverse workforce. Qualified applicants will receive consideration without regard to 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. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply, please contact [e-mail] and one of our Human Resources Consultants will respond within 48 hours.

Why Join Interra

• Culture: Positive work environment with engagement and fun.
• Professional Growth: Continuous learning and career development at all levels.
• Competitive Salary: Performance based incentives and bonuses.
• Benefits: Comprehensive health insurance, 401(k) matching, tuition reimbursement, company holidays, and generous PTO.
• Community Involvement: Active participation in local communities.
• Visit our Opportunities page for more information.

For more information about the role or the application process, please reach out to Hilary Ethridge, Talent & HR Partner at [e-mail].