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Interra Credit Union · 4 months ago

Member Consultant I, Pool

Goshen, IN

Full-time

Onsite

Entry Level

1+ years exp

Interra Credit Union is a financial institution dedicated to providing exceptional member service. As a Member Consultant I, you will assist members with various financial services, educate them on products, and ensure a positive member experience while performing account transactions and maintenance.

Financial Services

Responsibilities

Create a positive and memorable member experience by cultivating, maintaining, and enhancing relationships in person, over the phone, or other channels as appropriate. Assist with problem resolution within scope of authority. Responsible for referring more complex problems to senior authority along with resolution recommendations

Always maintain and secure money in cash drawer according to credit union security and procedural guidelines. Balances cash drawer and daily transactions. Assist with daily balancing and closing out of the branch

Receive and process a variety of member savings, checking and credit transactions, including, but not limited to, deposits, withdrawals, transfers, and loan payments, as well as sales of money orders and traveler's checks in accordance with the Credit Union procedures

Identify cross sell opportunities and educate members on credit union products and services. Assists members with connecting to appropriate department(s) for specific information and services

Provide support to other branches to include working weekends and/or extended hours as required to operate the business. Maintain knowledge of the Credit Unions policies and procedures. Maintain knowledge of regulations (i.e., Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.), and model the ethical behavior expected from every employee. Maintain working knowledge of current products and services offered. Other job duties as assigned

Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Credit Union Secrecy Act, the USA PATRIOT Act, and the Office of Foreign Assets Control

Qualification

Customer service experienceRegulationsVerbal communication skillsWritten communication skillsProblem resolutionMember focusResilienceTeamworkSelf-motivated

Required

1+ years customer service experience in banking, retail, or related field required

A high school degree or GED is required

Able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs

Must be capable of climbing / descending stairs in an emergency situation

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators

Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary

Must be able to work extended hours or travel off site whenever required or requested by management

Must be capable of regular, reliable, and timely attendance

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team

Must be able to read and carry out various written instructions and follow oral instructions

Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics

Must be able to speak clearly and deliver information in a logical and understandable sequence

Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public

Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace

Must be able to effectively handle multiple, simultaneous, and changing priorities

Must be capable of exercising highest level of discretion on both internal and external confidential matters

Preferred

Demonstrated success in identifying, initiating, and nurturing new or on-going business opportunities; self-starting, results oriented professional

Must be able to work in a team environment with the ability to interact in a positive manner with peers, management, and other departments

Professional level of verbal and written communication skills are essential to the position

Capable of analyzing credit and financial information

The ability to motivate or influence internal staff and external members is a critical part of the job, requiring a significant level of influence and trust

Ability to evaluate pros and cons, risks, and benefits of different solution options by asking the right questions and acquiring data from multiple and diverse sources when solving problems

Demonstrated ability to plan and prioritize work to meet commitments by breaking down objectives into appropriate actions and anticipate and adjust plans as needed

Ability to provide world class member service while executing Interra's vision, mission, and delivery of Core Values