Member Consultant , Pool

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.

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

• 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.

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

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

• 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.

• 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.

• 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.

• 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.

• 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,…