Member Consultant I

Job Title: Member Consultant I (THB Equivalent: Account Representative) Reports To: Branch Manager - To transition to Manager Retail Branch Direct Subordinates: None Effective : LD1 to OD1 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. Duties and Responsibilities: 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 Bank’s 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 the Bank’s products and services, policies and procedures and adhere to. 12. Cross-sell the Bank’s 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. Additional responsibilities that are performed on an individual basis: 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. Description of Physical Demands and Work Environment: 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. These are essential functions of this position, in conjunction with the Americans with Disabilities Act. Note: Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position. The Hicksville Bank is an Equal Opportunity Employer. Management of this organization understands the importance of expanding customer relationships as much as possible. It is vital to the future success of the bank. 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 bank 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.