Member Service Advisor II Floater - Brighton

Full-time - Entry Level

Brighton, CO

Credit Intermediation and Related Activities

About the position

The Member Service Advisor II Floater at Bellco Credit Union is responsible for processing a variety of financial transactions and providing exceptional member services in both lobby and drive-up settings. This role requires maintaining a thorough knowledge of all Credit Union products and services, evaluating sales opportunities, and establishing new accounts for members. The advisor will also support and close unsecured loans, ensuring a high level of customer satisfaction and adherence to service standards.

Responsibilities

• Process a variety of financial transactions and member services in a timely and professional manner.
• Maintain thorough knowledge of all Credit Union products and services.
• Evaluate sales opportunities and make recommendations to members.
• Establish new accounts for potential and existing members.
• Submit applications and provide support for closing unsecured loans for members.
• Communicate with members in a positive manner, both in person and by telephone.
• Understand and comply with federal and state regulations and branch operations procedures.
• Access and navigate various devices and systems used in daily operations.
• Open and maintain personal, estate, and business accounts for members.
• Process international and domestic wire transfers for members.

Requirements

• High School diploma or equivalent.
• Six months of cash handling experience.
• One year of sales or customer service experience preferred.
• Ability to interact positively with others using strong communication skills.
• Ability to perform all teller duties while maintaining high balancing efficiency (85% or higher).
• Ability to accurately enter data and update member financial records.
• Ability to identify needs and sell appropriate products and services.
• Bilingual (Spanish) strongly preferred.

Nice-to-haves

• Experience with Bellco or in financial services preferred.

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid holidays
• Paid sick time
• Vision insurance