Bellco Credit Unionposted 5 months ago
$43,680 - $43,680/Yr
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
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