Member Service Advisor II - Highlands Ranch

Full-time - Entry Level

Highlands Ranch, CO

Credit Intermediation and Related Activities

About the position

The Member Service Advisor II 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 plays a crucial role in enhancing member relationships and ensuring compliance with federal and state regulations.

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.
• Communicate with members positively and provide exceptional service.
• Understand and comply with federal and state regulations and branch operations procedures.
• Access and navigate various systems used in daily operations, including online banking and teller systems.
• Assist members with account maintenance and service transactions, including deposits, withdrawals, and loan applications.

Requirements

• High School diploma or equivalent.
• Six months of cash handling experience.
• Previous experience in sales or customer service preferred.
• Ability to interact positively with others in person, by email, and by phone.
• Strong oral and written communication skills.
• Ability to perform teller duties with high balancing efficiency (85% or higher).
• Ability to accurately enter data and update member financial records.
• Willingness to identify needs and sell appropriate products and services.
• Ability to obtain and perform Notary services.

Nice-to-haves

• Bilingual (Spanish) strongly preferred.
• One year of sales or customer service experience in financial services preferred.

Benefits

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