Member Service Advisor III - Castle Rock Branch

Part-time - Entry Level

Castle Rock, CO

Credit Intermediation and Related Activities

About the position

The Member Service Advisor III 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 loan applications and closings, ensuring compliance with regulations and branch procedures while enhancing the member experience.

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 loan closings.
• Communicate with members positively and provide exceptional service.
• Understand and comply with federal and state regulations and branch procedures.
• Access and navigate various banking systems and devices for daily operations.
• Assist members with account maintenance and service transactions.
• Conduct loan closings and disbursements according to established procedures.

Requirements

• High School diploma or equivalent.
• Six months of cash handling experience.
• One year of sales or customer service experience preferred.
• Six months or more experience with Bellco or in financial services preferred.
• Lending experience preferred.
• 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.
• Ability to identify needs and sell appropriate products and services.
• Ability to obtain and perform Notary services.

Nice-to-haves

• Bilingual (Spanish) strongly preferred.

Benefits

• 401(k)
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance