Bellco Credit Unionposted 6 months ago
$45,760 - $45,760/Yr
Full-time - Entry Level
Fort Collins, 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 a high level of customer satisfaction and adherence to regulatory 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 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.
  • Open and maintain personal, estate, and business accounts for members.
  • Conduct loan closings and disbursements according to established procedures.

Requirements

  • High School diploma or equivalent.
  • Two years of sales experience.
  • Three years of customer service experience.
  • Ability to interact positively with others in person, by email, and by phone.
  • Ability to perform all 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.
  • Bilingual (Spanish) strongly preferred.

Nice-to-haves

  • Lending experience preferred.

Benefits

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