Member Services Advisor III - Arvada

Full-time - Mid Level

Wheat Ridge, CO

Credit Intermediation and Related Activities

About the position

The Member Services 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 assist with loan applications and provide support throughout the loan closing process, ensuring a valuable experience for members.

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 loan applications and provide support for loan closings.
• Communicate with members in a positive manner, both in person and by phone.
• Assist members with account maintenance and service transactions.
• Conduct loan closings and disbursements according to established procedures.
• Access and navigate various banking systems and devices for daily operations.

Requirements

• High school diploma or GED required.
• Six months of cash handling experience required.
• One year of sales or customer service experience preferred.
• Lending experience preferred.
• Ability to interact positively with others using strong 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.
• Bilingual in Spanish strongly preferred.

Nice-to-haves

• Experience with Bellco or in financial services preferred.
• Certified Notary Public.

Benefits

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