Bellco Credit Unionposted 6 months ago
$45,760 - $45,760/Yr
Full-time - Entry Level
Castle Rock, 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 support loan applications and provide notary services, 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 in a positive manner, both in person and by phone.
  • 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.

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 in person, by email, and by phone.
  • 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.
  • Ability to obtain and perform Notary services.

Nice-to-haves

  • Bilingual (Spanish) strongly preferred.
  • Experience with Bellco or in financial services preferred.
  • Lending experience preferred.

Benefits

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