Member Services Advisor III - Castle Rock

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