Bellco Credit Unionposted 6 months ago
$45,760 - $45,760/Yr
Full-time - Mid Level
Greeley, 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 compliance with regulations.

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 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.
  • Provide Notary services as needed.

Requirements

  • High school diploma or equivalent.
  • Six months of cash handling experience.
  • One year of sales or customer service experience preferred.
  • Lending experience preferred.
  • Ability to interact positively with others in person and via phone/email.
  • Strong oral and written communication skills.
  • Ability to maintain high teller 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 (Spanish) strongly preferred.

Nice-to-haves

  • Experience with Bellco or in financial services preferred.

Benefits

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