Member Services Advisor III - Greeley

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