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Bellco Credit Union - Lone Tree, CO

posted 2 months ago

Full-time - Entry Level
Lone Tree, CO
Credit Intermediation and Related Activities

About the position

The Member Service Advisor I 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 ensure compliance with federal and state regulations while contributing to corporate and branch goals.

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.
  • Communicate with members positively and provide exceptional service.
  • Understand and comply with federal and state regulations and branch procedures.
  • Access and navigate various systems used in daily operations.
  • Assist members with account maintenance and service transactions.
  • Conduct unsecured loan closings and disburse loans according to established procedures.
  • Provide Notary services as needed.

Requirements

  • High school diploma or GED required.
  • Six months of cash handling experience required.
  • One year of sales or customer service experience preferred.
  • Ability to interact positively with others in person, by email, and by phone.
  • Strong oral and written communication skills.
  • Ability to perform all 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.

Benefits

  • Health insurance
  • Dental insurance
  • 401(k)
  • 401(k) matching
  • Tuition reimbursement
  • Paid time off
  • Employee assistance program
  • Vision insurance
  • Employee discount
  • Professional development assistance
  • Referral program
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