Member Service Advisor I - Lakewood

Bellco Credit Union•Lakewood, CO

About The Position

The Member Service Advisor I processes a variety of financial transactions and member services in the lobby and drive-up in a timely, accurate, and professional manner while providing exceptional member service. The role maintains thorough knowledge of Credit Union products and services, evaluates sales opportunities, recommends or offers products, and refers members to appropriate sales staff. The position reports to the Assistant Branch Manager or Branch Manager, depending on location, and has no supervisory or managerial responsibility. The advisor communicates with members in person and by telephone, performs non-lending service transactions and account maintenance, and helps members use TELLERphone and Bellco online banking. The role also handles digital appointments and may allocate appointments among employees to help ensure they start on time. The work takes place in an office environment and involves continuous standing; varied hours and travel to other locations may be necessary.

Requirements

High school diploma or equivalent.
Six months of teller experience or equivalent cash-handling and/or customer-service experience.
Strong oral and written communication skills.
Ability to enter data accurately and efficiently and update member financial records.
Ability and willingness to identify needs and sell appropriate products and services.
Ability to obtain and perform Notary services.

Nice To Haves

Bilingual in Spanish.

Responsibilities

Demonstrate Bellco’s Act Nice Behaviors and Core Values when interacting with members, prospective members, and personnel in other departments.
Communicate positively with members and provide exceptional service in person and by telephone.
Explain the features and benefits of Bellco products and services, identify member needs, recommend products, deepen member relationships, and refer members to appropriate team members or partners.
Comply with applicable federal and state regulations, branch operating procedures, and branch audit standards.
Contribute to corporate and branch goals and support current business priorities.
Access and navigate TELLERphone, Bellco online banking, the DNA core system, the shared branching network, and other web-based systems used in daily operations.
Demonstrate to members how to access and use TELLERphone and Bellco online banking.
Handle digital appointments by phone and virtually, including allocating appointments to employees to help ensure they start on time.
Access member accounts to accurately perform non-lending service transactions and account maintenance.
Be available to work as scheduled and report to work on time.
Accept supervision, work well with others, comply with organizational policies and required training, and foster an inclusive workplace.
Follow organizational safety practices and policies, comply with regulatory requirements, and maintain strict confidentiality of records and personally identifiable information.
Perform other related duties as assigned by management.