Member Service Advisor I - Lakewood

Bellco Credit Union•Lakewood, CO

1d•Onsite

About The Position

The Member Service Advisor I processes financial transactions and provides member services in the branch lobby and drive-up in a timely, accurate, and professional manner. The role provides exceptional service, maintains thorough knowledge of Credit Union products and services, identifies sales opportunities, recommends products, and refers members to appropriate sales staff. The position reports to an 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, explains product and service features, supports members with digital banking, and handles digital appointments. The role also performs non-lending transactions and account maintenance while complying with applicable regulations, operating procedures, audit standards, and confidentiality requirements. The work environment is an office, with 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

Spanish bilingual ability is strongly preferred.

Responsibilities

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