Member Service Advisor I - Westminster

Bellco Credit Union•Westminster, CO

10d•Onsite

About The Position

Processes a variety of financial transactions and member services in both lobby and drive-up in a timely, accurate and professional manner while providing exceptional member service. Maintains thorough knowledge of all Credit Union products and services. Consistently evaluates sales opportunities, makes recommendations or offers products and refers members to the appropriate sales staff.

Requirements

High School diploma or equivalent
Six months teller experience or equivalent cash handling, and/or customer service
Ability to interact with others in a positive manner both in person, by email and by phone using strong, oral and written, communication skills.
Ability to perform all teller duties while maintaining a high teller balancing efficiency (85% or higher) on a consistent basis.
Ability to accurately and efficiently enter data 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 (Spanish) strongly preferred.

Responsibilities

Provides a valuable and enjoyable experience to both internal customers and members during interactions.
Consistently suggests ways to improve the member/customer experience through improved processes and technology.
Communicates with members in a positive manner, through exceptional service, both in person and/or by telephone.
Practices Bellco service standards and core values in all interactions with members, prospective members and personnel in other Bellco departments.
Understands and communicates key features and benefits of all Bellco products and services to members and deepens member relationships by matching products to meet members needs and referring members to the appropriate team member/partner.
Understands and complies with all appropriate federal and state regulations, branch operations procedures and branch audit standards.
Contributes to corporate and branch goals and supports current business priorities.
Accesses and navigates devices and systems including TELLERphone, Bellco online banking, core system (DNA), the shared branching network and various web-based systems used in daily operations.
Learns and can demonstrate for members how to access and utilize TELLERphone and Bellco online banking.
Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time.
Access member accounts to accurately perform the following non-lending service transactions, for example: Cash and/or check deposits, withdrawals, payments and transfers, Cash advances, Official check and money order issuance, Savings Bond redemption, Shared Branching transactions, Processing of miscellaneous negotiable items.
Access member accounts to conduct the following account maintenance, for example: Contact information changes (address, phone, email), Check ordering, Debit card issuance and maintenance, Online banking set-up and maintenance, Order check/statement copies, Initiate research requests, Notary services, Assist with branch balancing and branch operations.
Regular and punctual in person attendance.