Member Service Advisor II - Huron

Bellco Credit Union • Westminster, CO

75d

About The Position

Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of. FUNCTION DESCRIPTION: 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. Establishes new accounts for potential and existing members.

Requirements

• High School diploma or equivalent.
• Six months of cash handling experience.
• One year of sales or customer service experience preferred.
• Ability to interact positively with others in person, by email, and by phone.
• Ability to perform all teller duties while maintaining a 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.
• Ability to obtain and perform Notary services.
• Bilingual (Spanish) strongly preferred.

Responsibilities

• Processes a variety of financial transactions and member services in both lobby and drive-up.
• Maintains thorough knowledge of all Credit Union products and services.
• Evaluates sales opportunities and makes recommendations or offers products.
• Refers members to the appropriate sales staff.
• Establishes new accounts for potential and existing members.
• Communicates with members in a positive manner, through exceptional service.
• Understands and communicates key features and benefits of all Bellco products and services.
• Accesses and navigates devices and systems including TELLERphone and Bellco online banking.
• Opens and maintains personal accounts for potential and existing members.
• Processes international and domestic wire transfers for members.
• Handles digital appointments and allocates them to employees.
• Accurately submits unsecured lending applications and conducts loan closings.
• Performs non-lending service transactions such as deposits, withdrawals, and transfers.
• Conducts account maintenance including contact information changes and debit card issuance.
• Assists members with power of attorney requests and notary services.
• Assists with branch balancing and operations.

Benefits

• Medical
• Dental
• Vision
• 401 (k) with company match
• Supplemental Life Insurance
• Paid Vacation
• Paid Sick Days
• Paid Holidays
• Bonuses for meeting production and team goals.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees