Member Service Advisor II Floater South & Slope

Bellco Credit Union•Colorado Springs, CO

11d

About The Position

The Member Service Advisor II processes financial transactions and provides member services in the 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 or offers products, and refers members to appropriate sales staff. The advisor establishes new accounts for potential and existing members. This position reports to the Host Branch Manager and has no supervisory or managerial responsibility. It interacts with Credit Union members and their employers, Credit Union officials, branches and departments, vendors, and appropriate external financial service providers. 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

Spanish bilingual skills are strongly preferred.

Responsibilities

Demonstrate Bellco’s Act Nice Behaviors and Core Values in interactions with members, prospective members, and personnel in other Bellco departments.
Communicate positively with members and provide exceptional service in person and by telephone.
Explain features and benefits of Bellco products and services, identify member needs, match members with products, and refer them to appropriate team members or partners.
Comply with applicable federal and state regulations, branch operations procedures, and branch audit standards.
Contribute to corporate and branch goals and support current business priorities.
Use TELLERphone, Bellco online banking, the DNA core system, shared branching, and other web-based systems used in daily operations.
Demonstrate to members how to access and use TELLERphone and Bellco online banking.
Open and maintain personal accounts for potential and existing members according to established procedures.
Complete IRA, HSA, and Coverdell account openings, maintenance, and transactions.
Process international and domestic wire transfers according to established guidelines and prescribed wire limits.
Submit unsecured lending applications, follow underwriting guidelines, and analyze credit bureau reports to identify member financial needs and sales opportunities.
Conduct unsecured loan closings and disburse loans according to established procedures.
Handle digital appointments by phone and virtually, including allocating appointments to employees to ensure they start on time.
Access member accounts to perform non-lending service transactions and account maintenance accurately.
Perform other related duties as assigned by management.
Be available as scheduled, report to work on time, accept supervision, and work well with others.
Comply with organizational policies, the Employee Handbook, Code of Conduct, required annual training, safety procedures, and applicable regulatory requirements.
Foster an inclusive workplace and maintain strict confidentiality of records and personally identifiable information.

Benefits

Medical insurance
Dental insurance
Vision insurance
401(k) with company match
Supplemental life insurance
Paid vacation
Paid sick days
Paid holidays
Monthly bonuses for eligible non-exempt branch roles meeting production goals
Quarterly bonuses for eligible non-exempt branch roles meeting team goals
Quarterly bonuses for eligible exempt branch roles meeting production and team goals
Annual managerial bonus eligibility for exempt non-branch management roles
On-the-spot bonus eligibility for non-branch non-management roles for extraordinary performance