Member Service Advisor II Floater South & Slope

Bellco Credit Union•Colorado Springs, CO

10d

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 member 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 position also establishes new accounts for potential and existing members. The role reports to the Host Branch Manager and has no supervisory or managerial responsibility. Contacts include Credit Union members and their employers, Credit Union officials, branches and departments, vendors, and appropriate external financial service providers. The work is performed in an office environment and involves continuous standing. Varied hours and travel to other locations may be necessary. The position requires a high school diploma or equivalent and six months of teller experience or equivalent cash handling and/or customer service experience. Spanish bilingual ability is strongly preferred.

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.
Ability to work scheduled hours; varied hours and travel to other locations may be necessary.

Nice To Haves

Bilingual Spanish 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.
Provide positive, exceptional service to members in person and by telephone.
Explain features and benefits of Bellco products and services, match products to member needs, deepen member relationships, and make appropriate referrals.
Comply with applicable federal and state regulations, branch operating procedures, and 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.
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 accurately and confidently within established guidelines and prescribed 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 help 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 to work as scheduled and report to work on time.
Accept supervision and work well with others; comply with organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
Foster an inclusive workplace that values and leverages diversity and individual differences.
Follow safe working practices and organizational safety policies and procedures.
Comply with state, federal, and other regulatory agency requirements and maintain strict confidentiality of records and personally identifiable information.
Demonstrate ethical conduct, accountability, adaptability, member appreciation, and collaboration in keeping with the stated Core Values and Act Nice Behaviors.