Member Service Advisor II - Westminster

Bellco Credit Union•Westminster, CO

5d•Onsite

About The Position

The Member Service Advisor II processes financial transactions and provides member services in the branch lobby and drive-up, delivering timely, accurate, professional service. The role 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 and maintains accounts for prospective and existing members. The advisor serves members in person, by telephone, and through digital appointments; performs account maintenance and non-lending transactions; opens and services specialized accounts; and processes wire transfers and unsecured loans according to established procedures and limits. The role uses Bellco systems and online services, follows applicable regulations and operating standards, and contributes to branch and corporate goals. The position reports to an Assistant Branch Manager or Branch Manager, depending on location, and has no supervisory or managerial responsibility. 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 member needs and sell appropriate products and services.
Ability to obtain and perform Notary services.
Ability to work continuously standing; varied hours and travel to other locations may be necessary.

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.
Communicate positively with members and provide exceptional service in person and by telephone.
Explain Bellco products and services, identify member needs, match products to those needs, and refer members to appropriate team members or partners.
Comply with applicable federal and state regulations, branch 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, shared branching, and other web-based systems used in daily operations.
Show members how to access and use TELLERphone and Bellco online banking.
Open and maintain personal accounts for prospective and existing members according to established procedures.
Open, maintain, and process transactions for IRA, HSA, and Coverdell accounts.
Process domestic and international wire transfers accurately and confidently within established guidelines and limits.
Submit unsecured lending applications, follow underwriting guidelines, and analyze credit bureau reports to identify member needs and sales opportunities.
Close unsecured loans and disburse proceeds according to established procedures.
Handle digital appointments by phone and virtually, including allocating appointments to employees so they start on time.
Access member accounts to perform non-lending service transactions and account maintenance accurately.
Be available for scheduled work, arrive on time, accept supervision, and work effectively with others.
Follow organizational policies, the Employee Handbook, Code of Conduct, annual training requirements, and safety procedures.
Promote an inclusive workplace and comply with regulatory requirements while protecting confidential records and personally identifiable information.
Perform other related duties as assigned by management.