This job is closed

We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.

Bellco Credit Union - Lakewood, CO

posted 2 months ago

Full-time - Entry Level
Lakewood, CO
Credit Intermediation and Related Activities

About the position

The Member Service Advisor III at Bellco Credit Union is responsible for processing a variety of financial transactions and providing exceptional member services in both lobby and drive-up settings. This role requires maintaining a thorough knowledge of all Credit Union products and services, evaluating sales opportunities, and establishing new accounts for members. The advisor will also support loan applications and closings, ensuring a high level of customer satisfaction and adherence to regulatory standards.

Responsibilities

  • Process a variety of financial transactions and member services in a timely and professional manner.
  • Evaluate sales opportunities and make recommendations for products and services.
  • Establish new accounts for potential and existing members.
  • Submit applications and provide support for loan closings.
  • Communicate with members positively and provide exceptional service both in person and by phone.
  • Understand and comply with federal and state regulations and branch operations procedures.
  • Access and navigate various banking systems and devices for daily operations.
  • Open and maintain personal, estate, and business accounts following established procedures.
  • Conduct loan closings and disbursements according to established guidelines.
  • Perform non-lending service transactions such as deposits, withdrawals, and account maintenance.

Requirements

  • High School diploma or equivalent.
  • Two years of sales experience.
  • Three years of customer service experience.
  • Ability to meet and exceed sales and service goals.
  • Lending experience preferred.
  • Strong oral and written communication skills.
  • Ability to perform all teller duties with high 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.

Nice-to-haves

  • Experience in banking or financial services.
  • Familiarity with online banking systems and teller operations.

Benefits

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Referral program
  • Tuition reimbursement
  • Vision insurance
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service