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Bellco Credit Union
Westminster, CO | Full Time
$36k-45k (estimate)
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Member Service Advisor I - Huron
Bellco Credit Union Westminster, CO
$36k-45k (estimate)
Full Time | Specialty Trade in Construction 3 Months Ago
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Bellco Credit Union is Hiring a Member Service Advisor I - Huron Near Westminster, CO

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.ORGANIZATIONAL RELATIONSHIPS:Reports to: Assistant Branch Manager or Branch Manager (depending on location)Supervises: NoneContacts: Credit Union members and their employers, Credit Union officials, Credit Union branches/departments, vendors and appropriate external financial service providers. QUALIFICATIONS/REQUIREMENTS:Education: High School diploma or equivalentExperience: Six months teller experience or equivalent cash handling, and/or customer serviceSkills: Ability to interact with others in a positive manner both in person, by email and by phone using strong, oral and written, communication skills.Ability to perform all teller duties while maintaining a high teller balancing efficiency (85% or higher) on a consistent basis.Ability to accurately and efficiently enter data and update member financial records.Ability and willingness to identify needs and sell appropriate products and services.Ability to obtain and perform Notary services.Bilingual (Spanish) strongly preferred.Additions or modifications of these requirements may be made as needed to maintain high service standards.Equipment: On-line computer terminal keyboard and visual monitor, calculator, copy machine, fax machine, telephone, teller cash recycler, printer, ATMs, card printing terminals and security alarms.ESSENTIAL FUNCTIONS:1. Provides a valuable and enjoyable experience to both internal customers and members during interactions. Consistently suggests ways to improve the member/customer experience through improved processes and technology.2. Communicates with members in a positive manner, through exceptional service, both in person and/or by telephone.3. Practices Bellco service standards and core values in all interactions with members, prospective members and personnel in other Bellco departments.4. Understands and communicates key features and benefits of all Bellco products and services to members and deepens member relationships by matching products to meet members needs and referring members to the appropriate team member/partner.5. Understands and complies with all appropriate federal and state regulations, branch operations procedures and branch audit standards.6. Contributes to corporate and branch goals and supports current business priorities.7. Accesses and navigates devices and systems including TELLERphone, Bellco online banking, core system (DNA), the shared branching network and various web-based systems used in daily operations.8. Learns and can demonstrate for members how to access and utilize TELLERphone and Bellco online banking. 9. Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time. 10. Access member accounts to accurately perform the following non-lending service transactions, for example: Cash and/or check deposits, withdrawals, payments and transfers Cash advancesOfficial check and money order issuance Savings Bond redemptionShared Branching transactionsProcessing of miscellaneous negotiable items11. Access member accounts to conduct the following account maintenance, for example:Contact information changes (address, phone, email)Check orderingDebit card issuance and maintenanceOnline banking set-up and maintenanceOrder check/statement copiesInitiate research requestsNotary servicesAssist with branch balancing and branch operations12. Regular and punctual in person attendance. Management retains the discretion to add to or change the duties of the position at any time.WORKING CONDITIONS:Physical ability to maintain continuous hours of standing. Office environment.In order to meet the business needs of our members, job function may necessitate changes in hours or location.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Specialty Trade in Construction

SALARY

$36k-45k (estimate)

POST DATE

02/28/2024

EXPIRATION DATE

06/10/2024

WEBSITE

bellco.org

HEADQUARTERS

THEODORE, AL

SIZE

1,000 - 3,000

FOUNDED

1936

CEO

FRED BELL III

REVENUE

$200M - $500M

INDUSTRY

Specialty Trade in Construction

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About Bellco Credit Union

Founded in 1936, Bellco Credit Union is one of the largest credit unions in Colorado, with more than $4 billion in assets, over 320,000 members and 25 branches in the Denver metro area and on the Western Slope. But despite its size, Bellco remains committed to its members and local communities, providing financial and volunteer support for numerous organizations. As a member-owned not-for-profit business, Bellco delivers advantages that include lower interest rates on loans, higher yields on savings, shared branching with a national network of credit unions and access to thousands of surcharge...-free ATMs. Bellco offers a full range of financial products and services including checking, savings, investment services, mortgage loans, auto loans and business products and is proud to be an industry leader in technology and environmentally friendly business practices. To learn how easy it is to become a Bellco Credit Union member, visit www.bellco.org. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at Bellco Credit Union are licensed to transact securities business in Colorado. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx More
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