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Application deadline is 5 days after the date the role was posted.
Thank you for your interest in Bellco Credit Union! We're a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936.
Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors.
You're a part of something more at Bellco-a place you can be proud of.
LOCATION : Branch
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 services.
Establishes new accounts for potential and existing members. Submits applications, provides support for and closes unsecured loans for members.
ORGANIZATIONAL RELATIONSHIPS :
Reports to : Host Branch Manager
Supervises : None
Contacts : 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 equivalent
Experience : Six months of cash handling experience. One year of sales or customer service experience preferred, six months or more experience with Bellco or in financial services preferred.
Skills : 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 :
Cash and / or check deposits, withdrawals, payments and transfers
Cash advances
Official check and money order issuance Savings Bond redemption
Shared Branching transactions
Processing of miscellaneous negotiable items
Access member accounts to conduct the following account maintenance, for example :
Contact information changes (address, phone, email)
Check ordering
Debit card issuance and maintenance
Online banking set-up and maintenance
Order check / statement copies
Initiate research requests
Joint / Beneficiary / POD updates and maintenance
Bill pay support
Assist members with power of attorney (POA) requests including submitting documents for approvals, addition and removal of POAs from accounts
Notary services
Assist with branch balancing and branch operations
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.
Bellco requires all employees who drive their personal or a company vehicle in the routine performance of their jobs to have a valid Driver's License.
They must provide proof of valid insurance.
Bellco Credit Union provides a comprehensive benefits package to employees, including : Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.
In addition to base compensation, Bellco Credit Union offers bonuses for the following roles :
Exempt branch roles may earn quarterly bonuses for production and team goals.
Exempt non-branch management roles may be eligible for an annual managerial bonus.
Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.
Other details
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Last updated : 2024-03-06
Full Time
Lending & Credit
$33k-40k (estimate)
03/09/2024
05/12/2024
bellco.org
GREENWOOD VILLAGE, CO
1,000 - 3,000
1936
JEFFREY S MAY
$200M - $500M
Lending & Credit
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
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