Specialty Accounts Advisor I

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: Corporate DIVISION: Branch Operations

Functions Description

The Specialty Accounts Advisor I serves as a subject matter expert in the establishment, maintenance, and closure of specialized member accounts. This role ensures accuracy and exceptional service delivery while supporting both members and internal teams. The advisor collaborates closely with branch employees and cross-functional departments to facilitate complex account needs and maintain the highest standards of member experience and operational excellence.

Organizational Relationships

Reports to: Director – Retail Branch Specialist

Supervises: None

Contacts: All Bellco employees and members

Qualifications/Requirements

Experience: 4 to 6 years financial institution experience

Skills: Strong understanding of specialty account processes, regulatory requirements, and documentation standards.

Exceptional attention to detail, organizational skills, and commitment to accuracy.

Excellent communication and member service skills, with the ability to explain complex account matters clearly and compassionately.

Ability to work independently without supervision.

Proficiency in credit union financial systems preferred.

Prior experience in account services, branches, financial operations, or a related role within a financial institution is highly desirable.

Essential Functions

• Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and employees in other Bellco departments.
• Establish new and perform maintenance on existing specialty accounts: Conservator, Decedent, Estate, Guardianship, IRA/HSA, Representative Payee, and Trust accounts, including Power of Attorney (POA), Beneficiary/Pay on Death (POD) requests, and funds disbursement.
• Provide guidance and support to members and employees in-person, via phone, and email in alignment with Service Level Agreement (SLA) expectations.
• Facilitate the closure of specialty accounts in accordance with member and employee requests, internal policies, and regulatory/legal requirements.
• Communicate proactively with members and employees to obtain required documentation and ensure timely, accurate account updates per SLA’s.
• Develop a process to prepare, distribute, track receipt of, and archive required documentation.
• Collaborate with cross-functional departments on specialty accounts processes, project teams and initiatives.
• Create and update Standard Operating Procedures (SOPs) for specialty accounts.
• Serve as the Subject Matter Expert (SME) for the Signature Medallion Stamp program, offering guidance and support to branch leadership.
• Maintain confidentiality and compliance with all relevant laws, regulations, and credit union policies.
• Regular and punctual attendance.
  
  

Management retains the discretion to add to or change the duties of the position at any time.

Working Conditions

Office Environment

Travel to branches and outside vendors.

Working Saturdays required.

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 also 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:

Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals.

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.