Member Service Advisor

3 days ago


Sheridan, Colorado, United States Bellco Full time
Job Title: Member Service Advisor

Bellco Credit Union is seeking a highly motivated and customer-focused Member Service Advisor to join our team. As a Member Service Advisor, you will be responsible for providing exceptional service to our members, processing financial transactions, and maintaining thorough knowledge of all Credit Union products and services.

Key Responsibilities:
  • Provide a valuable and enjoyable experience to both internal customers and members during interactions.
  • Communicate with members in a positive manner, through exceptional service, both in person and/or by telephone.
  • Practice Bellco service standards and core values in all interactions with members, prospective members, and personnel in other Bellco departments.
  • Understand and communicate 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.
  • Understand and comply with all appropriate federal and state regulations, branch operations procedures, and branch audit standards.
  • Contribute to corporate and branch goals and supports current business priorities.
  • Access and navigate devices and systems, including TELLERphone, Bellco online banking, core system (DNA), the shared branching network, and various web-based systems used in daily operations.
  • Routinely handle digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time.
  • Access member accounts to accurately perform the following non-lending service transactions, for example: 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, notary services, assist with branch balancing and branch operations.
Requirements:
  • High School diploma or equivalent.
  • Six months teller experience or equivalent cash handling, and/or customer service.
  • 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.
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.

Benefits:

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.



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