Customer Service Officers

Bellco Credit Union; Highlands Ranch (CO); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) with company match

Paid Vacation

Paid Sick Days

Paid Holidays

Job summary

Bellco Credit Union is seeking a Member Service Advisor II Floater who will handle in-branch and drive-up transactions while delivering exceptional member service. The role requires knowledge of products and services, and establishing new accounts for members.

Experience includes six months teller or cash handling and excellent communication. Bilingual Spanish is strongly preferred; travel to other locations may be necessary. Bellco offers robust benefits to employees.

Qualifications

• High School diploma or equivalent.
• Six months teller experience or equivalent cash handling, and/or customer service.
• Bilingual (Spanish) strongly preferred.

Responsibilities

• Processes a variety of financial transactions and member services in the lobby and drive-up with accuracy.
• Establishes new accounts for potential and existing members.
• Opens and maintains personal accounts following procedures; completes IRA, HSA and Coverdell accounts.

Skills

Customer service

Cash handling

Bilingual Spanish (preferred)

Education

High School diploma or equivalent

Job description

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.

The Member Service Advisor II Floater processes a variety of financial transactions and member services in the lobby and drive-up in a timely, accurate and professional manner while providing exceptional member service. This role maintains thorough knowledge of all Credit Union products and services. The MSA II establishes new accounts for potential and existing members.

Contacts: Credit Union members and their employers, Credit Union officials, Credit Union branches/departments, vendors and appropriate external financial service providers.

High School diploma or equivalent

Work Experience

• Six months teller experience or equivalent cash handling, and/or customer service

Special Training, Certification or Licensure

Office environment. Varied hours and travel to other locations may be necessary.

Communicates with members in a positive manner, through exceptional service in person and by telephone.

Understands and complies with all appropriate federal and state regulations, branch operations procedures and branch audit standards.

Contributes to corporate and branch goals and supports current business priorities.

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.

Demonstrates for members how to access and utilize TELLERphone and Bellco online banking.

Opens and maintains personal accounts for potential and existing members following the established account opening procedures.

Completes IRA, HSA and Coverdell account openings, maintenance and transactions.

Precisely and confidently processes international and domestic wire transfers for members following established guidelines and within the prescribed wire limits.

Accurately submits unsecured lending applications, adheres to established underwriting guidelines and analyzes credit bureau reports to identify member financial needs and sales opportunities.

Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time.

Accesses member accounts to accurately perform non-lending service transactions and conducts account maintenance.

Ability to accurately and efficiently enter data and update member financial records. Bilingual (Spanish) strongly preferred.

Be willing to accept supervision and work well with others.

Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.

Foster an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization.

Adhere to safe working practices and always follows all organizational safety policies and procedures.

Demonstrate compliance with all state, federal and all other regulatory agency requirements.

Encourage and reward creative solutions. Serve the member with pride.

Establish and build relationships into trusted partnerships

Respect each other’s priorities and personal space

Bellco Credit Union provides a comprehensive benefits package to all regular, full time and part time 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.