Member Experience Advisor I

Bellco; Lakewood (CO); On-site; USD 36,000 - 48,000; Full time

Job summary

Bellco is seeking a Member Service Advisor I to process a variety of financial transactions and deliver exceptional member service in the lobby and drive-up. The role requires knowledge of Bellco products, accurate cash handling, and the ability to identify sales opportunities and refer members to the appropriate staff.

Strong communication and data-entry skills are essential. Responsibilities include using TELLERphone, Bellco online banking, and the DNA core system, while maintaining compliance

Qualifications

• High School diploma or equivalent.
• Six months teller experience or equivalent cash handling, and/or customer service.

Responsibilities

• Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
• Communicates with members in a positive manner, through exceptional service, both in person and/or by telephone.
• Understands and communicates key features and benefits of 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.
• 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.

Skills

Communication skills

Data entry

Sales oriented

Notary services

Spanish preferred

Education

High School diploma

Tools

TELLERphone

Bellco online banking

DNA core system

Job description

Bellco is seeking a Member Service Advisor I to process a variety of financial transactions and deliver exceptional member service in the lobby and drive-up. The role requires knowledge of Bellco products, accurate cash handling, and the ability to identify sales opportunities and refer members to the appropriate staff.

Strong communication and data-entry skills are essential. Responsibilities include using TELLERphone, Bellco online banking, and the DNA core system, while maintaining compliance