Member Experience & Lending Advisor III

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

Job summary

Bellco is seeking a Member Service Advisor III to handle transactions and member services in lobby and drive-up settings. You will promote Bellco products, open accounts, and assist with loans, while maintaining high service standards.

Role requires excellent communication, data accuracy, and the ability to work with various Bellco systems. Fluency in Spanish is strongly preferred for serving a diverse membership.

Qualifications

• Education: High School diploma or equivalent.
• Six months teller experience or cash handling and/or customer service.
• One year of sales or customer service experience preferred; Bellco/financial services experience preferred; lending experience preferred.

Responsibilities

• Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members and staff.
• Communicates with members in a positive manner, delivering exceptional service in person and by phone.
• Explains features and benefits of Bellco products/services; matches offerings to member needs and refers to the right team.
• Operates within bank regulations, procedures, and audits; supports branch goals and priorities.
• Uses teller systems and digital tools to perform transactions and account maintenance.
• Opens and maintains personal accounts; handles IRA, HSA and Coverdell openings and transactions.
• Submits unsecured lending applications and analyzes credit reports to identify needs and opportunities.
• Conducts unsecured loan closings and disburses loans per procedures.
• Manages digital appointments and allocates slots to ensure timely starts.
• Performs other duties as assigned by management.

Skills

Strong communication

Data entry accuracy

Sales and product referrals

Notary services

Bilingual Spanish

Education

High School diploma or equivalent

Tools

TELLERphone

Bellco online banking

DNA core system

Job description

Bellco is seeking a Member Service Advisor III to handle transactions and member services in lobby and drive-up settings. You will promote Bellco products, open accounts, and assist with loans, while maintaining high service standards.

Role requires excellent communication, data accuracy, and the ability to work with various Bellco systems. Fluency in Spanish is strongly preferred for serving a diverse membership.