Member Service Advisor II — Banking & Member Growth

Bellco Credit Union; Colorado Springs (CO); On-site; USD 25,000 - 33,000; Full time

Job summary

Bellco Credit Union is seeking a Member Service Advisor II to process a variety of financial transactions and member services in the lobby and drive-up, while delivering exceptional service. The role requires knowledge of Bellco products, ability to identify sales opportunities, and to open new accounts for members.

Reports to the Host Branch Manager and works in an office environment with varied hours and possible travel to other locations. Bilingual Spanish is strongly preferred.

Qualifications

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

Responsibilities

• Assists members with transactions and services in the lobby and drive-up.
• Recommends products and refers members to the appropriate sales staff to deepen relationships.
• Opens and maintains member accounts including IRA, HSA and Coverdell accounts.
• Processes wire transfers following guidelines and within limits.
• Ensures compliance with regulations and protects member information.

Skills

Oral and written communication

Sales minded

Notary services

Bilingual Spanish

Education

High School diploma

Job description

Bellco Credit Union is seeking a Member Service Advisor II to process a variety of financial transactions and member services in the lobby and drive-up, while delivering exceptional service. The role requires knowledge of Bellco products, ability to identify sales opportunities, and to open new accounts for members.

Reports to the Host Branch Manager and works in an office environment with varied hours and possible travel to other locations. Bilingual Spanish is strongly preferred.