Member Service Advisor II | Greeley

Bellco; Greeley (CO); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with company match

Paid Vacation

Paid Sick Days

Paid Holidays

Monthly and quarterly bonuses

Job summary

A local not-for-profit organization is seeking a dedicated team member to assist in processing financial transactions and providing exceptional customer service. Candidates should have a high school diploma and at least six months of cash handling experience, with a preference for individuals with sales or customer service backgrounds. Bilingual candidates in Spanish are strongly preferred. This position offers the opportunity to work in a fulfilling environment with competitive benefits.

Qualifications

• Six months of cash handling experience required.
• One year of sales or customer service experience preferred.
• Ability to interact positively with customers in person and via phone.

Responsibilities

• Process financial transactions efficiently, providing exceptional member service.
• Establish new accounts for potential and existing members.
• Maintain knowledge of all Credit Union products and services.

Skills

Customer service skills

Cash handling experience

Bilingual (Spanish)

Education

High School diploma or equivalent

Tools

Online banking systems

Calculator

Teller cash recycler

Job description

Greeley, 4118 Centerplace Drive, Greeley, Colorado, United States of America

Job Description

Posted Monday, January 5, 2026 at 9:00 AM

Application deadline is 5 days after the date the role was posted.

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. You’re a part of something more at Bellco—a place you can be proud of.

FUNCTION DESCRIPTION:

Processes a variety of financial transactions and member services in both lobby and drive‑up in a timely, accurate and professional manner while providing exceptional member service. Maintains thorough knowledge of all Credit Union products and services. Consistently evaluates sales opportunities, makes recommendations or offers products and refers members to the appropriate sales staff. Establishes new accounts for potential and existing members.

ORGANIZATIONAL RELATIONSHIPS:

Reports to: Assistant Branch Manager or Branch Manager (depending on location)
Contacts: Credit Union members and their employers, Credit Union officials, Credit Union branches/departments, vendors and appropriate external financial service providers.

QUALIFICATIONS/REQUIREMENTS:

Education: High School diploma or equivalent

Experience: Six months of cash handling experience. Previous experience or demonstrating in current role the ability to consistently meet and exceed sales and service goals. One year of sales or customer service experience preferred, 6 months or more experience with Bellco or in financial services preferred.

• 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.

Bilingual (Spanish) strongly preferred.

Additions or modifications of these requirements may be made as needed to maintain high service standards.

Equipment: On‑line computer terminal keyboard and visual monitor, calculator, copy machine, fax machine, telephone, teller cash recycler, printer, ATMs, card printing terminals and security alarms.

ESSENTIAL FUNCTIONS:

• Provides a valuable and enjoyable experience to both internal customers and members during interactions. Consistently suggests ways to improve the member/customer experience through improved processes and technology.
• Communicates with members in a positive manner, through exceptional service, both in person and/or by telephone.
• Practices Bellco service standards and core values in all interactions with members, prospective members and personnel in other Bellco departments.
• Understands and communicates 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.
• 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.
• Learns and can demonstrate 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.
• Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time.
• Accurately submits unsecured lending applications, adheres to established underwriting guidelines and analyzes credit bureau reports to identify member financial needs and sales opportunities.
• Conducts unsecured loan closings and disburses loans according to established procedures.
• 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
  • Joint/Beneficiary/POD updates and maintenance
  • Bill pay support
  • Assist members with power of attorney (POA) requests including submitting documents for approvals, addition and removal of POAs from accounts
  • Notary services
  • Assist with branch balancing and branch operations
• Regular and punctual in person attendance.

Management retains the discretion to add to or change the duties of the position at any time.

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.

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.

Greeley, 4118 Centerplace Drive, Greeley, Colorado, United States of America