Member Service Advisor III: Financial Solutions & Loans

Bellco; Erie (CO); On-site; USD 50,000 - 70,000; Full time

Job summary

Bellco is seeking a Member Service Advisor III to deliver exceptional service, process a variety of financial transactions, and support lending activities. You will open accounts, assist with IRA/HSA/Coverdell transactions, and guide members through Bellco products.

You’ll work in a fast-paced branch environment, maintain compliance with regulatory requirements, and use Bellco online banking and DNA core systems to support members and close loans when appropriate.

Qualifications

• Education: High School diploma or equivalent.
• Work Experience: Six months teller experience or equivalent cash handling, and/or customer service.
• One year of sales or customer service experience preferred, six months or more experience with Bellco or in financial services preferred. Lending experience preferred.
• Special Training, Certification or Licensure: N/A

Responsibilities

• Demonstrates Bellco’s core values and provides exceptional member service in person and by phone.
• Opens and maintains personal accounts; processes IRA, HSA and Coverdell openings and transactions.
• Performs routine non-lending and lending support, including credit adjudication and loan closings.
• Synchronizes digital appointments and navigates Bellco systems for member needs.
• Maintains confidentiality and compliance with regulations and internal procedures.

Skills

Oral comms

Written comms

Data entry

Sales capability

Notary services

Education

High School diploma or equivalent

Tools

TELLERphone

Bellco online banking

DNA core system

Shared branching network

Job description

Bellco is seeking a Member Service Advisor III to deliver exceptional service, process a variety of financial transactions, and support lending activities. You will open accounts, assist with IRA/HSA/Coverdell transactions, and guide members through Bellco products.

You’ll work in a fast-paced branch environment, maintain compliance with regulatory requirements, and use Bellco online banking and DNA core systems to support members and close loans when appropriate.