Member Service Advisor III | Pueblo North

Bellco; Colorado; On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Services Representative to join their team. In this role, you will be responsible for processing a variety of financial transactions and providing exceptional service to members. You will have the opportunity to establish new accounts, support loan applications, and deepen member relationships through effective communication. This position offers a comprehensive benefits package, including medical, dental, and retirement plans, ensuring you are well-supported in your career. If you are passionate about customer service and financial services, this is the perfect opportunity for you to grow and thrive.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Paid Vacation

Sick Days

Holidays

Performance Bonuses

Qualifications

• 6 months of cash handling experience required.
• 1 year of sales or customer service preferred.
• Experience in financial services preferred.

Responsibilities

• Process financial transactions and member services accurately.
• Open and maintain accounts, including IRAs and HSAs.
• Provide exceptional member service in person and over the phone.

Skills

Strong communication skills

High teller balancing efficiency

Accurate data entry

Sales skills

Notary certification ability

Bilingual (Spanish)

Education

High School diploma or equivalent

Tools

Computer terminals

Calculator

Copy and fax machines

Cash recycler

ATMs

Job description

Pueblo Branch, Pueblo, Colorado, United States of America

Job Description

Posted Monday, May 5, 2025, at 8:00 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 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 services. Establishes new accounts for potential and existing members. Submits applications, provides support for, and closes loans for members.

Organizational Relationships

Reports to: Branch Manager

Contacts include: Credit Union members and their employers, Credit Union officials, other branches/departments, vendors, and external financial service providers.

Qualifications/Requirements

Education: High School diploma or equivalent

Experience: Six months of cash handling; one year of sales or customer service preferred; experience with Bellco or in financial services preferred; lending experience preferred.

Skills

• Strong communication skills, positive interaction in person, email, and phone
• High teller balancing efficiency (85% or higher)
• Accurate data entry and record updates
• Ability to identify needs and sell products/services
• Notary certification ability
• Bilingual (Spanish) preferred

Equipment

Includes computer terminals, calculator, copy and fax machines, telephone, cash recycler, printers, ATMs, card printers, security alarms.

Essential Functions

• Provide excellent member service and suggest process improvements
• Communicate positively with members via in-person and phone interactions
• Practice Bellco service standards and core values
• Understand and promote Bellco products/services, deepen member relationships
• Comply with all regulations, procedures, and standards
• Support branch and corporate goals
• Navigate and demonstrate use of various systems and devices
• Open and maintain accounts, including IRAs, HSAs, and Coverdell accounts
• Process wire transfers, loan applications, and conduct loan closings
• Perform non-lending transactions and account maintenance
• Assist with POA requests and notary services
• Support branch operations and balancing
• Maintain punctual attendance

Management may modify duties as needed.

Working Conditions

Physical ability to stand for long periods; hours or location may change to meet business needs.

Benefits

Comprehensive benefits including Medical, Dental, Vision, 401(k), Life Insurance, Paid Vacation, Sick Days, Holidays. Bonuses available based on role and performance.