Member Service & Lending Advisor III

Bellco; Longmont (CO); On-site; USD 42,000 - 55,000; Full time

Job summary

Bellco is seeking a Member Service Advisor III in Longmont, CO to handle a range of teller and member service tasks, open accounts, support loans, and promote Bellco products with a focus on exceptional service and accuracy.

Ideal candidates have a high school degree, at least six months teller experience, and a year of sales or customer service. Bilingual in Spanish is strongly preferred, with strong communication and data-entry skills.

Qualifications

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

Responsibilities

• Demonstrates Bellco’s core values and provides exceptional member service in person and by phone.
• Understands and communicates features/benefits of Bellco products/services and refers members as appropriate.
• Opens and maintains personal accounts and completes IRA, HSA and Coverdell openings.
• Processes wire transfers within established guidelines and limits.
• Completes unsecured lending applications and assists with loan closings and disbursal as needed.
• Performs non-lending service transactions and account maintenance as required.

Skills

Communication skills

Data entry

Sales mindset

Notary services

Bilingual Spanish

Education

High School diploma or equivalent

Job description

Bellco is seeking a Member Service Advisor III in Longmont, CO to handle a range of teller and member service tasks, open accounts, support loans, and promote Bellco products with a focus on exceptional service and accuracy.

Ideal candidates have a high school degree, at least six months teller experience, and a year of sales or customer service. Bilingual in Spanish is strongly preferred, with strong communication and data-entry skills.