Member Service & Loan Advisor III

Bellco

Aurora (CO)

On-site

USD 42,000 - 58,000

Full time

2 days ago
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Job summary

Bellco in Aurora, CO is seeking a Member Service Advisor III to handle transactions, open new accounts, and support loan applications. You will provide friendly service in lobby and drive-up, cross-sell products, and maintain knowledge of Bellco offerings.

The role emphasizes accuracy, compliance with regulations, and teamwork. You will use Tellerphone and online banking tools, process wire transfers, and help members build lasting relationships while meeting branch goals.

Qualifications

  • 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 with Bellco or in financial services preferred.
  • Lending experience preferred.

Responsibilities

  • Demonstrates Bellco’s core values and provides exceptional member service.
  • Communicates with members in person and by telephone to explain product features and benefits.
  • Opens and maintains personal accounts for potential and existing members following procedures.
  • Completes IRA, HSA and Coverdell account openings and transactions.
  • Concisely processes wire transfers and submits unsecured lending applications within guidelines.
  • Performs other duties as assigned by management.

Skills

Cash handling
Customer service
Sales

Education

High School diploma or equivalent

Job description

Bellco in Aurora, CO is seeking a Member Service Advisor III to handle transactions, open new accounts, and support loan applications. You will provide friendly service in lobby and drive-up, cross-sell products, and maintain knowledge of Bellco offerings.

The role emphasizes accuracy, compliance with regulations, and teamwork. You will use Tellerphone and online banking tools, process wire transfers, and help members build lasting relationships while meeting branch goals.

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