Member Service Pro: Accounts, Loans & Banking

OSTTRA Group; Thornton (CO); On-site; USD 38,000 - 54,000; Full time

Job summary

Bellco Credit Union in Colorado seeks a Member Service Advisor III who handles transactions, opens accounts, and supports loans with accuracy and a member-first approach. You will work in lobby or drive-up, promote Bellco products, and build member relationships by understanding needs and offering solutions.

The role requires a high school diploma, six months teller or cash handling experience, and preferred sales or customer service background.

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.

Responsibilities

• Demonstrates Bellco’s values and provides exceptional member service in person and by phone.
• Explains products and services, matches needs with solutions, and refers to the appropriate team.
• Opens and maintains member accounts and processes IRA, HSA, and Coverdell accounts.
• Executes wire transfers within guidelines and assists with lending applications and closings.
• Maintains confidentiality and adheres to regulations and branch procedures.

Skills

Customer service

Bilingual Spanish

Notary services

Data entry

Education

High School diploma or equivalent

Job description

Bellco Credit Union in Colorado seeks a Member Service Advisor III who handles transactions, opens accounts, and supports loans with accuracy and a member-first approach. You will work in lobby or drive-up, promote Bellco products, and build member relationships by understanding needs and offering solutions.

The role requires a high school diploma, six months teller or cash handling experience, and preferred sales or customer service background.