Member Services Advisor II — Banking & Accounts

Bellco; Westminster (CO); On-site; USD 45,000 - 65,000; Full time

Job summary

Bellco Federal Credit Union is seeking a Member Service Advisor II to process a variety of financial transactions in the lobby and drive-up while delivering exceptional member service. You will maintain knowledge of Bellco products and services, identify sales opportunities, and refer members to the appropriate staff.

The role includes establishing new accounts for potential and existing members. Office environment with standing, varied hours, and potential travel to other locations.

Qualifications

• Strong communication and written communication skills.
• Ability to accurately enter data and update member records.
• Willingness to identify needs and sell appropriate products and services.
• Notary services capability desired.

Responsibilities

• Be available to work as scheduled and report on time.
• Provide exceptional member service in person and by phone.
• Open and maintain personal accounts for members.
• Process IRA, HSA, and Coverdell accounts.
• Perform wire transfers within guidelines.
• Assist with unsecured lending applications and loan closings.

Skills

Strong communication skills

Data entry accuracy

Notary services

Bilingual Spanish

Education

High School diploma or equivalent

Job description

Bellco Federal Credit Union is seeking a Member Service Advisor II to process a variety of financial transactions in the lobby and drive-up while delivering exceptional member service. You will maintain knowledge of Bellco products and services, identify sales opportunities, and refer members to the appropriate staff.

The role includes establishing new accounts for potential and existing members. Office environment with standing, varied hours, and potential travel to other locations.