Member Services Advisor III - Grand Junction

Bellco; Grand Junction (CO); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Member Services Advisor to enhance member experiences and provide exceptional service. This role involves processing financial transactions, establishing new accounts, and recommending products to meet member needs. Join a supportive team that prioritizes employee development and community engagement. With a comprehensive benefits package, including medical, dental, and a 401(k) plan, this position offers a chance to grow within a not-for-profit organization dedicated to its members and employees. If you are passionate about delivering quality service and building relationships, this opportunity is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with Match

Paid Vacation

Sick Days

Holidays

Performance Bonuses

Qualifications

• Six months of cash handling experience required.
• One year of sales or customer service experience preferred.

Responsibilities

• Processes various financial transactions and provides exceptional member service.
• Maintains knowledge of Credit Union products and evaluates sales opportunities.

Skills

Communication Skills

Cash Handling

Sales Experience

Customer Service

Bilingual (Spanish)

Notary Services

Education

High School Diploma or Equivalent

Tools

TELLERphone

Bellco Online Banking

DNA Core System

Digital Banking Services

Job description

Member Services Advisor III - Grand Junction

Grand Junction Branch, Grand Junction, Colorado, United States of America

Job Description

Posted Friday, May 2, 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 of course, 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: Credit Union members and their employers, Credit Union officials, Credit Union branches/departments, vendors, and appropriate external financial service providers.

Qualifications/Requirements

Education: High School diploma or equivalent

Experience: Six months of cash handling experience. One year of sales or customer service experience preferred, six months or more experience with Bellco or in financial services preferred. Lending experience preferred.

Skills

• Ability to interact with others positively both in person, by email, and by phone using strong communication skills.
• Ability to perform all teller duties while maintaining a high teller balancing efficiency (85% or higher).
• Ability to accurately and efficiently enter data and update member financial records.
• Willingness to identify needs and sell appropriate products and services.
• Ability to obtain and perform Notary services.
• Bilingual (Spanish) strongly preferred.

Equipment

On-line computer terminal keyboard and visual monitor, calculator, copy machine, fax machine, telephone, teller cash recycler, printer, ATMs, card printing terminals, and security alarms.

Essential Functions

• Provides a valuable and enjoyable experience to both internal customers and members during interactions. Suggests ways to improve the member/customer experience through processes and technology.
• Communicates positively with members, providing exceptional service in person and/or by telephone.
• Practices Bellco service standards and core values in all interactions.
• Understands and communicates features and benefits of all Bellco products and services, deepening member relationships and referring members to appropriate team members.
• Complies with all federal and state regulations, branch procedures, and audit standards.
• Contributes to corporate and branch goals, supporting current business priorities.
• Uses devices and systems including TELLERphone, Bellco online banking, DNA core system, shared branching, and web-based systems.
• Demonstrates for members how to access and utilize digital banking services.
• Opens and maintains personal, estate, and business accounts following established procedures.
• Completes IRA, HSA, and Coverdell account transactions.
• Processes wire transfers within guidelines and limits.
• Handles digital appointments and allocates them to staff.
• Processes loan applications, adheres to underwriting guidelines, and analyzes credit reports.
• Conducts loan closings and disbursements.
• Performs non-lending transactions such as deposits, withdrawals, payments, transfers, and check issuance.
• Performs account maintenance including updates, check ordering, debit card services, online banking setup, and research requests.
• Assists with POA requests, notary services, branch balancing, and operations.
• Maintains punctual in-person attendance.

Management may modify duties as needed.

Working Conditions

Requires physical ability to stand continuously. Hours or location may change to meet business needs.

Benefits

Bellco provides comprehensive benefits including Medical, Dental, Vision, 401(k) with match, Life Insurance, Paid Vacation, Sick Days, Holidays, and bonuses based on role and performance.