Member Services Advisor III | Grand Junction (Bilingual)

Bellco; Grand Junction (CO); On-site; USD 35,000 - 45,000; Full time

Job summary

Join a leading credit union as a Member Services Advisor III in Grand Junction, where you will provide exceptional service, process financial transactions, and support members with their banking needs. This role emphasizes communication, sales, and customer service skills while offering a comprehensive benefits package.

Benefits

Medical

Dental

Vision

401(k) with match

Life Insurance

Paid Vacation

Sick Days

Holidays

Bonuses based on roles and performance

Qualifications

• At least six months of cash handling experience.
• Sales or customer service experience preferred.

Responsibilities

• Processes financial transactions and member services efficiently.
• Establishes new accounts and supports loan applications.

Skills

Communication

Sales

Bilingual (Spanish)

Education

High School diploma or equivalent

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 serving our members, communities, and employees since 1936. We offer a comprehensive employee benefits package and are committed to developing our staff into expert financial-service ambassadors. Join us and be part of something meaningful at Bellco.

Function Description

Processes a variety of financial transactions and member services in lobby and drive-up settings efficiently and professionally, while delivering exceptional service. Maintains thorough knowledge of all credit union products and services, evaluates sales opportunities, and recommends or offers appropriate products. Establishes new accounts and supports loan applications and closings.

Organizational Relationships

Reports to: Branch Manager

Contacts include: Credit Union members, their employers, officials, other branches/departments, vendors, and external financial service providers.

Qualifications and Requirements

• High School diploma or equivalent
• At least six months of cash handling experience; sales or customer service experience preferred
• Experience with Bellco or in financial services preferred; lending experience is a plus

Skills

• Positive interaction and communication skills in person, email, and phone
• Efficient teller operations with high balancing accuracy (85% or higher)
• Data entry and record maintenance accuracy
• Sales and product recommendation abilities
• Notary services capability
• Bilingual (Spanish) preferred

Equipment

Includes online terminals, calculators, copiers, fax, telephone, cash recycler, printers, ATMs, card printers, and security alarms.

Essential Functions

• Provide excellent member experiences and suggest process or technology improvements
• Communicate positively with members in person and via phone
• Adhere to Bellco’s service standards and core values
• Explain and promote products, deepen member relationships, and refer to specialists as needed
• Comply with regulations, procedures, and audit standards
• Support branch goals and priorities
• Navigate systems like TELLERphone, online banking, core system (DNA), and shared branching
• Assist members with account openings, maintenance, and transactions including wire transfers, loan applications, and account updates
• Handle digital appointments and support online banking setup
• Assist with POA requests, notary services, and branch operations
• Maintain punctual attendance

Working Conditions

Requires physical ability to stand for extended periods. Hours or location may change based on business needs.

Benefits

Includes Medical, Dental, Vision, 401(k) with match, Life Insurance, Paid Vacation, Sick Days, Holidays, and bonuses based on roles and performance.