Member Services Advisor III - Personal Banking

Colonial Group; Colorado Springs (CO); On-site; USD 36,000 - 48,000; Full time

Job summary

Bellco Credit Union in Colorado Springs is seeking a Member Service Advisor III to process a variety of financial transactions and provide exemplary member service in both lobby and drive-up settings.

You will open new accounts, support lending activities, and use Bellco systems to assist members with online banking and wire transfers. Strong communication and cash handling skills are essential, with bilingual Spanish preference.

Qualifications

• High School diploma or equivalent.
• 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 experience with Bellco or in financial services preferred. Lending experience preferred.

Responsibilities

• Demonstrates Bellco's Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
• Communicates with members in a positive manner, through exceptional service in person and by telephone.
• Understands and communicates key features and benefits of all Bellco products and services to members and deepens member relationships by matching products to meet members needs and referring members to the appropriate team member/partner.
• Understands and complies with all appropriate federal and state regulations, branch operations procedures and branch audit standards.
• Contributes to corporate and branch goals and supports current business priorities.
• Accesses and navigates devices and systems including TELLERphone, Bellco online banking, core system (DNA), the shared branching network and various web-based systems used in daily operations.
• Demonstrates for members how to access and utilize TELLERphone and Bellco online banking.
• Opens and maintains personal accounts for potential and existing members following the established account opening procedures.
• Completes IRA, HSA and Coverdell account openings, maintenance and transactions.
• Precisely and confidently processes international and domestic wire transfers for members following established guidelines and within the prescribed wire limits.
• Accurately submits unsecured lending applications, adheres to established underwriting guidelines and analyzes credit bureau reports to identify member financial needs and sales opportunities.
• Conducts unsecured loan closings and disburses loans according to established procedures.
• Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time.
• Accesses member accounts to accurately perform non-lending service transactions and conducts account maintenance.
• Performs other related duties as assigned by management.

Skills

Communication

Data entry

Sales

Notary

Bilingual Spanish

Education

High School diploma

Tools

TELLERphone

Bellco online banking

DNA core system

Job description

Bellco Credit Union in Colorado Springs is seeking a Member Service Advisor III to process a variety of financial transactions and provide exemplary member service in both lobby and drive-up settings.

You will open new accounts, support lending activities, and use Bellco systems to assist members with online banking and wire transfers. Strong communication and cash handling skills are essential, with bilingual Spanish preference.