Member Solutions Specialist (Accounts & Sales)

Partner Colorado Credit Union; Denver (CO); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Annual Performance Bonus

Medical Plans

Dental

Vision

401(k) match

Life/AD&D

Job summary

Partner Colorado Credit Union in Denver seeks an Account Advisor/Teller hybrid role focused on welcoming members, handling routine transactions, and supporting sales opportunities. The role emphasizes accuracy, customer service, and cross-selling credit union products.

The position requires the ability to multi-task, communicate clearly, and maintain a high level of member satisfaction in a fast-paced lobby environment.

Qualifications

• Multi-tasking ability to serve members across a wide range of products and issues.
• Knowledge of credit union products and services.
• Be the face of Partner Colorado Credit Union with integrity, urgency, and dependability.

Responsibilities

• Greet members and vendors as they enter the credit union and route inquiries.
• Answer member inquiries about products and services and support sales strategy.
• Assist members with payroll allotments, direct deposits, and changes to accounts or personal info.
• Process deposits, withdrawals, transfers, and other transactions as requested.
• Open new products and accounts; cross-sell services; close accounts as needed.
• Monitor and maintain waiting areas and ensure a positive member experience.

Skills

Customer service

Multi-tasking

Communication

Attention to detail

Sales awareness

Education

High School or equivalent

Job description

Partner Colorado Credit Union in Denver seeks an Account Advisor/Teller hybrid role focused on welcoming members, handling routine transactions, and supporting sales opportunities. The role emphasizes accuracy, customer service, and cross-selling credit union products.

The position requires the ability to multi-task, communicate clearly, and maintain a high level of member satisfaction in a fast-paced lobby environment.