Senior Member Services Advisor - Accounts & Loans

Bellco; Colorado Springs (CO); On-site; USD 28,000 - 39,000; Full time

Job summary

Bellco is seeking a Member Service Advisor III to deliver exceptional service in both lobby and drive-up settings. You will process a range of financial transactions, open and maintain member accounts, and support loan applications.

The role emphasizes product knowledge, compliance, and customer relationship building. Required are a High School diploma and at least six months of teller or cash-handling experience, with preference for sales or customer service experience and Spanish bilingual

Qualifications

• Strong written and spoken communication with members.
• Ability to identify needs and suggest appropriate products/services.
• Willingness to obtain Notary services when required.

Responsibilities

• Demonstrates Bellco core values in all member interactions.
• Provides exceptional service in person and by phone.
• Opens and maintains member accounts and processes IRA, HSA, and Coverdell accounts.
• Handles wire transfers and unsecured loan applications per guidelines.
• Performs other duties as assigned by management.

Skills

Communication skills

Bilingual Spanish

Notary services

Sales ability

Education

High School diploma

Job description

Bellco is seeking a Member Service Advisor III to deliver exceptional service in both lobby and drive-up settings. You will process a range of financial transactions, open and maintain member accounts, and support loan applications.

The role emphasizes product knowledge, compliance, and customer relationship building. Required are a High School diploma and at least six months of teller or cash-handling experience, with preference for sales or customer service experience and Spanish bilingual