Member Service Advisor II - Highlands Ranch

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 refers members to the appropriate sales staff. Establishes new accounts for potential and existing members.

ORGANIZATIONAL RELATIONSHIPS :

Reports to : Assistant Branch Manager or Branch Manager (depending on location)

Supervises : None

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. Previous experience or demonstrating in current role the ability to consistently meet and exceed sales and service goals. One year of sales or customer service experience preferred, 6 months or more experience with Bellco or in financial services preferred.

Skills :

• Ability to interact with others in a positive manner both in person, by email and by phone using strong, oral and written, communication skills.
• Ability to perform all teller duties while maintaining a high teller balancing efficiency (85% or higher) on a consistent basis.
• Ability to accurately and efficiently enter data and update member financial records.
• Ability and willingness to identify needs and sell appropriate products and services.
• Ability to obtain and perform Notary services.

Bilingual (Spanish) strongly preferred.

Additions or modifications of these requirements may be made as needed to maintain high service standards.

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 :

Cash and / or check deposits, withdrawals, payments and transfers

Contact information changes (address, phone, email)

Management retains the discretion to add to or change the duties of the position at any time.

WORKING CONDITIONS :

Physical ability to maintain continuous hours of standing.

Office environment.

In order to meet the business needs of our members, job function may necessitate changes in hours or location.

Bellco Credit Union provides a comprehensive benefits package to employees, including : Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.

In addition to base compensation, Bellco Credit Union offers bonuses for the following roles :

Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals.

Exempt branch roles may earn quarterly bonuses for production and team goals.

Exempt non-branch management roles may be eligible for an annual managerial bonus.

Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.