Member Service Advisor III | Colorado Springs North Academy

Job Description

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:

The Member Service Advisor III 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 services. Establishes new accounts for potential and existing members. Submits applications, provides support for and closes loans for members.

Reports to: Branch Manager

Supervisory or Managerial Responsibility: None

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

Minimum Qualifications

Education:

High School diploma or equivalent

Work Experience:

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.

Special Training, Certification or Licensure

N/A

Work Environment and Conditions:

Office environment. Continuous hours of standing. Varied hours and travel to other locations may be necessary.

• 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 TELLER phone, 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 TELLER phone and Bellco online banking.
• Opens and maintains personal accounts for potential and existing members following the established account