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Bellco Credit Union · 1 month ago

Member Service Advisor II

Havana/Mississippi Branch, 1075 S Havana Street, Aurora, Colorado, United States of America

Full-time

Onsite

New Grad, Entry Level

$22/hr - $22/hr

0+ years exp

Bellco Credit Union is a local not-for-profit organization committed to serving its members and communities since 1936. The Member Service Advisor II role involves processing financial transactions, providing exceptional member service, and establishing new accounts while maintaining a thorough knowledge of all Credit Union products and services.

BankingFinancial Services

Responsibilities

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

Provides a valuable and enjoyable experience to both internal customers and members during interactions

Consistently suggests ways to improve the member/customer experience through improved processes and technology

Communicates with members in a positive manner, through exceptional service, both in person and/or by telephone

Practices Bellco service standards and core values in all interactions with members, prospective members and personnel in other Bellco departments

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

Learns and can demonstrate 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

Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time

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

Access member accounts to accurately perform the following non-lending service transactions, for example: Cash and/or check deposits, withdrawals, payments and transfers, Cash advances, Official check and money order issuance, Savings Bond redemption, Shared Branching transactions, Processing of miscellaneous negotiable items

Access member accounts to conduct the following account maintenance, for example: Contact information changes (address, phone, email), Check ordering, Debit card issuance and maintenance, Online banking set-up and maintenance, Order check/statement copies, Initiate research requests, Joint/Beneficiary/POD updates and maintenance, Bill pay support, Assist members with power of attorney (POA) requests including submitting documents for approvals, addition and removal of POAs from accounts, Notary services, Assist with branch balancing and branch operations

Regular and punctual in person attendance