Member Service Advisor II (Teller) - Green Valley Ranch

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. Serves as manager on duty when branch leadership is not present.

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:

Previous experience or demonstrating in current role the ability to consistently meet and exceed sales and service goals required, two or more years of teller experience 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. Proven leadership skills within the branch and community Ability and willingness to train and onboard new team members

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

1. 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. 2. Communicates with members in a positive manner, through exceptional service, both in person and/or by telephone. 3. Practices Bellco service standards and core values in all interactions with members, prospective members and personnel in other Bellco departments. 4. 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. 5. Understands and complies with all appropriate federal and state regulations, branch operations procedures and branch audit standards. 6. Accurately submits unsecured lending applications, adheres to established underwriting guidelines and analyzes credit bureau reports to identify member financial needs and sales opportunities. 7. Conducts unsecured loan closings and disburses loans according to established procedures. 8. Accurately and confidently process international and domestic wire transfers for members following established guidelines and within the prescribed wire limits. 9. Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time. 10. Provides additional leadership support to branch leadership team as follows: Assists with research and resolution of out of balance issues Conducts morning huddles Supports team members in reaching goals Assists with in-branch audits and branch operational/sales reporting Assists with training and onboarding of new team members Performs lobby management, directs members to the appropriate team members/partners and ensures a front door focus at all times Handles complex financial transactions/member escalations and provides solutions Performs branch opening and closing procedures 11. Maintains high levels of performance, takes initiative to identify problems and provide solutions, requires minimal supervision and exhibits good judgement and decision-making skills. 12. Willingness to work outside events such as SEG events, community events, Chamber events, educational series. 13. Contributes to corporate and branch goals and supports current business priorities. 14. 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. 15. Learns and can demonstrate for members how to access and utilize TELLERphone and Bellco online banking. 16. 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 17. 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 Notary services Assist with branch balancing and branch operations 18. Regular and punctual in person attendance. 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.

Job Type:

Full-time Pay:

$22.00 per hour

Benefits:

401(k) Dental insurance Employee assistance program Employee discount Health insurance Paid time off Referral program Tuition reimbursement Vision insurance Application Question(s): Bellco conducts a pre-employment background check and drug screen that includes marijuana. Exceptions are not made for medical use. Are you okay with this? Bellco's dress code allows one small, hand-coverable tattoo (any larger tattoos must be covered), one professional facial piercing, no tongue piercings, and ear gauges no larger than a nickel (any larger must be clear). Are you okay with this?

Experience:

Cash handling: 2 years (Required) Customer service: 2 years (Required)

Teller:

1 year (Preferred)

Sales:

1 year (Preferred)

Language:

Spanish (Preferred) Ability to

Commute:

Denver, CO 80249 (Required)

Work Location:

In person