Customer Service Officers

Castle Rock Branch, 4611 Milestone Lane, Castle Rock, Colorado, United States of America

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. 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. Establishes new accounts for potential and existing members. Submits applications, provides support for and closes loans for members.

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. One year of sales or customer service experience preferred, six months or more experience with Bellco or in financial services preferred. 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 accurately and efficiently enter data and update member financial records.

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.

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 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, estate and business 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 loan applications, adheres to established underwriting guidelines and analyzes credit bureau reports to identify member financial needs and sales opportunities.

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

Access member accounts to conduct the following account maintenance, for example: Contact information changes (address, phone, email)

Online banking set-up 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

Assist with branch balancing and branch operations

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

Medical

Dental

Supplemental Life Insurance

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.