Customer Service Officers
OSTTRA Group
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. The Member Service Advisor I processes a variety of financial transactions and member services in the lobby and drive-up in a timely, accurate and professional manner while providing exceptional member service. This role maintains thorough knowledge of all Credit Union products and services. Credit Union members and their employers, Credit Union officials, Credit Union branches/departments, vendors and appropriate external financial service providers.
High School diploma or equivalent
Work Experience
Six months teller experience or equivalent cash handling, and/or customer service
Special Training, Certification or Licensure
Office environment. Varied hours and travel to other locations may be necessary.
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.
Demonstrates for members how to access and utilize TELLERphone and Bellco online banking.
Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time.
Accesses member accounts to accurately perform non-lending service transactions.
Accesses member accounts to conduct account maintenance.
Ability to accurately and efficiently enter data and update member financial records. Bilingual (Spanish) strongly preferred.
Be willing to accept supervision and work well with others.
Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
Foster an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization.
Adhere to safe working practices and always follows all organizational safety policies and procedures.
Demonstrate compliance with all state, federal and all other regulatory agency requirements.
Encourage and reward creative solutions. Serve the member with pride.
Establish and build relationships into trusted partnerships
Respect each other’s priorities and personal space
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.
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.
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