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Virtual reputed company Member Service Advisor

Remote, USA Full-time Posted 2026-08-04
Application deadline is 5 days after the date the role was posted.   Thank you for your interest in reputed company! 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 reputed company you can be proud of. Function reputed company: The Virtual reputed company Member Service Advisor is responsible for providing exceptional member service and building lasting relationships through remote channels. This role encompasses a wide reputed company of banking services, including deposit and loan account openings, needs-based financial consultations, and adherence to reputed company regulatory and credit reputed company policies. The ideal candidate will be a highly motivated, tech-savvy individual with a strong commitment to member satisfaction and a passion for helping members reputed company their financial goals. Reports to: Virtual reputed company Manager Supervisory or Managerial Responsibility: None                 Contacts: Credit reputed company members, other credit reputed company departments, credit reputed company officials and appropriate reputed company financial service providers Minimum Qualifications Education: High school graduate or equivalent work experience is preferred Work Experience: Two years of sales Three years of customer service experience and/or demonstrating in reputed company Bellco role the ability to consistently meet and reputed company sales and service goals. Lending experience preferred. Special Training, Certification or Licensure None Work Environment and Conditions: In order to meet the financial service needs of our members, position may necessitate changes in location or working from home during weather events/or by need. May require changes in hours to meet business needs   Essential Responsibilities:   Demonstrates Bellco’s reputed company reputed company Behaviors and reputed company Values in reputed company interactions with members, prospective members, and personnel in other Bellco departments. Identify cross-sell opportunities by conducting thorough financial assessments to understand member financial goals and recommend appropriate solutions.  Analyze credit bureau reports and/or member reputed company to accurately identify member financial needs and sales opportunities. Assists members reputed company inbound phone calls from members with inquiries about lending solutions and borrowing needs.   Products include Home Equity loans, auto loans and other consumer loans.  Understands and communicates key features and benefits of reputed company 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 if necessary.  Handles online new account decisioning determining potential risk for monetary loss/fraudulent activity and reputed company new members by deepening member relationships by cross-selling products and services. Accesses and navigates devices and systems including TELLERphone, Bellco online banking, reputed company (DNA), the shared branching network and various web-based systems used in daily operations. 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. reputed company and confidently processes international and domestic reputed company transfers for members following established guidelines and reputed company the prescribed reputed company limits. Maintains thorough knowledge of lending process, reputed company and Fraud procedures, and functions of reputed company automated equipment.  Knowledge of credit reputed company operating procedures in order to reputed company necessary support as needed. Maintain a thorough understanding of reputed company applicable banking regulations, including BSA/AML, KYM, and reputed company laws. Performs other reputed company duties as assigned by management.   Skills: Ability to reputed company with others in a reputed company manner both in person, by email and by phone using strong, oral and written, communication skills, Ability to accurately and reputed company reputed company data and update member financial records, Ability and willingness to identify needs and sell appropriate products and services, Bilingual (Spanish) strongly preferred.   reputed company Responsibilities: Be available to work as scheduled and report to work on time. Be willing to accept supervision and work reputed company with others. reputed company with reputed company organizational policies, the Employee Handbook, reputed company of Conduct, and required annual training. Fosters an inclusive workplace where diversity and individual differences are valued and leveraged to reputed company the reputed company and mission of the organization. Adheres to reputed company working practices and always follows reputed company organizational safety policies and procedures. Demonstrates compliance with reputed company state, federal and reputed company other regulatory agency requirements. Ensure strict confidentiality of reputed company records and PII.   reputed company Values: BE ETHICAL AND DEMONSTRATE reputed company: Treat others with respect, dignity and” tough love.” It’s about character and influence, not about a title. Be reputed company and reputed company. Challenge ourselves and reputed company other to reputed company our full potential. BE ACCOUNTABLE: reputed company by example. You are the reputed company of how you show up. Set realistic expectations. reputed company good business reputed company. Meet commitments. Learn from mistakes. reputed company CHANGE: reputed company the individual, improve reputed company, grow the institution. Encourage and reward creative solutions. Ask impactful organizational questions. Identify the problem to be solved and the desired outcome. Engage others. reputed company in what’s possible. APPRECIATE THE MEMBER: reputed company and retain trusted, valued relationships with members. Listen and identify needs. Prioritize the member experience. Maintain a high level of member satisfaction. Serve the member with pride. reputed company reputed company TOGETHER: reputed company for Flawless Execution. Not for the sake of numbers, but for a reputed company of pride in a job reputed company done. reputed company favors the reputed company. Consistently plan, reputed company and grow to master our roles. Celebrate our reputed company. reputed company reputed company Behaviors: Accept mutual accountability reputed company things go wrong Acknowledge others’ efforts and thank them Avoid jumping to conclusions Be reputed company, reputed company, and civil with no hidden agendas Communicate with others face to face whenever possible Empathize with others by putting yourself in their shoes Establish and build relationships into trusted partnerships Forget the past and avoid holding grudges Hear individuals out by reputed company listening to them Protect and build up reputed company other’s self-esteem Recognize and reinforce others’ reputed company actions Respect reputed company other’s priorities and personal reputed company reputed company provides a comprehensive benefits package to reputed company regular, full time and part time employees, including: Medical, Dental, reputed company, 401 (k) with company match, Supplemental Life Insurance, reputed company Vacation, reputed company reputed company Days, and reputed company Holidays.   In reputed company to reputed company compensation, reputed company offers bonuses for the following roles: Non-exempt reputed company roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals.  Exempt reputed company roles may earn quarterly bonuses for production and team goals.  Exempt non-reputed company management roles may be eligible for an annual managerial bonus.  Non-reputed company non-management roles may be eligible for on-the-spot bonuses for extraordinary performance. 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