Member Service Advisor III - Parker
Bellco Credit Union · Parker, CO · 1 mo ago
OTHRFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate. Must preserve all substantive info.
We need to parse the posting.
Content:
- Intro: "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. You’re a part of something more at Bellco—a place you can be proud of."
That's about the organization; could be "About the role" or maybe "About the role" is generic. The posting includes "Function Description" and then responsibilities.
We need sections: About the role (maybe summarizing function description). Responsibilities (list of essential responsibilities). Requirements (maybe education, work experience). Qualifications (maybe special training). Skills (list). Benefits (list). Pay (if any). Schedule (if any). The posting mentions "Varied hours and travel to other locations may be necessary." That's schedule info. Also "Continuous hours of standing." That's work environment. Not schedule specifics like shift times. But we can include schedule if there is mention of varied hours. It says "Varied hours and travel to other locations may be necessary." That's schedule info. So we can include a Schedule section with that.
Pay: Not mentioned explicitly. No salary or pay range. So we should NOT include Pay section.
Benefits: Provided: "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: ..." So we have benefits and bonuses. We'll include Benefits section with that list.
Now we need to decide sections.
We have:
- About the role: Could include the intro paragraph about Bellco and function description? The function description is more like role summary. We'll put that under About the role.
- Responsibilities: Essential Responsibilities list (many bullet-like sentences). We'll convert to
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate. Must preserve all substantive info.
We need to parse the posting.
Content:
- Intro: "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. You’re a part of something more at Bellco—a place you can be proud of."
That's about the organization; could be "About the role" or maybe "About the role" is generic. The posting includes "Function Description" and then responsibilities.
We need sections: About the role (maybe summarizing function description). Responsibilities (list of essential responsibilities). Requirements (maybe education, work experience). Qualifications (maybe special training). Skills (list). Benefits (list). Pay (if any). Schedule (if any). The posting mentions "Varied hours and travel to other locations may be necessary." That's schedule info. Also "Continuous hours of standing." That's work environment. Not schedule specifics like shift times. But we can include schedule if there is mention of varied hours. It says "Varied hours and travel to other locations may be necessary." That's schedule info. So we can include a Schedule section with that.
Pay: Not mentioned explicitly. No salary or pay range. So we should NOT include Pay section.
Benefits: Provided: "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: ..." So we have benefits and bonuses. We'll include Benefits section with that list.
Now we need to decide sections.
We have:
- About the role: Could include the intro paragraph about Bellco and function description? The function description is more like role summary. We'll put that under About the role.
- Responsibilities: Essential Responsibilities list (many bullet-like sentences). We'll convert to - .
- Requirements: Education Minimum Qualifications and Work Experience. Also maybe "Special Training, Certification or Licensure N/A" we should not include if N/A. So we can omit that.
- Qualifications: Might be overlapping with Requirements. But we can treat Requirements as education/experience, Qualifications as maybe "Lending experience preferred." However guidelines: Use sections only when posting has real specific content. We can combine education/experience into Requirements, and maybe Qualifications for "Lending experience preferred." But we could also just have Requirements covering all. To avoid thin sections, we can have Requirements (education & experience) and Skills (list). Qualifications maybe not needed.
But we have "Special Training, Certification or Licensure N/A" - we should not create a section for that because it's N/A.
We have Skills list: "Demonstrates strong oral and written communication skills. 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."
We'll put those under Skills.
We have Core Responsibilities and Core Values etc. Those are more like company values; could be part of About the role or maybe separate but not required. The instruction: include a section ONLY when posting has real, specific content for it. Core Responsibilities and Core Values are specific content but not exactly responsibilities? They are more about behavior. Could be included under Responsibilities or maybe a separate section like "Core Values". But we only have allowed headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we must fit content into those headings. Core Responsibilities could go under Responsibilities (maybe as additional bullet). Core Values could go under About the role or maybe under Responsibilities as behavioral expectations. We'll incorporate them into Responsibilities as bullet points.
Now schedule: "Varied hours and travel to other locations may be necessary." Also "Continuous hours of standing." That's work environment but we can put under Schedule? Might be better under Schedule as "Varied hours and travel to other locations may be necessary." We'll include that.
Now we need to ensure we don't include boilerplate like "Application deadline is 5 days after the date the role was posted." That's metadata; we can fold into a short p or drop. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include a short p at top maybe: "
Application deadline is 5 days after the date the role was posted.
" That's okay.
Also "Thank you for your interest in Bellco Credit Union!" is maybe fluff; we can drop or keep as part of About the role? Probably drop as boilerplate? It's not essential. But we can keep as part of About the role? Might be considered filler. Safer to drop.
We need to preserve ALL substantive information; do not invent or summarize away detail. So we need to keep the descriptive sentences about Bellco being a local not-for-profit since 1936, offering benefits, fostering staff, etc. That's substantive about the organization. We'll include that in About the role.
Now we need to format.
We'll start with a p for deadline.
Then About the role
then a p containing the description: maybe combine the intro and function description.
Let's craft:
Application deadline is 5 days after the date the role was posted.
About the role
Bellco Credit Union is a local not‑for‑profit organization that has been serving members, the community, and employees since 1936. It offers one of the best employee benefits packages and focuses on fostering, developing, and engaging staff to become expert financial‑service ambassadors. The Member Service Advisor III processes a variety of financial transactions and member services in both lobby and drive‑up settings in a timely, accurate, and professional manner while providing exceptional member service. The role requires thorough knowledge of all Credit Union products and services, evaluating sales opportunities, making product recommendations, opening new accounts, submitting and closing loan applications, and supporting members with lending and non‑lending services.
Now Responsibilities: we need to list essential responsibilities plus core responsibilities and core values maybe.
We'll create - for each bullet.
Essential responsibilities list from text:
- Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
- Communicates with members in a positive manner, through exceptional service in person and by telephone.
- 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.
- Demonstrates 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.
- 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.
- 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 and conducts account maintenance.
- Performs other related duties as assigned by management.
Core Responsibilities list:
- Be available to work as scheduled and report to work on time.
- 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.
- Ensure strict confidentiality of all records and PII.
Core Values list (maybe we can include as bullet points under Responsibilities as they are behavioral expectations). But we could also incorporate them into About the role. However we have many bullets already; adding values may be okay.
Core Values:
- BE ETHICAL AND DEMONSTRATE INTEGRITY: Treat others with respect, dignity and “tough love.” It’s about character and influence, not about a title. Be honest and direct. Challenge ourselves and each other to reach our full potential.
- BE ACCOUNTABLE: Lead by example. You are the reflection of how you show up. Set realistic expectations. Make good business decisions. Meet commitments. Learn from mistakes.
- EMBRACE CHANGE: Develop the individual, improve the team, grow the institution. Encourage and reward creative solutions. Ask impactful organizational questions. Identify the problem to be solved and the desired outcome. Engage others. Believe in what’s possible.
- APPRECIATE THE MEMBER: Achieve 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.
- ACHIEVE SUCCESS TOGETHER: Strive for Flawless Execution. Not for the sake of numbers, but for a sense of pride in a job well done. Success favors the prepared. Consistently plan, coach and grow to master our roles. Celebrate our success.
- Act Nice Behaviors: Accept mutual accountability when things go wrong; Acknowledge others’ efforts and thank them; Avoid jumping to conclusions; Be honest, direct, 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 actively listening to them; Protect and build up each other’s self-esteem; Recognize and reinforce others’ positive actions; Respect each other’s priorities and personal space.
That's a lot; but we need to preserve all substantive information. However the instruction says "Prefer a few substantive sections over many thin ones." But we must preserve all substantive info; we can't omit. So we need to include them somewhere. Could we combine Core Values into About the role? That would be a long paragraph but still preserve. However the instruction says use
- for any list of duties/requirements/benefits. Core Values is a list; we could make a
- under Responsibilities or maybe a separate section but we only have allowed headings. Could we put them under Responsibilities as a sublist? That's okay.
Thus Responsibilities will be a big list combining essential responsibilities, core responsibilities, core values, and act nice behaviors. That's a lot but okay.
Now Requirements: Education Minimum Qualifications: High School diploma or equivalent. Work Experience: Six months
or drop it." So we can include a short p at top maybe: "
Application deadline is 5 days after the date the role was posted.
" That's okay. Also "Thank you for your interest in Bellco Credit Union!" is maybe fluff; we can drop or keep as part of About the role? Probably drop as boilerplate? It's not essential. But we can keep as part of About the role? Might be considered filler. Safer to drop. We need to preserve ALL substantive information; do not invent or summarize away detail. So we need to keep the descriptive sentences about Bellco being a local not-for-profit since 1936, offering benefits, fostering staff, etc. That's substantive about the organization. We'll include that in About the role. Now we need to format. We'll start with a p for deadline. ThenAbout the role
then a p containing the description: maybe combine the intro and function description. Let's craft:Application deadline is 5 days after the date the role was posted.
About the role
Bellco Credit Union is a local not‑for‑profit organization that has been serving members, the community, and employees since 1936. It offers one of the best employee benefits packages and focuses on fostering, developing, and engaging staff to become expert financial‑service ambassadors. The Member Service Advisor III processes a variety of financial transactions and member services in both lobby and drive‑up settings in a timely, accurate, and professional manner while providing exceptional member service. The role requires thorough knowledge of all Credit Union products and services, evaluating sales opportunities, making product recommendations, opening new accounts, submitting and closing loan applications, and supporting members with lending and non‑lending services.
Now Responsibilities: we need to list essential responsibilities plus core responsibilities and core values maybe. We'll create- for each bullet.
Essential responsibilities list from text:
- Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
- Communicates with members in a positive manner, through exceptional service in person and by telephone.
- 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.
- Demonstrates 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.
- 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.
- 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 and conducts account maintenance.
- Performs other related duties as assigned by management.
Core Responsibilities list:
- Be available to work as scheduled and report to work on time.
- 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.
- Ensure strict confidentiality of all records and PII.
Core Values list (maybe we can include as bullet points under Responsibilities as they are behavioral expectations). But we could also incorporate them into About the role. However we have many bullets already; adding values may be okay.
Core Values:
- BE ETHICAL AND DEMONSTRATE INTEGRITY: Treat others with respect, dignity and “tough love.” It’s about character and influence, not about a title. Be honest and direct. Challenge ourselves and each other to reach our full potential.
- BE ACCOUNTABLE: Lead by example. You are the reflection of how you show up. Set realistic expectations. Make good business decisions. Meet commitments. Learn from mistakes.
- EMBRACE CHANGE: Develop the individual, improve the team, grow the institution. Encourage and reward creative solutions. Ask impactful organizational questions. Identify the problem to be solved and the desired outcome. Engage others. Believe in what’s possible.
- APPRECIATE THE MEMBER: Achieve 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.
- ACHIEVE SUCCESS TOGETHER: Strive for Flawless Execution. Not for the sake of numbers, but for a sense of pride in a job well done. Success favors the prepared. Consistently plan, coach and grow to master our roles. Celebrate our success.
- Act Nice Behaviors: Accept mutual accountability when things go wrong; Acknowledge others’ efforts and thank them; Avoid jumping to conclusions; Be honest, direct, 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 actively listening to them; Protect and build up each other’s self-esteem; Recognize and reinforce others’ positive actions; Respect each other’s priorities and personal space.
That's a lot; but we need to preserve all substantive information. However the instruction says "Prefer a few substantive sections over many thin ones." But we must preserve all substantive info; we can't omit. So we need to include them somewhere. Could we combine Core Values into About the role? That would be a long paragraph but still preserve. However the instruction says use
- for any list of duties/requirements/benefits. Core Values is a list; we could make a
- under Responsibilities or maybe a separate section but we only have allowed headings. Could we put them under Responsibilities as a sublist? That's okay. Thus Responsibilities will be a big list combining essential responsibilities, core responsibilities, core values, and act nice behaviors. That's a lot but okay. Now Requirements: Education Minimum Qualifications: High School diploma or equivalent. Work Experience: Six months
- for any list of duties/requirements/benefits. Core Values is a list; we could make a