Access Services Representative III

Advancial Federal Credit Union•Dallas, TX

1d•Hybrid

About The Position

We’re proud to be recognized as one of USA TODAY’s Top Workplaces and to have earned the Best and Brightest Companies to Work For award eight years running. Founded in 1937, Advancial is one of the nation’s longest‑standing credit unions, committed to creating lasting value for our members through exceptional service, quality products, and innovative financial solutions. At Advancial, we believe work should be meaningful and energizing. We’re a passionate, collaborative team that values creativity, positivity, and the drive to make a real impact. We work hard, we have fun, and we show up every day ready to support each other and the members we serve.

Requirements

Associate’s degree or equivalent from a two‑year college or technical school, or two years of related experience/training, or an equivalent combination of education and experience.

Responsibilities

Administer daily ACH operations, including files, exceptions, returns, reclamations, fraud requests, outside‑FI inquiries, and balancing.
Monitor the Federal Reserve portal and resolves ACH exceptions.
Manage government reclamations, loan payment corrections, and returned bill‑payer checks.
Balance shared branch deposits, related general ledgers, and assigned GL accounts.
Process debit/credit card adjustments, exception reports, and returned or disputed transactions.
Fulfill debit/credit card orders, including instant‑issue and overnight requests, and verify processor activity.
Coordinate lost/stolen card actions, fraud cases, and daily transaction monitoring.
Oversee Zelle operations, including balancing, reporting, and member inquiries.
Support electronic services (iPayment, A2A, indirect, bill payer, AmpliFi Rewards) and research payment or transfer discrepancies.
Deliver member support, maintain product knowledge, utilize required systems, and provide backup for Access Services functions.
Cultivate a positive, respectful, and collaborative culture across the organization—foster strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.

Benefits

Comprehensive healthcare
Life insurance
401(k) benefits
11 company holidays
Three weeks of vacation
Access to vacation homes in Destin, FL, and Breckenridge, CO (free for employee and loved ones, with only taxes to cover)
Employer contributions to 401(k)
Affordable pet insurance with employer contributions
Tuition reimbursement (80% covered after one year)
Advancial Life Rewards program (reimburses up to $1,000 annually for unexpected expenses)