Account Services Representative

Advancial Federal Credit Union • Dallas, TX

3d • $20 - $25 • Hybrid

About The Position

Advancial is a credit union founded in 1937, committed to creating lasting value for its members through exceptional service, quality products, and innovative financial solutions. They are recognized as a Top Workplace and have won the Best and Brightest Companies to Work For award for eight consecutive years. Advancial fosters a passionate, collaborative team environment that values creativity, positivity, and impact. They believe work should be meaningful and energizing, with a focus on supporting each other and the members they serve.

Requirements

• High school diploma or general education degree (GED)
• One year related experience and/or training
• Equivalent combination of education and experience

Responsibilities

• Handles in-clearings, Fed returns/adjustments, chargeback reversals, IRDs, and daily IP balancing.
• Reviews documentation, ensures BSA compliance, submits fraud checks, and completes system setup for indirect auto openings.
• Verifies applications, confirms required documents, and validates BSA authorization for mortgage openings.
• Resolves exceptions, releases or rejects items, and applies Reg CC holds for remote deposit review.
• Processes claims and cancellations and coordinates with third parties for settlement for GAP and VSA handling.
• Completes month-end add-on settlements and performs GL reconciliation for loan reconciliation.
• Processes mailed closure requests, updates ancillary product records, supports CPI inquiries, and participates in cross-training for account and product maintenance.
• Cultivates a positive, respectful, and collaborative culture across the organization, fostering strong relationships among staff, departments, branches, and external partners.
• Champions 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 use, 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED