Member Development Representative
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 multiple times. Advancial fosters a passionate, collaborative team environment that values creativity, positivity, and impact. The Member Development Representative role involves conducting outbound calls for sales and service to new and existing members, interacting with internal staff to resolve issues, and supporting inbound call volume. The role also includes originating loan applications over the telephone and requires a service-oriented, self-motivated, and organized individual.
Requirements
- High school diploma; minimum one-year related experience and/or training; or equivalent combination of education and experience.
- Service-oriented, self-motivated, and organized individual capable of managing a variety of tasks effectively.
Responsibilities
- Conduct outbound follow-up, sales, and service calls to new and existing members using assigned calling lists.
- Interact with lending and corporate staff as needed to assist members or resolve issues.
- Support inbound call volume when required.
- Originate loan applications over the telephone.
- Utilize CRM tools to manage member relationships and identify sales opportunities.
- Achieve production goals by increasing product penetration through outbound member contact.
- Contribute to reduced check volume by offering members alternative loan-payment solutions.
- Demonstrate communication etiquette through appropriate phone and email practices and clear oral and written communication.
- Assist with inbound calls during high-volume periods in the Member Service Center and complete service follow-up calls, including special programs assigned to the Member Development Center.
- Meet outbound call requirements by completing minimum call expectations across campaign lists such as pre-approved offers, deposit leads, loan leads, and special campaigns.
- Originate and process loans by completing telephone and referral-based applications, interviewing members, reviewing creditworthiness, finalizing funding, and using open-ended questions to encourage additional applications and cross-sell Credit Union products.
- Open new accounts by verifying eligibility, completing ChexSystems reviews, and coordinating with the BSA team when applicants fail OFAC or ChexSystems checks.
- Process daily member transactions including balance inquiries, fund transfers, transaction-history research, account-closure requests, address changes, deposits, loan payments, credit card payments, and debit-card issuance; includes researching and resolving member concerns across varying levels of complexity.
- Support follow-up programs by making service follow-up calls and meeting call expectations for assigned Member Development Center campaigns.
- Cultivate a positive, respectful, and collaborative culture across the organization, fostering 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)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
