Member Service Representative III

Advancial Federal Credit Union•Lafayette, LA

6d•Onsite

About The Position

Advancial is seeking a Member Service Representative III to join their team. This role involves interviewing loan applicants, processing their applications, gathering background information, and reviewing credit history. The representative will act as a liaison between members and Advancial, ensuring clear communication and a positive service experience. Additionally, the position involves providing account information, opening new accounts, and assisting members with their daily credit union needs. Advancial is recognized as a Top Workplace and has received the Best and Brightest Companies to Work For award for 8 consecutive years. Founded in 1937, Advancial is a credit union focused on creating lasting value for its members through superior service, quality products, and innovative solutions. The company culture emphasizes passion, collaboration, positivity, creativity, and fulfilling work.

Requirements

Associates Degree (A.A.) or equivalent from two–year College or technical school; or six months related experience. Or equivalent combination of education and experience
Must be service‑oriented, self‑motivated, and able to manage a variety of tasks effectively

Responsibilities

Cross-sell loan, deposit, and electronic banking products to meet member needs.
Achieve monthly goals for ancillary loan product penetration and sales performance.
Interview applicants, collect required information, and ensure loan documents meet policy standards.
Guide members by recommending products and services that best fit their financial goals.
Process loan approvals, secure collateral liens, and close loans accurately.
Open new accounts—including checking, savings, certificates, IRAs, and money markets—and verify eligibility.
Maintain up-to-date knowledge of lending procedures, credit union guidelines, and loan product features.
Perform teller transactions such as deposits, withdrawals, loan payments, and account maintenance.
Resolve member inquiries by providing account information, researching issues, and delivering timely solutions.
Support branch operations by assisting with audits, night drop processing, supply monitoring, and opening/closing duties.

Benefits

Healthcare
Life insurance
401K benefits
11 company holidays
3 weeks of vacation
Use of vacation homes in Destin, FL, and Breckenridge, CO (free for employee and loved ones, employee pays taxes)
401k contributions from the company
Affordable pet insurance with company contribution
Tuition reimbursement (80% covered after one year of employment)
Advancial Life Rewards program (reimburses up to $1,000 annually for unexpected expenses)