Member Service Representative III

Advancial Federal Credit Union • Lafayette, LA

3d • $18 - $22 • Onsite

About The Position

We’re proud to be named one of USA TODAY’s Top Workplaces, and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.
At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”
Ideal Candidate:
The ideal candidate is a motivated, member-focused professional who thrives at the intersection of service and sales. They naturally build strong relationships and serve as a trusted advisor, taking the time to understand each member’s financial needs and recommending thoughtful, well-aligned solutions. With a high level of integrity, a positive and approachable attitude, and a collaborative team mindset, they consistently deliver exceptional member service. This individual is detail-oriented, goal-driven, and excited to grow their career while contributing to the success and growth of the credit union.

Requirements

• This individual must be able to perform each essential duty satisfactory.
• Associate's Degree or equivalent from two-year College or technical school; or six months related experience.
• Equivalent combination of education and experience is also acceptable.

Responsibilities

• Interview loan applicants and gather required documentation to support loan applications, ensuring all loan agreements are complete, accurate, and compliant with credit union policies.
• Proactively cross-sell a wide range of credit union products, including consumer loan products and ancillary services.
• Meet or exceed established monthly sales goals for ancillary loan products.
• Open and maintain member accounts, including checking, certificates, money market accounts, IRAs, and CDs.
• Perform teller-related duties such as processing deposits, accepting loan payments, placing holds on checks, and assisting members with routine transactions.
• Deliver exceptional member service by identifying needs and recommending appropriate financial solutions.

Benefits

• healthcare
• life insurance
• 401K benefits
• 3 weeks of vacation
• vacation homes in Destin, FL, and Breckenridge, CO
• affordable pet insurance
• tuition costs (80% covered after one year)
• Advancial Life Rewards program (reimburses you up to $1,000 each year for unexpected expenses)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree