Member Service Representative III
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.”
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.
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.
- Cultivate 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
- Of course we provide healthcare, life insurance, and 401K benefits, but here is what else we offer:
- Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
- Retire with Confidence: We contribute to your 401k. It’s our way of helping you build the future you deserve.
- Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
- Invest in Your Future: We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.
- Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
