Member Service Representative III

Advancial Federal Credit Union • Allen, TX

9d • Onsite

About The Position

We’re proud to be recognized as one of USA TODAY’s Top Workplaces and to have earned the Best and Brightest Companies to Work For award eight years running. Founded in 1937, Advancial is one of the nation’s longest‑standing credit unions, committed to creating lasting value for our members through exceptional service, quality products, and innovative financial solutions. At Advancial, we believe work should be meaningful and energizing. We’re a passionate, collaborative team that values creativity, positivity, and the drive to make a real impact. We work hard, we have fun, and we show up every day ready to support each other and the members we serve.

Requirements

• Associate's 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.
• 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.
• 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
• 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: Mid Level
• Education Level: Associate degree