Member Service Representative III
About The Position
Advancial is a credit union founded in 1937 with a mission to create lasting value for its members through superior service, quality products, and innovative solutions. The company has been recognized as one of USA TODAY’s Top Workplaces and has received the Best and Brightest Companies to Work For award for 8 consecutive years. Advancial fosters a positive, creative, and collaborative culture where employees are encouraged to make a difference and find their work fulfilling. The Member Service Representative III role involves interviewing loan applicants, processing applications, gathering background information, and reviewing credit history. This position acts as a liaison between members and Advancial, ensuring clear communication and a positive service experience. Additionally, the role provides account information, opens new accounts, and supports members with their daily credit union needs.
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)
- Company contribution to 401k
- Affordable pet insurance (company contributes)
- Tuition reimbursement (80% covered after one year of employment)
- Advancial Life Rewards program (reimburses up to $1,000 annually for unexpected expenses)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
