Member Service Representative III

Advancial Federal Credit Union•Edmond, OK

2d•$20 - $25•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.” This position receives calls at establishment, determines nature of business to assist callers, or implements transaction by performing the following duties: handles member's daily credit union needs, provides account information, responds to loan questions, and refer loan applications to the appropriate personnel. This role requires you to be service-oriented, self-motivated and to be able to multi-task, and work efficiently.

Requirements

Associate's degree (A.A.) or equivalent from two–year College or technical school; and one year of banking or call center experience or equivalent combination of education and experience.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to carry out instructions furnished in written, oral, or diagram form.
Ability to solve problems involving several concrete variables in standardized situations.
Responsible for achieving personal sales and service goals.
Maintain a positive and caring atmosphere for members and employees consistent with the Credit Union's mission and philosophy.
Manage a working knowledge of computer equipment and software required including Microsoft Word, Excel, etc.

Responsibilities

Handle high-volume inbound calls (60–70 daily), assisting members with account inquiries, transactions, and maintenance
Process payments, transfers, stop payments, wires, check orders, and account changes; verify identity and resolve issues
Troubleshoot online banking and support debit/credit cards, fraud, and bill pay
Open and service new accounts (checking, CDs, money markets, IRAs); verify eligibility via ChexSystems and OFAC, partnering with BSA as needed
Maintain professional phone etiquette while meeting call metrics, including hold times and call abandonment
Promote credit union products through effective cross-selling and referrals, including checking, loans, mortgage, and investment services
Utilize CRM daily to manage leads, referrals, and member data while maximizing service opportunities

Benefits

Of course we offer 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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