Member Service Representative - Support Services

Advancial Federal Credit Union•Irving, TX

1d•$20 - $25•Hybrid

About The Position

Advancial is a credit union founded in 1937, committed to creating lasting value for its members through exceptional service, quality products, and innovative financial solutions. They are recognized as a Top Workplace and a Best and Brightest Company to Work For. Advancial believes work should be meaningful and energizing, fostering a passionate, collaborative team that values creativity, positivity, and impact. They offer a supportive environment where employees work hard, have fun, and support each other and the members they serve.

Requirements

Associate's Degree (A.A.) or equivalent from two–year College or technical school.
Banking or call center experience typically the level acquired after 1 year or equivalent combination of education and experience.
Basic understanding of banking products and services such as checking, savings, loans, and credit cards.
Familiarity with customer service principles and call center operations.
Experience using computer systems, CRM platforms, and multiple applications simultaneously.
Time management and organizational skills.
Problem-solving and critical thinking abilities.

Responsibilities

Provide high-quality member service through various communication channels (phone, email, chat), resolving inquiries regarding accounts, transactions, and products.
Process account transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check orders.
Assist members with online banking services, troubleshooting issues and guiding them through our systems.
Evaluate member needs to identify opportunities for cross-selling credit union products and services.
Maintain up-to-date knowledge of credit union products, policies, and changes in regulations.
Handle member complaints with professionalism and empathy, striving for timely resolution.
Document member interactions in the customer relationship management system for future reference and quality control.
Participate in training and ongoing education to improve skills and product knowledge.
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

Comprehensive healthcare
Life insurance
401(k) benefits
11 company holidays
Three weeks of vacation
Access to vacation homes in Destin, FL, and Breckenridge, CO (free for use, only taxes to cover)
Employer contributions to 401(k)
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