Member Service Representative - Support Services
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; and 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 employee and loved ones, with 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)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
