Member Services Representative I
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.” What You'll Do: Provide outstanding member service and maintain high satisfaction scores Perform accurate and efficient financial transactions in person and by phone Identify and recommend products or services to improve members’ financial well-being Meet or exceed sales and performance goals Resolve member issues promptly and professionally Ensure compliance with all Credit Union policies, procedures, and regulations Support daily branch operations, including opening and closing activities as needed Foster a positive, inclusive, and collaborative team environment
Requirements
- High School diploma or equivalent; with three months related experience and/or training; or equivalent combination of education and experience.
- Must be available to work at least two Saturday shifts each month.
Responsibilities
- Provide outstanding member service and maintain high satisfaction scores
- Perform accurate and efficient financial transactions in person and by phone
- Identify and recommend products or services to improve members’ financial well-being
- Meet or exceed sales and performance goals
- Resolve member issues promptly and professionally
- Ensure compliance with all Credit Union policies, procedures, and regulations
- Support daily branch operations, including opening and closing activities as needed
- Foster a positive, inclusive, and collaborative team environment
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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
