Member Services Representative II
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. As a Member Service Representative, you will be responsible for handling a variety of financial transactions, including opening new memberships, deposits, withdrawals, loan payments, and account inquiries, while also identifying opportunities to deepen customer relationships and meet their financial needs.
Requirements
- High School diploma or equivalent; with three months related experience and/or training; or equivalent combination of education and experience.
Responsibilities
- Demonstrate flexibility, initiative, and strong interpersonal skills while maintaining a friendly, professional, and coachable presence within a collaborative team environment.
- Acquire and grow membership through proactive sales and service that support members’ financial well‑being, consistently meeting expectations for product penetration and monthly performance results.
- Perform high‑quality member service across all channels by applying product and procedural expertise to resolve issues, strengthen loyalty, and ensure an exceptional member experience.
- Manage operational and compliance risk by adhering to Advancial policies, supporting efficient daily branch operations, and maintaining accuracy in all account and transaction records.
- Maintain proficiency with required systems and software, prioritize multiple responsibilities in a fast‑paced environment, and ensure reliable operational coverage by working a minimum of two Saturday shifts per month and assisting with branch opening and closing as needed.
- Cultivate a positive, respectful, and collaborative culture across the organization by fostering strong relationships among staff, departments, branches, and external partners.
Benefits
- We provide comprehensive healthcare, life insurance, and 401(k) benefits
- Enjoy 11 company holidays and start with three weeks of vacation.
- You can also recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO—free for you and your loved ones, with only taxes to cover.
- We contribute to your 401(k) to help you build a secure financial future.
- Access affordable pet insurance with employer contributions, ensuring your furry family members are protected.
- After one year, we cover 80% of your tuition so you can continue advancing your education and career.
- Our Advancial Life Rewards program reimburses up to $1,000 annually for unexpected expenses, because we know life doesn’t always go according to plan.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
