Member Services Representative II

Advancial Federal Credit Union • Dallas, TX

10d • $19 - $23 • Onsite

About The Position

As a Member Service Representative II, you will process a variety of financial transactions—including opening new memberships, handling deposits and withdrawals, posting loan payments, and responding to account inquiries—while identifying opportunities to deepen relationships and support members' financial needs. Advancial is committed to creating lasting value for our members through exceptional service, quality products, and innovative financial solutions. We are a passionate, collaborative team that values creativity, positivity, and the drive to make a real impact.

Requirements

• High School diploma or equivalent; with three months related experience and/or training; or equivalent combination of education and experience.
• Working knowledge of computer equipment and software required including Microsoft Office Suite.
• An understanding of state and federal laws.
• Must be service‑oriented, self‑motivated, and able to manage a variety of tasks effectively

Responsibilities

• Deliver exceptional member service aligned with Advancial's values, maintaining high satisfaction scores, and consistent positive feedback.
• Acquire new members and deepens existing relationships through proactive sales and service activities, identifying opportunities to improve members' financial health.
• Meet established goals for product penetration and monthly sales performance.
• Process transactions accurately and efficiently—both in branch and by phone—while resolving member issues through strong product and procedural knowledge.
• Mitigate risk by following all policies and procedures with sound judgment, and complete daily branch operations including correcting account or transaction errors.
• Support branch needs, including Saturday shifts and opening/closing duties.
• Cultivate a positive, respectful, and collaborative culture across the organization—fostering strong relationships among staff, departments, branches, and external partners. Champion 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
• Affordable pet insurance with employer contributions
• Tuition reimbursement (80% coverage after one year)
• Advancial Life Rewards program (reimburses up to $1,000 annually for unexpected expenses)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED