Member Services Representative II

Advancial Federal Credit Union • Frisco, TX

12d • Onsite

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.”

Requirements

• High School diploma or equivalent; with three months related experience and/or training; or equivalent combination of education and experience

Responsibilities

• Deliver exceptional member service and maintain high satisfaction scores.
• Acquire new members and deepen existing relationships through proactive sales and service.
• Identify opportunities to improve members’ financial health.
• Meet established goals for product penetration and monthly sales performance.
• Process member transactions accurately and efficiently in‑branch and by phone.
• Resolve member issues by applying strong product and procedural knowledge.
• Mitigate risk by following all policies, procedures, and sound judgment.
• Complete daily branch operations and correct 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.
• Champions a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.

Benefits

• Healthcare
• Life insurance
• 401K benefits
• 11 company holidays
• 3 weeks of vacation
• Vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
• Pet insurance (company contributes)
• Tuition reimbursement (company covers 80% after one year)
• Advancial Life Rewards program reimburses up to $1,000 each year for unexpected expenses

What This Job Offers

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