Member Services Representative II

Advancial Federal Credit Union•Frisco, TX

8h•Onsite

About The Position

Advancial is a credit union founded in 1937, dedicated to creating lasting value for its members through superior service, quality products, and innovative solutions. The company has been recognized as one of USA TODAY’s Top Workplaces and has received the Best and Brightest Companies to Work For award for 8 consecutive years. Advancial fosters a culture of passion, collaboration, positivity, and creativity, aiming to make work fulfilling. This role is on-site at the Frisco branch.

Requirements

High School diploma or equivalent
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.
Champion 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
Use of vacation homes in Destin, FL, and Breckenridge, CO (free for employee and loved ones, employee pays taxes)
401k contributions from the company
Affordable pet insurance with company contribution
Tuition reimbursement (80% covered after one year of employment)
Advancial Life Rewards program (reimburses up to $1,000 annually for unexpected expenses)