Member Services Representative II

Advancial Federal Credit Union • Edmond, OK

1d • 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 and largest 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.” This position is located on site in our Edmond, OK Branch. The schedule is M-F 8:15am-5pm and rotating Saturdays 8:45am-1pm.

Requirements

• High School diploma or equivalent required.
• Minimum of one year of experience in a similar role or in customer service.
• Strong communication and interpersonal skills.
• Ability to analyze member needs and provide appropriate solutions.
• Proficiency in relevant software applications and technology with a willingness to learn new systems.
• Demonstrated commitment to outstanding service and teamwork.

Responsibilities

• Serve as a liaison between members and the Credit Union, providing information regarding accounts and services.
• Perform routine transactions including deposits, withdrawals, and loan payments.
• Open and maintain accounts, ensuring compliance with policies and procedures.
• Conduct interviews for loan applicants and process applications, analyzing credit history and background information.
• Cross-sell various credit union products and services to enhance member satisfaction and loyalty.
• Assist members with electronic services and promote features such as online banking.
• Balance cash drawers and ensure all transactions are accurately recorded.

Benefits

• Healthcare
• Life insurance
• 401K benefits
• 11 company holidays
• 3 weeks of vacation
• Access to vacation homes in Destin, FL, and Breckenridge, CO
• Pet insurance
• Tuition reimbursement (80% coverage after one year)
• Advancial Life Rewards program ($1,000 annual reimbursement for unexpected expenses)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees