Member Service Representative III

Who We Are

At Advancial we believe that people come firstour members our communities and our employees. Were a team that values curiosity collaboration and doing whats right not just whats easy. We take pride in creating an environment where ideas are welcomed voices are heard and every employee has the opportunity to make a meaningful impact. If youre energized by purposedriven work and thrive in a culture built on trust respect and continuous improvement youll feel right at home here.

Were proud to be named one of USA TODAYs Top Workplaces and weve 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.

About the Role

The Member Services Representative delivers exceptional service guides members through financial solutions and supports daily branch operations. This role blends relationshipbuilding lending expertise and frontline serviceperfect for someone who is proactive peoplefocused and confident juggling a variety of responsibilities.

What Youll Do

• Support members with lending needs by interviewing applicants gathering required information evaluating credit history and ensuring complete accurate loan files.
• Manage the full loan processfrom application to approval coordination to closingwhile securing proper documentation and lien placement.
• Guide members to the right products across loans deposits and digital services while meeting monthly crosssell and productpenetration goals.
• Resolve member questions in person and by phone including balance inquiries transfers account research stop payments and issue resolution.
• Open new accounts including checking savings certificates money markets and IRAs ensuring eligibility and ChexSystems verification.
• Perform teller transactions such as deposits withdrawals loan payments credit card payments cash advances and check cashing with accuracy and compliance.
• Support branch operations by processing night drop deposits correcting account exceptions handling bond redemptions filing documents and assisting with daily/monthend procedures.
• Participate in branch opening and closing and work at least two Saturday shifts per month. Hours are Monday - Friday 8:30am to 5:15pm and Saturday 8:45am to 1:15pm.

EDUCATION and/or EXPERIENCE

• Associates degree (A.A.) or equivalent from twoyear College or technical school; or six months related experience preferred. Equivalent combination of education and experience required.
• Ability to follow established procedures and policies.
• Responsible for maintaining a working knowledge of lending procedures Credit Union guidelines Lending Software and the benefits and features of all loan products.
• Responsible for maintaining a working knowledge of computer equipment and software required including Microsoft Word Excel etc.

Pay range for this position is $20 - $25 per hour. An incentive plan is also part of the compensation package.

Ready to Join a Winning Team

Advancial isnt just about business its about building careers communities and futures. If you want to work somewhere that supports your growth values your time and recognizes your impact youve found the right place.

Of course we offer comprehensive healthcare life insurance and a fantastic 401K but here is what else we offer:

• Take Time for Life: In addition to 11 company holidays you start with 3 weeks of vacation and can recharge at our beautiful vacation homes in Destin FL and Breckenridge CO free for you and your loved ones (you just pay taxes).
• Invest in Your Future: Well cover 80% of your tuition costs after one year so you can continue to grow learn and achieve your goals.
• Life Happens: Our Advancial Life Rewards program reimburses you up to $1000 each year for unexpected expenses because we know life doesnt always go according to plan.
• Pets Are Family Too: With affordable pet insurance (we even chip in) your furry friends are covered for everything from checkups to surgeries.

Advancial Federal Credit Union is an equal opportunity employer including veterans and individuals with disabilities.

Advancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information.

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process please complete the form below. If youd like to view a copy of the companys affirmative action plan please completethis form.

Required Experience:

Unclear Seniority