About the job
Join Advancial Credit Union, honored as one of USA TODAY’s Top Workplaces and a proud recipient of the Best and Brightest Companies to Work For award for eight consecutive years. Established in 1937, we are among the oldest credit unions in the nation, dedicated to delivering exceptional value to our members through outstanding service, high-quality products, and innovative solutions.
At Advancial, we embody a culture of passion and teamwork, where every day offers an opportunity to make a positive impact. Our environment fosters creativity and positivity, ensuring that work is not just a job but a fulfilling journey.
Key Responsibilities
- Provide exceptional service to members while maintaining high satisfaction ratings.
- Recruit new members and enhance relationships with existing ones through proactive sales and service initiatives.
- Identify and act on opportunities to improve members' financial health.
- Achieve set goals for product penetration and monthly sales metrics.
- Accurately and efficiently process member transactions in-branch and via phone.
- Resolve member inquiries by utilizing in-depth product and procedural knowledge.
- Follow all policies and utilize sound judgment to mitigate risks.
- Perform daily branch operations and address account or transaction discrepancies.
- Assist with branch operations, including Saturday shifts and opening/closing responsibilities.
- Promote a positive and collaborative culture across the organization, nurturing strong relationships among staff, departments, branches, and external partners.
Hiring Process Overview
- Initial phone screening to get acquainted.
- Virtual interview with the team via Zoom.
- Short assessments to reveal your strengths and work style.
- In-person interview at our Frisco branch.
- Upon signing your offer letter, we will initiate background and credit checks.
