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Member Services Representative II

Advancial Federal Credit UnionDallas, Texas, United States
On-site Full-time $18/hr - $23/hr

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Experience Level

Experience

Qualifications

Requirements:High School diploma or equivalent is mandatory. A minimum of one year of experience in a related role or customer service is essential. Excellent communication and interpersonal skills are required. Aptitude for analyzing member needs and providing suitable solutions is necessary. Proficiency in relevant software applications and a readiness to learn new systems are expected. A commitment to delivering outstanding service and fostering teamwork is crucial.

About the job

Advancial Federal Credit Union is honored to be recognized as one of USA TODAY’s Top Workplaces and has proudly received the Best and Brightest Companies to Work For award for eight consecutive years. Since our inception in 1937, we have established ourselves as one of the oldest and largest 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 believe in not just working hard but also enjoying our time together. We foster a collaborative environment where enthusiasm and teamwork are at the forefront, making every day an opportunity to make a meaningful impact. Our workplace culture is anchored in positivity, creativity, and the conviction that work should be fulfilling and enjoyable.

This position is based at our Dallas Branch.

Key Responsibilities:

  • Act as a primary point of contact for members, providing insights and guidance regarding their accounts and available services.
  • Handle routine transactions such as deposits, withdrawals, and loan payments efficiently.
  • Open and manage member accounts while ensuring adherence to established policies and procedures.
  • Conduct thorough interviews with loan applicants and process applications by evaluating credit histories and background details.
  • Promote and cross-sell various credit union products and services to enhance member satisfaction and loyalty.
  • Assist members with electronic services and advocate for features like online banking.
  • Balance cash drawers and verify the accuracy of all transaction records.

Compensation: The compensation for this position ranges from $18 to $23 per hour, depending on experience.

About Advancial Federal Credit Union

Advancial Federal Credit Union, a recognized leader in the credit union industry since 1937, is committed to providing exceptional financial services and solutions to our members. Our inclusive culture emphasizes teamwork, creativity, and a positive work environment.

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