Member Service Representative II
Who We Are
At Advancial, we believe that people come first—our members, our communities, and our employees. We’re a team that values curiosity, collaboration, and doing what’s right, not just what’s 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 you’re energized by purpose‑driven work and thrive in a culture built on trust, respect, and continuous improvement, you’ll feel right at home here.
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 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 relationship‑building, lending expertise, and frontline service—perfect for someone who is proactive, people‑focused, and confident juggling a variety of responsibilities.
What You’ll Do
- Perform a full range of banking services including deposits, withdrawals, loan payments, check cashing, account transfers, wire transfers, and bond redemptions, while ensuring compliance with regulations and internal policies.
- Assist members with loan inquiries and applications, pull and review credit reports, identify cross‑sell opportunities, and process approved loans through booking and documentation.
- Open new accounts (savings, checking, certificates, money markets, IRAs), verify eligibility, complete required identification checks, and process check orders.
- Balance cash drawers daily, reconcile currency and checks, and correct any account or transaction errors associated with assigned teller number.
- Provide member support in person and by phone, including account inquiries, fund transfers, stop payments, check copies, and issue resolution.
- Prepare and scan daily check deposits, ensuring totals match branch records. Scan, file, and maintain member documents in the electronic filing system.
- Support branch operations by processing night drop deposits, correcting account exceptions, handling bond redemptions, filing documents, and assisting with daily/month‑end procedures.
- Participate in branch opening and closing and work at least two Saturday shifts per month. Hours are Monday - Friday 8:40am to 5:10pm and Saturday 8:50am to 1:00pm.
Requirements
EDUCATION and/or EXPERIENCE
- Associate's degree (A.A.) or equivalent from two–year 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 $22.68 - $28.35 per hour. An incentive plan is also part of the compensation package.
Perks Start Early — Sign-On Bonus Awaits!
Ready to Join a Winning Team?
Advancial isn’t just about business – it’s about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you’ve found the right place.
Benefits
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: We’ll 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 $1,000 each year for unexpected expenses – because we know life doesn’t 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 you’d like to view a copy of the company’s affirmative action plan, please complete this form.