• Member Services Representative II

    Advancial (Dallas, TX)


    Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

     

    At Advancial, we prioritize providing outstanding service and products to our members, and we cultivate a positive employee experience. We have been recognized as a Best Company to Work for in Texas for nine consecutive years and as a Best and Brightest Company nationally and locally because we are committed to fostering fulfilling careers.

     

    We invite you to explore this opportunity to join us by completing our online application.

     

    This position is located in our Oak Lawn Branch.

     

    As a Member Services Representative II, you will serve as a crucial liaison between members and the Credit Union. Your responsibilities include providing account information, opening new accounts, and addressing members' daily credit union needs. You will perform routine transactions such as deposits, withdrawals, cash advances, loan payments, transfers, and check cashing. Additionally, you will interview loan applicants and process applications, gathering necessary information and analyzing credit histories.

    ESSENTIAL DUTIES AND RESPONSIBILITIES

    + Cross-sell a range of credit union products, including loans, deposits, and electronic services.

    + Handle cash and checks for deposit, verify amounts, and ensure proper endorsements.

    + Process payments for loans and credit cards accurately.

    + Maintain an accurate record of transactions through computer data entry.

    + Assist in the loan process, ensuring accuracy and compliance with policies.

    + Keep up-to-date on lending procedures and credit union guidelines.

    + Balance the cash drawer at the end of each shift.

    + Open new accounts, verifying member eligibility.

    + Provide a variety of transaction services and resolve member inquiries.

    + Perform end-of-day and end-of-month audits as needed.

    + Open and close the branch as necessary.

     

    The pay range for this position is $18.58 - $23.23 per hour, based on experience.

     

    EDUCATION and/or EXPERIENCE

     

    High school diploma or equivalent is required; must have at least one year of related experience and/or training, or an equivalent combination of education and experience. Candidates should be self-motivated, service-oriented, and capable of performing a variety of tasks successfully.

     

    Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.