- Location
- Dallas, Texas, United States · published
- Type
- Full-time
- Department
- Operations
- Source
- Workable
Description
We’re proud to be recognized as one of USA TODAY’s Top Workplaces and to have earned the Best and Brightest Companies to Work For award eight years running. Founded in 1937, Advancial is one of the nation’s longest‑standing credit unions, committed to creating lasting value for our members through exceptional service, quality products, and innovative financial solutions.
At Advancial, we believe work should be meaningful and energizing. We’re a passionate, collaborative team that values creativity, positivity, and the drive to make a real impact. We work hard, we have fun, and we show up every day ready to support each other and the members we serve.
As a Member Service Representative II, you will process a variety of financial transactions—including opening new memberships, handling deposits and withdrawals, posting loan payments, and responding to account inquiries—while identifying opportunities to deepen relationships and support members' financial needs.
What You’ll Do:
- Deliver exceptional member service aligned with Advancial's values, maintaining high satisfaction scores, and consistent positive feedback.
- Acquire new members and deepens existing relationships through proactive sales and service activities, identifying opportunities to improve members' financial health.
- Meet established goals for product penetration and monthly sales performance.
- Process transactions accurately and efficiently—both in branch and by phone—while resolving member issues through strong product and procedural knowledge.
- Mitigate risk by following all policies and procedures with sound judgment, and complete daily branch operations including correcting account or transaction errors.
- Support branch needs, including Saturday shifts and opening/closing duties.
- Cultivate a positive, respectful, and collaborative culture across the organization—fostering strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.