Member Development Representative

Advancial Federal Credit Union; Irving (TX); Hybrid; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Life insurance

401(k) benefits

11 company holidays

3 weeks vacation

Vacation homes (Destin, FL & Breckenr​

Tuition assistance 80% after 1 year

Pet insurance

Job summary

Advancial Federal Credit Union in Irving, Texas, is hiring a Member Development Representative to engage with members via outbound calls, assist with loan applications, and open new accounts. This hybrid role combines service with sales, using CRM tools to identify opportunities and meet production goals.

You'll handle daily transactions, respond to inquiries, and support campaigns while maintaining professional communication and a collaborative culture aligned with the credit union's values.

Qualifications

• High school diploma; minimum one-year related experience and/or training; or equivalent combination of education and experience.

Responsibilities

• Utilize CRM tools to manage member relationships and identify sales opportunities.
• Achieve production goals by increasing product penetration through outbound member contact.
• Originate and process loans by completing telephone and referral-based applications, interviewing members, reviewing creditworthiness, and finalizing funding.
• Open new accounts by verifying eligibility and completing ChexSystems reviews.
• Process daily member transactions including balance inquiries, fund transfers, transaction-history research, account-closure requests, address changes, deposits, loan payments, credit card payments, and debit-card issuance.

Skills

Sales mindset

Customer service

Communication

Outbound calling

Education

High school diploma

Tools

CRM tools

Job 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.

Member Development Representative is responsible for conducting outbound follow-up, sales, and service calls to new and existing members using assigned calling lists. Interacts with lending and corporate staff as needed to assist members or resolve issues, and supports inbound call volume when required. Originates loan applications over the telephone. The role requires a service-oriented, self-motivated, and organized individual capable of managing a variety of tasks effectively.

What You'll Do:

• Utilize CRM tools to manage member relationships and identify sales opportunities.

• Achieve production goals by increasing product penetration through outbound member contact.

• Contribute to reduced check volume by offering members alternative loan-payment solutions.

• Demonstrate communication etiquette through appropriate phone and email practices and clear oral and written communication.

• Assist with inbound calls during high-volume periods in the Member Service Center and complete service follow-up calls, including special programs assigned to the Member Development Center.

• Meet outbound call requirements by completing minimum call expectations across campaign lists such as pre-approved offers, deposit leads, loan leads, and special campaigns.

• Originate and process loans by completing telephone and referral-based applications, interviewing members, reviewing creditworthiness, finalizing funding, and using open-ended questions to encourage additional applications and cross-sell Credit Union products.

• Open new accounts by verifying eligibility, completing ChexSystems reviews, and coordinating with the BSA team when applicants fail OFAC or ChexSystems checks.
• Process daily member transactions including balance inquiries, fund transfers, transaction-history research, account-closure requests, address changes, deposits, loan payments, credit card payments, and debit-card issuance; includes researching and resolving member concerns across varying levels of complexity.

• Support follow-up programs by making service follow-up calls and meeting call expectations for assigned Member Development Center campaigns

• Cultivate a positive, respectful, and collaborative culture-- across the organization--foster 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.

High school diploma; minimum one-year related experience and/or training; or equivalent combination of education and experience.

Ready to join a winning team? Advancial is a place where careers grow, communities thrive, and your work truly matters. If you're looking for an organization that invests in your development, respects your time, and recognizes the impact you make, you've found the right place.

This position is hybrid at our Remote Operations Center at 100 East Royal Lane, Suite 300, Irving, and compensation is based on experience and qualifications, ranging from $23-28 an hour.

What to Expect in Our Hiring Process

1. A quick phone screen to get to know you
2. A Zoom interview with the team
3. Short assessments to help us learn more about your strengths and work style
4. An in-person interview at 100 East Royal Lane, Suite 300, Irving, Texas, 75309
5. Once you've signed your offer letter, we'll begin your background and credit check

We provide comprehensive healthcare, life insurance, and 401(k) benefits-but that's just the beginning.

• Take Time for Life: Enjoy 11 company holidays and start with three weeks of vacation. You can also recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO-free for you and your loved ones, with only taxes to cover.

• Retire with Confidence: We contribute to your 401(k) to help you build a secure financial future.

• Care for Your Pets: Access affordable pet insurance with employer contributions, ensuring your furry family members are protected.

• Invest in Your Growth: After one year, we cover 80% of your tuition so you can continue advancing your education and career.

• Navigate Life's Surprises: Our Advancial Life Rewards program reimburses up to $1,000 annually for unexpected expenses, because we know life doesn't always go according to plan.