Member Experience Specialist II — Grow Member Relationships

Advancial; Anchorage, Northern (AK, KY); Hybrid; USD 30,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Life insurance

401(k)

Company holidays

Vacation time

Tuition reimbursement 80% after year

Pet insurance

Advancial Life Rewards

Job summary

Advancial in Anchorage seeks a Member Service Representative II to 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.

You will deliver exceptional service aligned with Advancial's values, meet product penetration and sales goals, and handle transactions in-branch and by phone, while

Qualifications

• High School diploma or equivalent; with three months related experience and/or training; or equivalent combination of education and experience.
• Working knowledge of computer equipment and software required including Microsoft Office Suite.
• Must be service‑oriented, self‑motivated, and able to manage a variety of tasks effectively.

Responsibilities

• 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 at least two 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.

Skills

Customer service

Sales

Cash handling

MS Office

Education

High School diploma or equivalent

Tools

Microsoft Office Suite

Job description

Advancial in Anchorage seeks a Member Service Representative II to 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.

You will deliver exceptional service aligned with Advancial's values, meet product penetration and sales goals, and handle transactions in-branch and by phone, while