Member Service Pro III — Grow Members’ Financial Futures

Advancial; Houston (TX); On-site; USD 57,308,000 - 71,635,000; Full time

Benefits offered by this job

Health insurance

Life insurance

401(k) benefits

11 company holidays

3 weeks vacation

Vacation homes for you and family

Job summary

Advancial, a long-standing Houston-based credit union, seeks a team member to cross-sell loan and deposit products, open accounts, and process loans while ensuring policy standards. You will assist with teller duties, resolve member inquiries, and support branch operations in a collaborative culture.

The role requires an Associate's Degree or equivalent and at least six months of related experience. On-site Monday–Friday with two Saturdays per month; compensation is $20–$25 per hour.

Qualifications

• Associate's Degree (A.A.) or equivalent from two–year College or technical school; or six months related experience. Or equivalent combination of education and experience.

Responsibilities

• Cross-sell loan, deposit, and electronic banking products to meet member needs.

Skills

Cross-sell

Achieve sales goals

Interview applicants

Guide customers

Process loans

Open accounts

Teller duties

Resolve inquiries

Support branch operations

Culture building

Education

Associate degree or equivalent

Six months related experience

Job description

Advancial, a long-standing Houston-based credit union, seeks a team member to cross-sell loan and deposit products, open accounts, and process loans while ensuring policy standards. You will assist with teller duties, resolve member inquiries, and support branch operations in a collaborative culture.

The role requires an Associate's Degree or equivalent and at least six months of related experience. On-site Monday–Friday with two Saturdays per month; compensation is $20–$25 per hour.