Member Service Representative III

Advancial Federal Credit Union; Indiana (PA); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare benefits

Life Insurance

401(k) plan

Holidays & vacation

Job summary

Advancial Federal Credit Union is hiring for an on-site role in Texas that focuses on cross-selling loans and banking products, with a strong emphasis on member service and financial guidance.

You will interview applicants, collect required information, open new accounts, and process loan approvals, while meeting monthly sales goals and adhering to policy standards. In-person interview at Allen, TX will be part of the process.

Qualifications

• Associate's degree or six months related experience.
• On-site role; two Saturdays per month required.
• Compensation is $20–$25 per hour.
• Background and credit checks after offer.

Responsibilities

• Cross-sell loan, deposit, and electronic banking products to meet member needs.
• Achieve monthly goals for ancillary loan product penetration and sales performance.
• Interview applicants, collect information, and ensure loan documents meet policy standards.
• Guide members by recommending products and services that fit their financial goals.
• Process loan approvals, secure collateral liens, and close loans accurately.
• Open new accounts and verify eligibility; perform teller transactions and maintenance.
• Resolve member inquiries with timely solutions and research.
• Support branch operations through audits, night drop, and opening/closing duties.
• Cultivate a positive, inclusive culture across the organization.

Skills

Cross-selling

Sales targets

Customer service

Interviewing

Documentation

Account opening

Teller transactions

Inquiries resolution

Education

Associate degree or six months experience

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.

What You’ll Do:

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

• Achieve monthly goals for ancillary loan product penetration and sales performance.

• Interview applicants, collect required information, and ensure loan documents meet policy standards.

• Guide members by recommending products and services that best fit their financial goals.

• Process loan approvals, secure collateral liens, and close loans accurately.

• Open new accounts—including checking, savings, certificates, IRAs, and money markets—and verify eligibility.

• Perform teller transactions such as deposits, withdrawals, loan payments, and account maintenance.

• Resolve member inquiries by providing account information, researching issues, and delivering timely solutions.

• Support branch operations by assisting with audits, night drop processing, supply monitoring, 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.

• 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.

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 role is on‑site Monday–Friday and includes a requirement of at least two Saturdays per month.

Compensation is $20–$25 per hour, commensurate with experience and educational background.

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 1259 W Exchange Pkwy #100, Allen, TX 75013
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.