Member Service Representative III

Advancial; The Woodlands (TX); Hybrid; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare

Life insurance

401(k) benefits

11 company holidays

3 weeks vacation

Vacation homes

Tuition reimbursement

Life Rewards program

Job summary

Advancial, named a Top Workplace, is hiring a Member Service Representative III for our Woodlands, TX branch. You will assist members with transactions, new memberships, accounts, and loan applications while delivering exceptional service and building trusted relationships.

You’ll interview applicants, collect information, verify eligibility, and guide members toward appropriate products and services. This is an on-site, Monday–Friday role with at least two Saturdays per month and a pay of

Qualifications

• Associate's degree or six months related experience required.
• Banking or credit union operations experience preferred.
• Strong customer service and communication skills.

Responsibilities

• Assist members with transactions, new memberships, and accounts.
• Review information during account openings and loan applications.
• Cross-sell loan, deposit, and electronic banking products.
• Interview applicants and collect required information; ensure documents meet policy standards.
• Open new accounts and verify eligibility; perform teller transactions and maintenance.
• Process loan approvals, secure collateral liens, and close loans accurately.
• Resolve member inquiries with timely solutions.
• Support branch operations with audits, night drop processing, and supplies.
• Cultivate a positive, collaborative culture across the organization.

Skills

Cross-sell

Customer service

Loan processing

Interviewing

Account opening

Teller transactions

Issue resolution

Branch support

Relationship building

Education

Associate's Degree (A.A.) or equivalent

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.

A Member Service Representative III assists members with transactions, new memberships and accounts, loan applications, and daily credit union needs while providing exceptional service and account support. This role gathers and reviews financial information during both the account opening and loan application processes, serves as a liaison between members and lending teams to ensure clear communication and a positive experience, and acts as a trusted advisor by building relationships, understanding each member’s financial situation, and recommending products and services that best meet their needs and goals.

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 at our Woodlands Branch, 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 1735 Research Forest Drive, Shenandoah, TX 77380
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.