Member Services & Lending Advisor

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

Benefits offered by this job

Healthcare

Life insurance

401(k)

Paid holidays

Vacation time

Vacation homes access

Tuition reimbursement

Advancial Life Rewards program

Pet insurance

Job summary

Advancial Federal Credit Union in Allen, TX is hiring for an on-site role focused on cross-selling loan and deposit products, opening accounts, and delivering outstanding member service. You will interview applicants, verify documentation, and help members achieve their financial goals.

You will also process loans, support branch operations, and maintain a positive, collaborative culture aligned with our mission and values.

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
• 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

Education

Associate’s Degree or equivalent

Job description

Advancial Federal Credit Union in Allen, TX is hiring for an on-site role focused on cross-selling loan and deposit products, opening accounts, and delivering outstanding member service. You will interview applicants, verify documentation, and help members achieve their financial goals.

You will also process loans, support branch operations, and maintain a positive, collaborative culture aligned with our mission and values.