Member Services Representative I

Advancial; Lafayette (LA); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Comprehensive healthcare

Life insurance

401(k) benefits

11 company holidays

3 weeks vacation

Vacation homes in Destin, FL & Brecken

Job summary

Advancial in Lafayette, LA is seeking a friendly, results-driven branch associate to deliver outstanding member service and process transactions on-site at the Lafayette Branch.

You will identify opportunities to improve members' financial well-being, meet sales goals, and collaborate with a team to maintain a positive, inclusive environment. The role requires a high school diploma and on-site availability, including two Saturday shifts each month.

Qualifications

• High School diploma or equivalent; with three months related experience and/or training; or equivalent combination of education and experience.

Responsibilities

• Provide outstanding member service and maintain high satisfaction scores.
• Perform accurate and efficient financial transactions in person and by phone.
• Identify and recommend products or services to improve members’ financial well‑being.
• Meet or exceed sales and performance goals.
• Resolve member issues promptly and professionally.
• Ensure compliance with all Credit Union policies, procedures, and regulations.
• Support daily branch operations, including opening and closing activities as needed.
• Foster a positive, inclusive, and collaborative team environment.

Skills

Member service

Sales goals

Customer interactions

Team collaboration

Education

High School diploma 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.

What You’ll Do:

• Provide outstanding member service and maintain high satisfaction scores

• Perform accurate and efficient financial transactions in person and by phone

• Identify and recommend products or services to improve members’ financial well‑being

• Meet or exceed sales and performance goals

• Resolve member issues promptly and professionally

• Ensure compliance with all Credit Union policies, procedures, and regulations

• Support daily branch operations, including opening and closing activities as needed

• Foster a positive, inclusive, and collaborative team environment

What You’ll Bring:

High School diploma or equivalent; with three months related experience and/or training; or equivalent combination of education and experience.

Compensation: $16-18 hourly. This position is on site at the Lafayette Branch at 306 Kaliste Saloom Road, Lafayette, LA, 70508. Must be available to work at least two Saturday shifts each month.

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 the Lafayette Branch at 306 Kaliste Saloom Road, Lafayette, LA, 70508.
5. Once you’ve signed your offer letter, we’ll begin your background and credit check

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.

What We Offer:

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.