Member Services Representative II

Advancial Federal Credit Union; Dallas (TX); On-site; USD 26,000 - 32,000; Full time

Benefits offered by this job

Healthcare

Life insurance

401(k)

Paid time off

Tuition reimbursement

Pet insurance

Life Rewards program

Vacation homes

Job summary

Advancial Federal Credit Union in Dallas, TX seeks a dedicated Member Service Representative II to handle memberships, deposits, withdrawals, and loan payments while expanding member relationships. The role is on-site at the Oak Lawn branch, with Saturdays required, and offers a path to contribute to a high‑performing team that emphasizes exceptional service and community impact.

Ideal candidates bring a High School diploma, basic Microsoft Office skills, and a customer‑first mindset.

Qualifications

• High School diploma or equivalent; 3 months related experience and/or training.
• Working knowledge of computer equipment and Microsoft Office Suite.
• Understanding of state and federal laws.
• Must be service-oriented, self-motivated, and able to manage a variety of tasks effectively.

Responsibilities

• Process a variety of financial transactions, including new memberships, deposits and withdrawals, and loan payments.
• Respond to account inquiries and identify opportunities to deepen member relationships.
• Meet goals for product penetration and monthly sales performance.
• Handle transactions accurately in-branch and by phone, resolving member issues with knowledge.
• Follow policies and procedures to mitigate risk and perform daily branch operations.
• Support branch needs, including Saturday shifts and opening/closing duties.
• Foster a positive, inclusive culture across staff and members.

Skills

Customer service

Multitasking

Education

High School diploma or equivalent

Tools

Microsoft Office Suite

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.

As a Member Service Representative II, you will process a variety of financial transactions—including opening new memberships, handling deposits and withdrawals, posting loan payments, and responding to account inquiries—while identifying opportunities to deepen relationships and support members' financial needs.

What you'll do:

• Deliver exceptional member service aligned with Advancial's values, maintaining high satisfaction scores, and consistent positive feedback.
• Acquire new members and deepens existing relationships through proactive sales and service activities, identifying opportunities to improve members' financial health
• Meet established goals for product penetration and monthly sales performance.
• Process transactions accurately and efficiently—both in branch and by phone—while resolving member issues through strong product and procedural knowledge.
• Mitigate risk by following all policies and procedures with sound judgment, and complete daily branch operations including correcting account or transaction errors.
• Support branch needs, including Saturday shifts 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

What you'll bring:

• High School diploma or equivalent; with three months related experience and/or training; or equivalent combination of education and experience
• Working knowledge of computer equipment and software required including Microsoft Office Suite.
• An understanding of state and federal laws.
• Must be service‑oriented, self‑motivated, and able to manage a variety of tasks effectively

This role is on‑site at our Oak Lawn Branch Monday-Friday and includes a requirement of at least two Saturdays per month.

Compensation is $19-23 per hour, commensurate with experience and educational background.

What to expect in our hiring process:

• A quick phone screen to get to know you
• A Zoom interview with the team
• Short assessments to help us learn more about your strengths and work style
• An in‑person interview at the Oak Lawn Branch: 3927 Oak Lawn Ave, Dallas, TX 75219
• 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.

Benefits:

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.