Member Services Representative II

Advancial Federal Credit Union; San Francisco (CA); On-site; USD 24,796 - 30,307; Full time

Benefits offered by this job

Healthcare benefits

401K contributions

Vacation homes access

Tuition reimbursement

Affordable pet insurance

Job summary

Advancial Federal Credit Union in San Francisco seeks a dedicated member service representative. The role involves providing outstanding member service, acquiring new members, and supporting branch operations. Candidates should have a high school diploma and three months of related experience. The position offers competitive pay from $18–$22 per hour and includes extensive benefits such as healthcare, vacation homes access, and tuition reimbursement. Join a culture that emphasizes teamwork and growth!

Qualifications

• Three months related experience and/or training is required.
• Strong product and procedural knowledge is necessary.

Responsibilities

• Deliver exceptional member service and maintain high satisfaction scores.
• Acquire new members and deepen existing relationships through proactive sales.
• Identify opportunities to improve members' financial health.
• Support branch needs, including Saturday shifts and opening/closing duties.

Skills

Exceptional member service

Proactive sales

Problem resolution

Risk mitigation

Collaboration

Education

High School diploma or equivalent

Job description

We’re proud to be named one of USA TODAY’s Top Workplaces, and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”

What You’ll Do

• Deliver exceptional member service and maintain high satisfaction scores.
• Acquire new members and deepen existing relationships through proactive sales and service.
• Identify opportunities to improve members’ financial health.
• Meet established goals for product penetration and monthly sales performance.
• Process member transactions accurately and efficiently in‑branch and by phone.
• Resolve member issues by applying strong product and procedural knowledge.
• Mitigate risk by following all policies, procedures, and sound judgment.
• Complete daily branch operations and correct 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. Champions a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.

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 Frisco branch location
5. Once you’ve signed your offer letter, we’ll begin your background and credit check

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

Pay ranges from $18–$22 per hour, and the role is on‑site at our Frisco branch.

Ready to Join a Winning Team?

Advancial isn’t just about business – it’s about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you’ve found the right place.

What We Offer

Of course we provide healthcare, life insurance, and 401K benefits, but here is what else we offer:

• Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
• Retire with Confidence: We contribute to your 401k. It’s our way of helping you build the future you deserve.
• Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
• Invest in Your Future: We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.
• Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.