Member Services Specialist I – Growth & Impact

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

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.