Member Services Representative II

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, you will be responsible for handling a variety of financial transactions, including opening new memberships, deposits, withdrawals, loan payments, and account inquiries, while also identifying opportunities to deepen customer relationships and meet their financial needs.

What You'll Do:

• Demonstrate flexibility, initiative, and strong interpersonal skills while maintaining a friendly, professional, and coachable presence within a collaborative team environment.

• Acquire and grow membership through proactive sales and service that support members’ financial well‑being, consistently meeting expectations for product penetration and monthly performance results.

• Perform high‑quality member service across all channels by applying product and procedural expertise to resolve issues, strengthen loyalty, and ensure an exceptional member experience.

• Manage operational and compliance risk by adhering to Advancial policies, supporting efficient daily branch operations, and maintaining accuracy in all account and transaction records.

• Maintain proficiency with required systems and software, prioritize multiple responsibilities in a fast‑paced environment, and ensure reliable operational coverage by working a minimum of two Saturday shifts per month and assisting with branch opening and closing as needed.

• Cultivate a positive, respectful, and collaborative culture across the organization by fostering strong relationships among staff, departments, branches, and external partners.

Requirements

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

This position will report to our Lafayette Branch located at 306 E Kaliste Saloom Rd. Lafayette, LA 70508. This position pays $16–$19 per hour, with the exact rate determined by your experience and education.

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 306 E Kaliste Saloom Rd. 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.

Benefits

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.