Member Services Representative III

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.

A Member Service Representative III assists members with transactions, new memberships and accounts, loan applications, and daily credit union needs while providing exceptional service and account support. This role gathers and reviews financial information during both the account opening and loan application processes, serves as a liaison between members and lending teams to ensure clear communication and a positive experience, and acts as a trusted advisor by building relationships, understanding each member’s financial situation, and recommending products and services that best meet their needs and goals. 

What You’ll Do:

• Cross‑sell loan, deposit, and electronic banking products to meet member needs.

• Achieve monthly goals for ancillary loan product penetration and sales performance.

• Interview applicants, collect required information, and ensure loan documents meet policy standards.

• Guide members by recommending products and services that best fit their financial goals.

• Process loan approvals, securecollateral liens, and close loans accurately.

• Opennew accounts—including checking, savings, certificates, IRAs, and money markets—and verify eligibility.

• Perform teller transactions such as deposits, withdrawals, loan payments, and account maintenance.

• Resolve member inquiries by providing account information, researching issues, and delivering timely solutions.

• Support branch operations by assisting with audits, night drop processing, supply monitoring, 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.

Requirements

What You’ll Bring:

• Associate’s Degree (A.A.) or equivalent from two–year College or technical school; or six months related experience.  Or equivalent combination of education and experience.
• Highly motivated and member-oriented individual who provides exceptional service. 
• Effectively promote various credit union products and services.
• Able to identify opportunities to deepen customer relationships and meet their financial needs.
• Interview applicant and request specified information for loan application. 
• Ensure loan agreements are complete and accurate according to policy. 
• Meet established goals for acceptable penetration or monthly sales numbers.
• Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
• Responsible for maintaining a working knowledge of computer equipment and software required including Microsoft Word, Excel, etc.
• Maintain up‑to‑date knowledge of lending procedures, credit union guidelines, and loan product features.

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 our Allen Branch: 1259 W. Exchange Pkwy. Suite 100, Allen, TX 75013
5. Once you’ve signed your offer letter, we’ll begin your background and credit check

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

Compensation is $21-26 per hour, commensurate with experience and educational background.

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.