Member Services Representative III

Overview

We’re proud to be named one of USA TODAY’s Top Workplaces and have earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest and largest 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.”

Receive calls on site, determine the nature of the business to assist callers, and implement transactions by performing the following duties: handle member’s daily credit union needs, provide account information, respond to loan questions, and refer loan applications to the appropriate personnel. This position requires you to be service-oriented, self‑motivated, and able to multi‑task efficiently. You will be responsible for achieving personal sales and service goals.

• Be very knowledgeable on phone etiquette and speak with a clear, concise voice. Be available to field incoming calls, keep abandoned calls and average hold times low, and keep your time off the phone to a minimum.
• Be educated on the features and benefits of all credit union products and services to enable effective cross‑selling, especially our checking account, and loan products. Also, be familiar with the basics and benefits of mortgage services and investment services in order to refer them to our Advancial Mortgage and Investment department.
• Maximize service opportunities for current and prospective members and enhance communication through the daily use of our customer‑relationship‑management (CRM) system. Manage leads and referrals, update member demographic data, and communicate with contacts.
• Maintain a positive and caring atmosphere for members and employees consistent with Advancial’s mission and philosophy.
• Associate’s Degree (A.A.) or equivalent from a two‑year college or technical school; and one year of banking or call‑center experience or equivalent combination of education and experience.

This position is on site and the pay range is $20.69–$25.86 per hour.

• 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 8% to your 401(k), no strings attached.
• 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.

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.