Member Service Pro III: Loans, Accounts & Growth

A Member Service Representative III interviews loan applicants and processes their applications, gathering background information and reviewing credit history as part of the evaluation process. The role serves as a liaison between the member and the Advancial, ensuring clear communication and a positive service experience. This position also provides account information, opens new accounts, and supports members with their daily credit union needs.

• 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, secure collateral liens, and close loans accurately.
• Open new accounts - including checking, savings, certificates, IRAs, and money markets - and verify eligibility.
• Maintain up-to-date knowledge of lending procedures, credit union guidelines, and loan product features.
• 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.

• Associates Degree (A.A.) or equivalent from a two-year college or technical school; or six months related experience. Or equivalent combination of education and experience.
• Must be service-oriented, self-motivated, and able to manage a variety of tasks effectively.

This position is on-site at our Lafayette Branch (306 E Kaliste Saloom Road, Lafayette, LA 70508). Compensation ranges from $17-21 per hour, depending on qualifications, and the schedule is Monday through Friday, with occasional Saturdays 9am-1pm.

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 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.