Advancial Federal Credit Union · 5 hours ago
Member Service Representative III
Frisco, TX
Full-time
Onsite
New Grad, Entry Level
$20/hr - $25/hr
0+ years expAdvancial Federal Credit Union is one of the oldest credit unions in the country, recognized for its commitment to superior service and innovative solutions. The Member Service Representative III role involves delivering exceptional service, guiding members through financial solutions, and supporting daily branch operations while focusing on relationship-building and lending expertise.
BankingCredit CardsFinancial Services
Responsibilities
Guide members to the right products across loans, deposits, and digital services while meeting monthly cross‑sell and product‑penetration goals
Resolve member questions in person and by phone, including balance inquiries, transfers, account research, stop payments, and issue resolution
Support members with lending needs by interviewing applicants, gathering required information, evaluating credit history, and ensuring complete, accurate loan files
Manage the full loan process—from application to approval coordination to closing—while securing proper documentation and lien placement
Open new accounts including checking, savings, certificates, money markets, and IRAs, ensuring eligibility and ChexSystems verification
Perform teller transactions such as deposits, withdrawals, loan payments, credit card payments, cash advances, and check cashing with accuracy and compliance
Support branch operations by processing night drop deposits, correcting account exceptions, handling bond redemptions, filing documents, and assisting with daily/month‑end procedures
Participate in branch opening and closing and work at least two Saturday shifts per month
Qualification
Required
Associates Degree (A.A.) or equivalent from two-year College or technical school; or six months related experience. Or equivalent combination of education and experience
Ability to follow established procedures and policies
Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products
Responsible for maintaining a working knowledge of computer equipment and software required including Microsoft Word, Excel, etc
Benefits
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 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
Company
Advancial Federal Credit Union
With over $2 billion in assets and 85 years of experience, Advancial is a full-service financial institution providing personal, convenient and innovative financial services to individuals and select group partners.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Andy Tomalin
CFO
Larry Burwell
Chief Information Officer
Recent News
2022-04-04
Company data provided by crunchbase