Member Services Representative II jobs in United States
cer-icon
Apply on Employer Site
company-logo

Advancial Federal Credit Union · 14 hours ago

Member Services Representative II

Advancial Federal Credit Union is one of the oldest and largest credit unions in the country, recognized for its outstanding workplace culture. The Member Services Representative II will serve as a liaison between members and the Credit Union, assisting with account information, routine transactions, and promoting various products and services to enhance member satisfaction.

BankingCredit CardsFinancial Services
check
Growth Opportunities

Responsibilities

Serve as a liaison between members and the Credit Union, providing information regarding accounts and services
Perform routine transactions including deposits, withdrawals, and loan payments
Open and maintain accounts, ensuring compliance with policies and procedures
Conduct interviews for loan applicants and process applications, analyzing credit history and background information
Cross-sell various credit union products and services to enhance member satisfaction and loyalty
Assist members with electronic services and promote features such as online banking
Balance cash drawers and ensure all transactions are accurately recorded

Qualification

Customer service experienceCommunication skillsAnalytical skillsSoftware proficiencyInterpersonal skillsCommitment to serviceTeamwork

Required

High School diploma or equivalent required
Minimum of one year of experience in a similar role or in customer service
Strong communication and interpersonal skills
Ability to analyze member needs and provide appropriate solutions
Proficiency in relevant software applications and technology with a willingness to learn new systems
Demonstrated commitment to outstanding service and teamwork

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 8% 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

twittertwittertwitter
company-logo
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.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Andy Tomalin
CFO
linkedin
leader-logo
Larry Burwell
Chief Information Officer
linkedin
Company data provided by crunchbase