Member Service Representative II jobs in United States
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Advancial Federal Credit Union · 10 hours ago

Member Service Representative II

Advancial Federal Credit Union is a member-focused organization that values collaboration and innovation. The Member Services Representative delivers exceptional service, guides members through financial solutions, and supports daily branch operations.

BankingCredit CardsFinancial Services
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Growth Opportunities

Responsibilities

Perform a full range of banking services including deposits, withdrawals, loan payments, check cashing, account transfers, wire transfers, and bond redemptions, while ensuring compliance with regulations and internal policies
Assist members with loan inquiries and applications, pull and review credit reports, identify cross‑sell opportunities, and process approved loans through booking and documentation
Open new accounts (savings, checking, certificates, money markets, IRAs), verify eligibility, complete required identification checks, and process check orders
Balance cash drawers daily, reconcile currency and checks, and correct any account or transaction errors associated with assigned teller number
Provide member support in person and by phone, including account inquiries, fund transfers, stop payments, check copies, and issue resolution
Prepare and scan daily check deposits, ensuring totals match branch records. Scan, file, and maintain member documents in the electronic filing system
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. Hours are Monday - Friday 8:40am to 5:10pm and Saturday 8:50am to 1:00pm

Qualification

Lending expertiseBanking servicesMicrosoft WordMicrosoft ExcelCustomer serviceAttention to detailProblem-solving

Required

Associate's degree (A.A.) or equivalent from two-year College or technical school; or six months related experience preferred. Equivalent combination of education and experience required
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

Comprehensive healthcare
Life insurance
Fantastic 401K
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)
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
Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries

Company

Advancial Federal Credit Union

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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

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Andy Tomalin
CFO
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Larry Burwell
Chief Information Officer
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Company data provided by crunchbase