Member Service Representative III

We're proud to be recognized as one of USA TODAY's Top Workplaces and to have earned the Best and Brightest Companies to Work For award eight years running. Founded in 1937, Advancial is one of the nation's longest‑standing credit unions, committed to creating lasting value for our members through exceptional service, quality products, and innovative financial solutions.

At Advancial, we believe work should be meaningful and energizing. We're a passionate, collaborative team that values creativity, positivity, and the drive to make a real impact. We work hard, we have fun, and we show up every day ready to support each other and the members we serve.

A Member Service Representative III assists members with transactions, new memberships and accounts, loan applications, and daily credit union needs while providing exceptional service and account support. This role gathers and reviews financial information during both the account opening and loan application processes, serves as a liaison between members and lending teams to ensure clear communication and a positive experience, and acts as a trusted advisor by building relationships, understanding each member's financial situation, and recommending products and services that best meet their needs and goals.

What You'll Do:

• 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.
• 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.
• Cultivate a positive, respectful, and collaborative culture across the organization-fostering strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union's mission and values.