Member Services Representative III

We’re proud to be named one of USA TODAY’s Top Workplaces, and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”

What You'll Do:

Receive calls on site, determine nature of business to assist callers, or implement transaction by performing the following duties: handle member's daily credit union needs, provide account information, respond to loan questions, and refer loan applications to the appropriate personnel. This position requires you to be service-oriented, self-motivated and to be able to multi-task, and work efficiently. You will be responsible for achieving personal sales and service goals.

• Be very knowledgeable on phone etiquette and speak with a clear, concise voice.  Be available to field incoming calls, keep abandoned calls, average hold times and keep your time off the phone to a minimum.
• Be educated of the features and benefits of all credit union products and services to enable effective cross-selling, especially our checking account, and loan products. Also, be familiar with the basics and benefits of mortgage services and investment services in order to refer them to our Advancial Mortgage, and Investment department.

•  Maximize service opportunities for current and prospective members and enhance communication through the daily use of our customer relationship management (CRM) system.   Manage leads and referrals, update member demographic data and communications with contacts.  

•  Maintain a positive and caring atmosphere for members and employees consistent with the Advancial's mission and philosophy.

• Associate's Degree (A.A.) or equivalent from two–year College or technical school; and one year of banking or call center experience or equivalent combination of education and experience.

This position is on site and pay range is $20.69-25.86 per hour.

Of course we offer 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 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, no strings attached. 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.

Ready to Join a Winning Team?

Advancial isn’t just about business – it’s about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you’ve found the right place.