Member Services Representative II

Founded in 1937, Advancial Federal Credit Union has emerged as a leading financial institution committed to enhancing the lives of its members through innovative, member-centric services. At Advancial, we pride ourselves on our dedication to creating lasting value through superior service, quality products, and a strong sense of community.

As a Member Services Representative II, you will play a crucial role in our commitment to exceptional service. You will be the first point of contact for members, assisting them with their daily credit union needs, and providing them with the information they require regarding their accounts and our wide range of products.

Working at Advancial means more than just having a job; it means being a part of a community where your contributions are valued and where you can develop your career in a supportive environment. We have been recognized as a Best Company to Work for in Texas for nine consecutive years, and we strive to maintain this positive and fulfilling workplace.

This position is located in our Edmond, OK Branch.

Key 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.

Compensation: The pay range for this position is $16.39- $20.49 per hour, based on experience.

Requirements

Qualifications:

• 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.

Advancial Federal Credit Union is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.