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Advancial Federal Credit Union

Not-for-profit financial institution offering loans

Member Service Representative 3

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeAllen, TX, USA$20 - $25 /hr

About the Job

Requirements

  • An associate's degree or equivalent from a two-year college or technical school, or six months of related experience, or an equivalent combination of education and experience.

Responsibilities

  • 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, individual retirement accounts, 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 and closing duties.
  • Cultivate a positive, respectful, and collaborative culture across the organization by fostering relationships among staff, departments, branches, and external partners, and champion a caring and inclusive environment for employees and members aligned with the credit union's mission and values.

About the Company

Advancial Federal Credit Union

Not-for-profit financial institution offering loans

Advancial Federal Credit Union is a member-owned, not-for-profit financial institution offering personal and business banking services, including checking, savings, money market accounts, credit cards, and a range of loans (mortgages, auto loans, personal loans, and specialty Non-QM/portfolio lending). Its digital banking platform cuAnywhere and mobile app provide features like remote deposit, bill pay, Zelle, and card management, while the CO-OP Shared Branching Network gives access to thousands of locations. A distinguishing factor is its focus on value for members and specialized wholesale lending (jumbo loans, non-warrantable condos, expatriates with no U.S. credit score), alongside a history of innovative services like remote deposit capture for oil-rig workers. The goal is to help members achieve financial flexibility and stability by offering accessible, diverse financial solutions on a national scale.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
United States
Founded
1937

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