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Advancial Federal Credit Union

Not-for-profit financial institution offering loans

Member Services Representative 2

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeFrisco, TX, USA$18 - $22 /hrIn-person

About the Job

Requirements

  • High school diploma or equivalent, with three months of related experience and/or training, or an equivalent combination of education and experience.

Responsibilities

  • Deliver member service and maintain high satisfaction scores.
  • Acquire new members and deepen existing relationships through proactive sales and service.
  • Identify opportunities to improve members’ financial health.
  • Meet established goals for product penetration and monthly sales performance.
  • Process member transactions accurately and efficiently in branch and by phone.
  • Resolve member issues using product and procedural knowledge.
  • Mitigate risk by following policies, procedures, and sound judgment.
  • Complete daily branch operations and correct account or transaction errors.
  • Support branch needs, including Saturday shifts and opening and closing duties.
  • Foster positive, respectful, and collaborative relationships among staff, departments, branches, and external partners, and support an 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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