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.

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