Member Services Representative II

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 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

• Deliver exceptional 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 by applying strong product and procedural knowledge.

• Mitigate risk by following all policies, procedures, and sound judgment.

• Complete daily branch operations and correct account or transaction errors.

• Support branch needs, including Saturday shifts