Access Services 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:

Administer daily ACH operations, including files, exceptions, returns, reclamations, fraud requests, outside‑FI inquiries, and balancing.

Monitor the Federal Reserve portal and resolves ACH exceptions.

Manage government reclamations, loan payment corrections, and returned bill‑payer checks.

Balance shared branch deposits, related general ledgers, and assigned GL accounts.

Process debit/credit card adjustments, exception reports, and returned or disputed transactions.

Fulfill debit/credit card orders, including instant‑issue and overnight requests, and verify processor activity.

Coordinate lost/stolen card actions, fraud cases, and daily transaction monitoring.

Oversee Zelle operations, including balancing, reporting, and member inquiries.

Support electronic services (iPayment, A2A, indirect, bill payer, AmpliFi Rewards) and research payment or transfer discrepancies.

Deliver member support, maintain product knowledge, utilize required systems, and provide backup for Access Services functions.

Cultivate a positive, respectful, and collaborative culture across the organization—foster strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.

Requirements

Associate’s degree or equivalent from a two‑year college or technical school, or two years of related experience/training, or an equivalent combination of education and experience.

This hybrid role at our Dallas corporate office offers a compensation range of $23 to $28 per hour.

What to Expect in Our Hiring Process

1. A quick phone screen to get to know you
2. A Zoom interview with the team
3. Short assessments to help us learn more about your strengths and work style
4. An in‑person interview at 10000 N Central Expy, Dallas, TX 75231
5. Once you’ve signed your offer letter, we’ll begin your background and credit check

Ready to join a winning team? Advancial is a place where careers grow, communities thrive, and your work truly matters. If you’re looking for an organization that invests in your development, respects your time, and recognizes the impact you make, you’ve found the right place.

Benefits

What We Offer:

We provide comprehensive healthcare, life insurance, and 401(k) benefits—but that’s just the beginning.

Take Time for Life: Enjoy 11 company holidays and start with three weeks of vacation. You can also recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO—free for you and your loved ones, with only taxes to cover.

Retire with Confidence: We contribute to your 401(k) to help you build a secure financial future.

Care for Your Pets: Access affordable pet insurance with employer contributions, ensuring your furry family members are protected.

Invest in Your Growth: After one year, we cover 80% of your tuition so you can continue advancing your education and career.

Navigate Life’s Surprises: Our Advancial Life Rewards program reimburses up to $1,000 annually for unexpected expenses, because we know life doesn’t always go according to plan.