Member Services Representative II

Job Description

Job Description

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 and largest 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.”

This position is located on site in our River Oaks Houston Branch at 4411 San Felipe St. Houston, TX 77027 .

Key Responsibilities:

• Serve as a liaison between members and the Credit Union, providing information regarding accounts and services.
• Perform routine transactions including deposits, withdrawals, and loan payments.
• Open and maintain accounts, ensuring compliance with policies and procedures.
• Conduct interviews for loan applicants and process applications, analyzing credit history and background information.
• Cross-sell various credit union products and services to enhance member satisfaction and loyalty.
• Assist members with electronic services and promote features such as online banking.
• Balance cash drawers and ensure all transactions are accurately recorded.

Compensation: The pay range for this position is $18- $22 per hour, based on experience.

Requirements

• High School diploma or equivalent required.

• Minimum of one year of experience in a similar role or in customer service.
• Strong communication and interpersonal skills.
• Ability to analyze member needs and provide appropriate solutions.
• Proficiency in relevant software applications and technology with a willingness to learn new systems.
• Demonstrated commitment to outstanding service and teamwork.

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 our River Oaks branch
5. Once you’ve signed your offer letter, we’ll begin your background and credit check

Advancial Federal Credit Union is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Benefits

Of course we offer healthcare, life insurance, and 401K benefits, but here is what else we offer:

• Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
• Retire with Confidence: We contribute 8% to your 401k. It’s our way of helping you build the future you deserve.
• Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
• Invest in Your Future: We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.
• Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.