- Interview loan applicants and gather required documentation to support loan applications, ensuring all loan agreements are complete, accurate, and compliant with credit union policies.
- Proactively cross-sell a wide range of credit union products, including consumer loan products and ancillary services.
- Meet or exceed established monthly sales goals for ancillary loan products.
- Open and maintain member accounts, including checking, certificates, money market accounts, IRAs, and CDs.
- Perform teller-related duties such as processing deposits, accepting loan payments, placing holds on checks, and assisting members with routine transactions.
- Deliver exceptional member service by identifying needs and recommending appropriate financial solutions.
- This individual must be able to perform each essential duty satisfactory. Associate's Degree or equivalent from two-year College or technical school; or six months related experience. Equivalent combination of education and experience is also acceptable.
- 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 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.
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· 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 mem ...
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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. · ...
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Member Service Representative III - Lafayette - Advancial
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 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 in our South Lafayette branch.
Ideal Candidate:
The ideal candidate is a motivated, member-focused professional who thrives at the intersection of service and sales. They naturally build strong relationships and serve as a trusted advisor, taking the time to understand each member's financial needs and recommending thoughtful, well-aligned solutions. With a high level of integrity, a positive and approachable attitude, and a collaborative team mindset, they consistently deliver exceptional member service. This individual is detail-oriented, goal-driven, and excited to grow their career while contributing to the success and growth of the credit union.
What You'll Do
Schedule: Monday-Friday, 8:30 AM-5:15 PM; Saturday 8:45 AM-1:15 PM on site at the branch (one Saturday per month as needed)
EDUCATION and/or EXPERIENCE
Pay range for this position is $ $22.31 per hour. An incentive plan is also part of the compensation package.
Ready to Join a Winning Team?
Advancial isn't just about business - it's about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you've found the right place.
This position is located in our South Lafayette branch.
Of course we offer healthcare, life insurance, and 401K benefits, but here is what else we offer:
Advancial Federal Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.
Advancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information.
If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you'd like to view a copy of the company's affirmative action plan, please complete this form. )
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Member Service Representative III
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Member Service Representative III
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