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    Member Services Representative II - Dallas, United States - Advancial

    Advancial
    Advancial Dallas, United States

    1 week ago

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    Description

    Responsibilities:

    This position is located in our Oak Lawn branch. Must be willing to work a minimum of 2 Saturday shift hours as needed. The hours of the branch are 9am - 5pm weekdays and 9am - 1pm on Saturday's.

    SUMMARY

    Serves as liaison between member and the Credit Union. Provides integrity service to members through positive and friendly interactions, processing account transactions, account research and processing loan applications. Interviews members to ensure they are provided with the right product and services to meet their needs.

    This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.

    ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Other duties may be assigned.

    • Responsible for selling a wide array of credit union products including loan products, deposit products and electronic services such as cuAnywhere online and mobile banking. Identifies member needs by utilizing Integrity Sales and Service skills to uncover cross-sell opportunities for these products, as well as opportunities for investment services and mortgage referrals.
    • Processes member transactions including deposits, withdrawals, loan payments, check cashing, bond redemption, account transfers and wire transfers. Places holds on accounts for uncollected funds in compliance with government regulations and Advancial policies and procedures
    • Responsible for maintaining a working knowledge of Advancial policies and procedures, lending guidelines and organizational goals.
    • Assists members by answering loan questions and processing loan applications. This includes pulling credit reports and reviewing them for cross-sell opportunities. Responsible for seeing approved loans all the way through to booking and collecting documentation from members/dealers as needed.
    • Balances currency, coin and checks in cash drawer and compares totaled amounts with system calculated totals.
    • Opens new accounts including: savings, checking, certificates, money markets and IRA accounts. Verifies membership eligibility and performs detailed identification verification in compliance with BSA and credit union procedures. Processes check orders for members.
    • Responsible for correcting all new account exceptions and/or transactional errors made under teller number
    • Provides a variety of transaction services to members in the branch and by phone; such as, transaction and balance inquiries, transfer of funds, stop payments, photocopy of check(s), etc. This includes researching and resolving member concerns.
    • Prepares checks received for deposit. This includes scanning checks daily and balancing to branch checks received totals
    • Responsible for scanning and filing member records and other documentation through electronic filing system (OnBase).
    • Performs miscellaneous duties such as assisting in monitoring supplies and maintaining an organized and clean work environment
    • Opens and closes the branch as needed. Responsible for assisting in mid-month and end of month branch audits.
    • Responsible for maintaining a working knowledge of computer equipment and software including Microsoft Word, Excel, Outlook, etc.
    • Follows Advancial policies and procedures.

    The minimum pay starts at $18.07/hr. and is based on experience.

    Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters

    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 youd like to view a copy of the companys affirmative action plan, please complete this form.

    Qualifications:

    EDUCATION and/or EXPERIENCE

    High School diploma or equivalent; with one year related experience and/or training; or equivalent combination of education and experience.

    Overview:

    Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

    At Advancial, we always strive to provide the best service and products to our members because we love what we do. We work together to build a culture that promotes a positive employee experience. Weve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because were serious about building fulfilling careers and not just day jobs.

    We invite you to learn more about this position and what Advancial has to offer by completing our online application.

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