Who We Are

At Advancial, we believe that people come first—our members, our communities, and our employees. We’re a team that values curiosity, collaboration, and doing what’s right, not just what’s easy. We take pride in creating an environment where ideas are welcomed, voices are heard, and every employee has the opportunity to make a meaningful impact. If you’re energized by purpose‑driven work and thrive in a culture built on trust, respect, and continuous improvement, you’ll feel right at home here.

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.

About the Role

The Member Services Representative delivers exceptional service, guides members through financial solutions, and supports daily branch operations. This role blends relationship‑building, lending expertise, and frontline service—perfect for someone who is proactive, people‑focused, and confident juggling a variety of responsibilities.

What You’ll Do

• Perform a full range of banking services including deposits, withdrawals, loan payments, check cashing, account transfers, wire transfers, and bond redemptions, while ensuring compliance with regulations and internal policies.
• Assist members with loan inquiries and applications, pull and review credit reports, identify cross‑sell opportunities, and process approved loans through booking and documentation.
• Open new accounts (savings, checking, certificates, money markets, IRAs), verify eligibility, complete required identification checks, and process check orders.
• Balance cash drawers daily, reconcile currency and checks, and correct any account or transaction errors associated with assigned teller number.
• Provide member support in person and by phone, including account inquiries, fund transfers, stop payments, check copies, and issue resolution.
• Prepare and scan daily check deposits, ensuring totals match branch records. Scan, file, and maintain member documents in the electronic filing system.
• Support branch operations by processing night drop deposits, correcting account exceptions, handling bond redemptions, filing documents, and assisting with daily/month‑end procedures.
• Participate in branch opening and closing and work at least two Saturday shifts per month. Hours are Monday - Friday 8:40am to 5:10pm and Saturday 8:50am to 1:00pm.