Member Service Representative III - River Oaks Houston

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.”

Member Services Representative

Deliver exceptional service, guide members through financial solutions, and support 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

• Guide members to the right products across loans, deposits, and digital services while meeting monthly cross‑sell and product‑penetration goals.
• Resolve member questions in person and by phone, including balance inquiries, transfers, account research, stop payments, and issue resolution.
• Support members with lending needs by interviewing applicants, gathering required information, evaluating credit history, and ensuring complete, accurate loan files.
• Manage the full loan process —from application to approval coordination to closing—while securing proper documentation and lien placement.
• Open new accounts including checking, savings, certificates, money markets, and IRAs, ensuring eligibility and ChexSystems verification.
• Perform teller transactions such as deposits, withdrawals, loan payments, credit card payments, cash advances, and check cashing with accuracy and compliance.
• 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.

Requirements

EDUCATION and/or EXPERIENCE

• Associates Degree (A.A.) or equivalent from two–year College or technical school; or six months related experience. Or equivalent combination of education and experience.
• Ability to follow established procedures and policies.
• Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products.
• Responsible for maintaining a working knowledge of computer equipment and software required including Microsoft Word, Excel, etc.

This position is on site at 4411 San Felipe St. Ste. 100 Houston, TX 77027. Pay is $20-25 hourly.

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.

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 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.