Member Service Representative II

About the Role

As a Member Service Representative II, you will process a variety of financial transactions-including opening new memberships, handling deposits and withdrawals, posting loan payments, and responding to account inquiries-while identifying opportunities to deepen relationships and support members' financial needs.

What You'll Do

• Deliver exceptional member service aligned with Advancial's values, maintaining high satisfaction scores, and consistent positive feedback.
• Acquire new members and deepens existing relationships through proactive sales and service activities, identifying opportunities to improve members' financial health.
• Meet established goals for product penetration and monthly sales performance.
• Process transactions accurately and efficiently-both in branch and by phone-while resolving member issues through strong product and procedural knowledge.
• Mitigate risk by following all policies and procedures with sound judgment, and complete daily branch operations including correcting account or transaction errors.
• Support branch needs, including at least two Saturday shifts and opening/closing duties.
• Cultivate a positive, respectful, and collaborative culture across the organization-fostering strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union's mission and values.

Requirements & Qualifications

EDUCATION and/or EXPERIENCE

• High School diploma or equivalent; with three months related experience and/or training; or equivalent combination of education and experience.
• Working knowledge of computer equipment and software required including Microsoft Office Suite.
• Must be service-oriented, self-motivated, and able to manage a variety of tasks effectively

Pay and benefits

Pay range for this position is $22 - $28 per hour. An incentive plan is also part of the compensation package.

What to Expect in Our Hiring Process

• A quick phone screen to get to know you
• A Zoom interview with the team
• Short assessments to help us learn more about your strengths and work style
• An in-person interview at our Anchorage Branch: 390 W 36th Ave, Anchorage, AK, 99503
• Once you've signed your offer letter, we'll begin your background and credit check

Ready to join a winning team? Advancial is a place where careers grow, communities thrive, and your work truly matters. If you're looking for an organization that invests in your development, respects your time, and recognizes the impact you make, you've found the right place.

What We Offer

• We provide comprehensive healthcare, life insurance, and 401(k) benefits-but that's just the beginning.
• Take Time for Life: Enjoy 11 company holidays and start with three weeks of vacation. You can also recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO-free for you and your loved ones, with only taxes to cover.
• Retire with Confidence: We contribute to your 401(k) to help you build a secure financial future.
• Care for Your Pets: Access affordable pet insurance with employer contributions, ensuring your furry family members are protected.
• Invest in Your Growth: After one year, we cover 80% of your tuition so you can continue advancing your education and career.
• Navigate Life's Surprises: Our Advancial Life Rewards program reimburses up to $1,000 annually for unexpected expenses, because we know life doesn't always go according to plan.