Advancial Federal Credit Union
The Member Service Representative II processes financial transactions, including opening memberships, handling deposits and withdrawals, and posting loan payments, while identifying opportunities to deepen member relationships. The role involves delivering exceptional service, meeting sales goals, and resolving account inquiries through strong product knowledge. This position requires supporting branch operations and fostering a positive, collaborative work environment.
Advancial Federal Credit Union is a full-service financial institution headquartered in Dallas, TX, offering a wide range of banking products including checking and savings accounts, auto loans, home equity loans, mortgages, personal loans, and credit cards. They also provide investment services, youth banking programs, and business banking solutions. Advancial is dedicated to helping members achieve their financial goals through competitive rates and member-focused service.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Advancial Federal Credit Union.
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