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Personal Banker / Member Service Representative

Advancial Federal Credit Union

This is a Contract position in Anaheim, CA posted June 14, 2022.

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.

We’ve 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 we’re 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.

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 PostersAdvancial 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 you’d like to view a copy of the company’s affirmative action plan, please complete this form.

Responsibilities: This position is in our West Houston Branch.


Other duties may be assigned.

Cross-sells a wide array of credit union products including loan products, deposit products and electronic services such as CUAnywhere and online banking.Meets established goals for acceptable penetration or monthly sales numbers on all ancillary loan products.Interviews applicant and requests specified information for loan application.

Ensures loan agreements are complete and accurate according to policy.

Serves as subject matter expert and provides assistance to members about products that best meet their needs.Works loan to obtain approval from centralized lending and then closes loan with member.

Responsible for securing liens on motor vehicles, and ensuring that the right documentation includes appropriate lien position on home equity loans.

Opens new accounts, checking, certificates, money markets, IRA or CD accounts.

Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts.

Processes check orders for members.Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products.May perform the following teller duties: receives checks and cash for deposit, verifies amount, and examines checks for endorsements.

This includes loan payments and processing credit card payments and cash advances.

Cashes checks and pays out money after verification of signatures and member balances.

Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures.

Apply payments to AFCU loans, credit card payments and cash advances.

Enters customers’ transactions into computer to record transactions, and issues computer generated receipts.Responsible for picking up and processing the Night Drop deposits from the branch ATM.

Opens and closes the branch as needed.Responsible for correcting all new account exceptions or transactional errors under Teller Number.Provides account information and handles member’s daily credit union needs.

Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc.

This includes researching and resolving member concerns.Processes and balances bond redemptions when necessary.The starting pay for this position is $16/hr.

and based on experience.

Qualifications: EDUCATION and/or EXPERIENCEAssociates Degree (A.A.) or equivalent from two–year College or technical school; or six months related experience.

Or equivalent combination of education and experience.Responsible for maintaining a working knowledge of computer equipment and software required including Microsoft Word, Excel, etc.