Specialty Accounts Representative III

This position will be hybrid in Irving, Texas. 

SUMMARY

Effectively onboarding New Inbound USA members by processing applications for membership, loans and additional product and services.  Gathers supporting documents needed to process the loan and membership applications. Serves as liaison between member and the Credit Union.  Provides account information, opens new accounts, and handles member's daily credit union needs.  This position requires you to be service-oriented, self-motivated and to be able to multi-task, work efficiently, and to be able to perform a variety of tasks with little to no supervision. 

Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. 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 specifically for Inbound members.
• Works loan to obtain approval from centralized lending and then closes loan with member.  Responsible for securing liens on motor vehicles, and collecting the proper documentation for title work as needed. 
• 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. 
• Responsible for correcting all new account exceptions or transactional errors under Teller Number.
• Must be willing to assist MSC and MDC during down time.
• Provides account information and handles member's daily credit union needs.  Provides a variety of transaction services to members by phone such as balance inquiry, transfer of funds, history information, check orders, stop payments or photocopy of check(s), etc.  This includes researching and resolving member concerns.
• Be very knowledgeable on phone etiquette and speak with a clear, concise voice. 
• Being knowledgeable of the features and benefits of all credit union products and services to enable effective cross-selling, especially our checking account, and loan products. Also, be familiar with the basics and benefits of mortgage services and investment services in order to refer them to our Advancial Mortgage, and Investment department.
• Practices The Member Advantage methodology to assist members, resolve member complaints, and build and strengthen relationships with members and employees.
• Maintains a positive and caring atmosphere for members and employees consistent with the Credit Union's mission and philosophy.
• Ensures positive relationships with the branches, internal departments and external partners.
• Fosters a positive culture throughout the organization.
• Responsible for maintaining a working knowledge of computer equipment and software required including Microsoft Word, Excel, etc.

 The pay for this position starts at $20.69-$25.86/hr. and is based on experience.

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. Must have working knowledge of the inbound program.

Lending experience preferred. The schedule for this position is 9:00am - 6:00pm. 

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 Posters

Advancial 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.