Remote Operations Jobs in Allen, TX (NOW HIRING)

We're proud to be recognized as one of USA TODAY's Top Workplaces and to have earned the Best and Brightest Companies to Work For award eight years running. Founded in 1937, Advancial is one of the nation's longeststanding credit unions, committed to creating lasting value for our members through exceptional service, quality products, and innovative financial solutions.

At Advancial, we believe work should be meaningful and energizing. We're a passionate, collaborative team that values creativity, positivity, and the drive to make a real impact. We work hard, we have fun, and we show up every day ready to support each other and the members we serve.

Member Development Representative is responsible for conducting outbound followup, sales, and service calls to new and existing members using assigned calling lists. Interacts with lending and corporate staff as needed to assist members or resolve issues, and supports inbound call volume when required. Originates loan applications over the telephone. The role requires a serviceoriented, selfmotivated, and organized individual capable of managing a variety of tasks effectively.

• Utilize CRM tools to manage member relationships and identify sales opportunities.

• Achieve production goals by increasing product penetration through outbound member contact.

• Contribute to reduced check volume by offering members alternative loanpayment solutions.

• Demonstrate communication etiquette through appropriate phone and email practices and clear oral and written communication.

• Assist with inbound calls during highvolume periods in the Member Service Center and complete service followup calls, including special programs assigned to the Member Development Center.

• Meet outbound call requirements by completing minimum call expectations across campaign lists such as preapproved offers, deposit leads, loan leads, and special campaigns.

• Originate and process loans by completing telephone and referralbased applications, interviewing members, reviewing creditworthiness, finalizing funding, and using openended questions to encourage additional applications and crosssell Credit Union products.

• Open new accounts by verifying eligibility, completing ChexSystems reviews, and coordinating with the BSA team when applicants fail OFAC or ChexSystems checks.
• Process daily member transactions including balance inquiries, fund transfers, transactionhistory research, accountclosure requests, address changes, deposits, loan payments, credit card payments, and debitcard issuance; includes researching and resolving member concerns across varying levels of complexity.

• Support followup programs by making service followup calls and meeting call expectations for assigned Member Development Center campaigns

• Cultivate a positive, respectful, and collaborative culture-- across the organization--foster 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

High school diploma; minimum one-year related experience and/or training; or equivalent combination of education and experience.

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.

This position is hybrid at our Remote Operations Center at 100 East Royal Lane, Suite 300, Irving, and compensation is based on experience and qualifications, ranging from $23-28 an hour.

1. A quick phone screen to get to know you
2. A Zoom interview with the team
3. Short assessments to help us learn more about your strengths and work style
4. An inperson interview at 100 East Royal Lane, Suite 300, Irving, Texas, 75309
5. Once you've signed your offer letter, we'll begin your background and credit check

Benefits

• 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.