Access Services Representative III

Posted 2 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
23-28 Hourly
Junior
Fintech
The Role
The role involves administering ACH operations, handling exceptions, managing debit/credit card functions, providing member support, and fostering a collaborative workplace culture.
Summary Generated by Built In

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 longest‑standing 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.

What You'll Do:

Administer daily ACH operations, including files, exceptions, returns, reclamations, fraud requests, outside‑FI inquiries, and balancing.

Monitor the Federal Reserve portal and resolves ACH exceptions.

Manage government reclamations, loan payment corrections, and returned bill‑payer checks.

Balance shared branch deposits, related general ledgers, and assigned GL accounts.

Process debit/credit card adjustments, exception reports, and returned or disputed transactions.

Fulfill debit/credit card orders, including instant‑issue and overnight requests, and verify processor activity.

Coordinate lost/stolen card actions, fraud cases, and daily transaction monitoring.

Oversee Zelle operations, including balancing, reporting, and member inquiries.

Support electronic services (iPayment, A2A, indirect, bill payer, AmpliFi Rewards) and research payment or transfer discrepancies.

Deliver member support, maintain product knowledge, utilize required systems, and provide backup for Access Services functions.

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

Associate’s degree or equivalent from a two‑year college or technical school, or two years of related experience/training, or an equivalent combination of education and experience.

This hybrid role at our Dallas corporate office offers a compensation range of $23 to $28 per hour.

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.


BenefitsWhat 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.

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The Company
Dallas, TX
181 Employees
Year Founded: 1937

What We Do

With over $1.6 billion in assets and over 80 years of experience, Advancial is a full-service financial institution providing personal, convenient and innovative financial services to individuals and select group partners. Advancial's primary mission is to anticipate the needs of its members by providing timely, unbiased and intimate financial advice and a full array of technology-enabled products and services that deliver exceptional value. Advancial delivers financial security and the knowledge to help our clients plan and grow a successful financial future. A substantial investment is made into getting to know each individual in order to provide personalized financial solutions. For career opportunities visit advancial.org/About-Us/Careers Federally Insured by the NCUA. We conduct business in accordance with the Federal Fair Housing Law.

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