Account Services Representative

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.

• Check clearing — Handles in‑clearings, Fed returns/adjustments, chargeback reversals, IRDs, and daily IP balancing.

• Indirect auto openings — Reviews documentation, ensures BSA compliance, submits fraud checks, and completes system setup.

• Mortgage openings — Verifies applications, confirms required documents, and validates BSA authorization.

• Remote deposit review — Resolves exceptions, releases or rejects items, and applies Reg CC holds.

• GAP and VSA handling — Processes claims and cancellations and coordinates with third parties for settlement.

• Loan reconciliation — Completes month‑end add‑on settlements and performs GL reconciliation.

• Account and product maintenance — Processes mailed closure requests, updates ancillary product records, supports CPI inquiries, and participates in cross‑training.

• Cultivate a positive, respectful, and collaborative culture-- across the organization—fostering 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.

• High school diploma or general education degree (GED); and one year related experience and/or training; or equivalent combination of education and experience

This role is hybrid at our corporate office, with compensation ranging from $20.00–$25.00 per hour based on qualifications and education.

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.

What to Expect in Our Hiring Process

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 in‑person interview at our Corporate office at 10,000 N. Central Expy. Ste. 111, Dallas, TX 75231
5. Once you’ve signed your offer letter, we’ll begin your background and credit check

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.