ACH & Card Services Representative at Advancial Federal Credit Union (Dallas, TX)

| Dallas-Fort Worth, TX
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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.


Administers electronic service applications and answers member questions. Provides information to existing members, potential members and internal staff regarding all electronic services. Electronic services include audio response, ATM's, debit cards, payment services, credit cards and shared branching. Administers reports and transactions as required. This position requires to be service-oriented, self-motivated and to be able to work a variety of tasks.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Administers ACH requests on a daily basis along with the processing of ACH exception reports. This includes data entry of member information, handling member questions and complaints, and research on member accounts.
  • Process loan payment corrections as needed due to a returned payment or by member request.
  • Process the shared branch deposit report and balance the shared branch general ledger postings daily.
  • Process returned debit and credit cards.
  • Process credit and debit card adjustments on a daily basis.
  • Process new debit and credit card order requests from members and/or internal staff including overnight requests for cards by instant issuing the plastic and sending FedEx to member. Verifies centralized credit and debit card orders with our processor on a daily basis.
  • Process return bill payer checks daily.
  • Assists in processing member requests for charge backs according to established policies for ACH's, debit and credit cards.
  • Assists in administering lost or stolen debit and credit cards, fraud accounts and monitors transactions for irregular activity on a daily basis.
  • Assists with revoking or re-instating member privileges for services such as iPayment, A2A, shared branch access, bill payer and/or Zelle.
  • Assists with the administration of Zelle to include daily balancing, member inquiries, processing reports and initiating disputes.
  • Assists with the creation and processing of the tax payment file daily.
  • Assists with debit and credit card balancing to include processing debit, credit and ATM/POS exception reports on a daily basis.
  • Assists in processing iPayment, A2A, indirect, bill payer and Augeo files on a daily basis.
  • Assists in processing balance transfer requests and researches payments when necessary.
  • Reconciles and balance appropriate general ledgers on a weekly and monthly basis.
  • Provides account information and handles member's daily credit union needs. Provides a variety of transactions services to members and internal staff by phone, PRISM case or email.
  • Being knowledgeable of the features and benefits of all credit union products and services to enable effective cross-selling.
  • Assist with all other Access Services duties to provide backup when needed.
  • Maintains a positive and caring atmosphere for members and employees consistent with the Credit Union's mission and philosophy.
  • Responsible for maintaining a working knowledge of computer equipment and software required including Microsoft Word, Excel, etc

The pay range for this position pays between $18/hr. - $21/hr. based on relevant experience.


Associate's degree (A. A.) or equivalent from two-year college or technical school; or 2 years related experience and/or training; or equivalent combination of education and experience.
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