Access Services Representative III

Advancial Federal Credit Union

Dallas, TX

JOB DETAILS
LOCATION
Dallas, TX
POSTED
13 days ago

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.

Benefits

What 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.

About the Company

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Advancial Federal Credit Union

At Advancial, we always strive to provide the best service and products to our members because we love what we do. That spirit shines across our entire organization and defines our company culture. We work together every day to build a positive work environment that makes doing great work easy. 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.

Monthly socials - where there are always snacks - provide our employees with an opportunity take a mental break during the work day and connect socially with their coworkers across the organization. Company-wide events in the summer and winter give us some time to kick back, have fun and enjoy some food and drinks together. And while we’re serious about our work, our costume-prone CEO reminds us to not take ourselves too seriously.
Mission: Advancial's mission is to create lasting value for our members through superior service, quality products, and innovative solutions.
COMPANY SIZE
100 to 499 employees
INDUSTRY
Banking
FOUNDED
1937
WEBSITE
https://www.advancial.org/home/