Member Services Operations Specialist

Join Advancial Federal Credit Union as a Teller and become a pivotal part of our mission to deliver exceptional customer service and innovative financial solutions to our members. We are proud to be recognized as a Best Company to Work for in Texas and a Best and Brightest Company nationally, which reflects our commitment to our employees and their careers. As a Teller, you will serve as a vital liaison between our members and the Credit Union, ensuring that their daily financial needs are met efficiently. This position involves processing routine transactions, such as deposits, withdrawals, and loan payments, while also promoting a variety of credit union products and services. Key Responsibilities: Cross-sell a wide array of credit union products, including loan and deposit services. Accurately process member transactions, including cash handling and account management. Open new accounts and ensure compliance with policies regarding member eligibility and account procedures. Handle member inquiries and resolve any concerns with professionalism and care. Maintain accurate records and bank documentation, balancing cash drawers at the end of each shift. This exciting opportunity is based at our Richardson Branch, and we look forward to welcoming a dedicated and motivated individual to our team! The salary range for this position is $16.15/hr. - $20.19/hr. and based on relevant experience. Requirements Qualifications: To excel in the role of Teller, candidates should have: A high school diploma or equivalent. At least 6 months of related experience and/or training in a customer service or financial environment. Strong communication skills and a service-oriented approach. The ability to handle multiple tasks efficiently and maintain accuracy under pressure. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer, committed to diversity and inclusion in the workplace. Benefits EDUCATION and/or EXPERIENCE High School diploma or equivalent; and 6 months related experience and/or training. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.   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 Posters Advancial 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.

Are you a sales professional, consultant, or CPA with an existing book of business or strong relationships? We have a powerful opportunity for you to boost your income while delivering massive value. 💡 About the Program Our organization helps business owners and high-income professionals legally cut tax liability by 30–50%+ using IRS-compliant strategies typically reserved for Fortune 500 companies and the ultra-wealthy. Clients receive: Free assessment Deep-dive analysis A custom tax savings plan Ongoing implementation & compliance support This white-glove service, backed by CPAs, attorneys, PhDs, and CFPs with 100+ years of expertise, regularly saves clients six to seven figures annually. ⚠️ Important: We do NOT replace a client’s CPA—we work alongside them, equipping CPAs with advanced strategies to maximize results. 💰 Why Join? Recurring Commissions – Earn year after year for every client you refer. Team Overrides – Build your own sub-affiliate team and get paid 3 levels deep. CPA-Friendly Model – Designed to complement CPAs, not compete with them. Proven Results – Premium, audit-resilient program that practically sells itself. 🔑 How It Works Share your unique link with business owners, professionals, or CPA clients. Client schedules calls with our team (their CPA is encouraged to join). If they move forward, you get paid commissions every year they remain a client—with no extra work required. 👥 Who Should Apply? Sales pros with strong networks Consultants serving business owners CPAs wanting to expand services & revenue without extra overhead If you have connections with business owners and/or CPAs, this is for you. ✅ Next Step Build a long-term, recurring income stream while helping clients unlock massive tax savings. 📩 Reply to this ad with your name, background, and best contact info to get set up today.

Helpshift bridges the disconnect between conventional customer service channels — such as email and phone support — and a growing consumer base that does more on mobile phones with a strong preference for messaging as the primary mode of communication. Through Helpshift’s AI-powered customer service platform, companies can resolve issues more efficiently, boosting customer satisfaction in the process. Companies such as Activision, Brex, Coupons.com, Electronic Arts, Supercell, Tencent, Zynga and hundreds of other leading brands use the Helpshift platform to provide messaging-first customer support. Helpshift is installed on over two billion devices worldwide and serves more than 820 million active consumers monthly.    We are looking for a Customer Success Manager to work with our West coast based customers. In this role, you will be working with customers in the US, among other places.    You’ll have the opportunity to work with today’s leading B2C brands, as they begin their journey to provide the customer support experience that their customers want and need. We are looking for self-starters, with a bias toward action that can clearly articulate their data-centric points of view and effect experiential change, to join us in revolutionizing customer relations. If you are excited to learn more about cutting edge technology including mobile-first asynchronous messaging, Bots, and AI, we’re the Customer Success team for you!   Responsibilities:  You will build strong executive and business user relationships with Helpshift’s customers.  You’ll have the opportunity to work with a global CSM team and collaborate across North America, EMEA and APAC.  You'll partner with Account Managers on value creation to successfully renew and grow the customer.  You will work with customers to establish critical goals, or other key performance indicators that aid them in achieving their goals, increasing renewals and reducing churn.  You will be the Helpshift product expert from the business user perspective, becoming a trusted, strategic advisor for your customers.  You will develop and present quarterly business review data to your customers and prepare post-meeting reports.  You will serve as your customer’s advocate throughout the duration of the contract lifecycle, from successful completion of the onboarding process to the identification and development of upsell opportunities.  You will communicate your technical knowledge of Helpshift’s platform educating clients on best practices regarding SDK configurations and internal Dashboard setup.  You will advocate for customer needs cross-departmentally and manage issue escalation to the development team as needed.  You will manage several projects and customers at one time, responding as needed to high priority client inquiries throughout the day, evening, and weekend when necessary.    Requirements:    You have 3+ years' experience helping Enterprise and Mid-Market customers reach their goals, while surpassing your teams’ measures of success in the process  You adapt quickly and thrive in a fast-paced, growing, and deadline-driven environments where flexibility and teamwork are critical  You’re able to navigate an Enterprise organization’s political landscape to develop and expand relationships at all levels while driving large-scale, highly visible, strategic initiatives for customers  You have seamlessly supported 30-40 Mid-Market and Enterprise customers at a time  Bonus points for a master's degree or equivalent experience  Phases of our recruitment journey: You send us your application with your updated resume and application form. After reviewing your candidacy, we’ll invite you for the online Interview via MS Teams with one of our Talent Acquisition Specialists and Hiring Manager. It’s a perfect chance to exchange questions and get to know each other better. There might be also an additional stage interview. At the end of our journey - hopefully you will receive an offer! Our recruitment process is fully online and remote. We value each application and review every candidate individually. Our recruitment team will get back to you as soon as they can to inform you about the status of your candidacy. If you're interested in joining our team, we highly encourage you to apply. 😊 That would be it from us - now we are waiting for your move! #imaginemore Privacy policy: By providing your information in this application, you understand that we will collect and process your information in accordance with our Applicant Privacy Notice. For more information, please see our Applicant Privacy Notice at https://www.keywordsstudios.com/en/applicant-privacy-notice.

Business space for rent, located in the Northeast section of the Bronx. Convenient location near the #2 train/Cozy Professional Office/ Create your own hours/ We welcome Realtors/IT Specialists/ Accountants/Start-up companies etc. Organizational Skills, and Great Communication Skills are required.

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.  This position is located in our Frisco Branch.    Serves as liaison between member and the Credit Union.  Provides account information, opens new accounts, handles member's daily credit union needs.  Performs routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing.  Interviews loan applicants and processes applications.  Gathers background information and analyzes credit history.    ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Other duties may be assigned.   Cross-sells a wide array of credit union products including loan products, deposit products, and electronic services such as CUAnywhere and online banking.     Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.    Cashes checks and pays out money after verification of signatures and member balances.  Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures. Receives and applies payments to Advancial loans, credit card payments and cash advances. Enters customers’ transactions into computer to record transactions and issues computer generated receipts. Maintains thorough knowledge of loan products for effective cross-selling.  Actively assists in loan process such as pulling credit reports, and ensures loan agreements are complete and accurate according to policy.  This includes data entry of member information into Credit Union system as required.  Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products.    Balances currency, coin and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Processes loans and responds to loan questions. Opens new accounts including;  checking, certificates, money markets and IRA accounts.  Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts.  Processes check orders for members. Responsible for correcting all new account exceptions or transactional errors under Teller Number. Provides account information and handle member's daily credit union needs.  Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc.  This includes researching and resolving member concerns. Processes and balances bond redemptions when necessary. Prepares daily checks received for deposit.  This includes balancing, scanning checks, posting general ledgers. Makes copies and files correspondence and other records on a daily basis. Performs miscellaneous duties such as assisting in monitoring supplies and end of day and end of month audit procedures. Opens and closes the branch as needed. The range for this position is $18.12- $22.66/hr. and is based on experience.  Requirements EDUCATION and/or EXPERIENCE High School diploma or equivalent; with one year related experience and/or training; or equivalent combination of education and experience. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.   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 Posters Advancial 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.

TOP $$$$$$$$ PAID TAX PREPARER NEEDED FOR BUSY WEST SIDE OFFICE PART TIME or Full time DAYS - CAN BE YEAR ROUND, if Candidate performs well. We are open - 7 days a week during tax season! 2- 5 years experience of INDIVIDUAL TAX PREPARATION!!! Ability to prepare income tax returns during an appointment with clients. Ability to review tax return with clients so they have a full understanding of their tax returns. Good communicative skills, must be able to meet deadlines. Heavy client contact. Must be proficient in 1040's, 1120's, 1065's. Applicant must be familiar with the NEW Tax Laws. Preferable, if applicant is a licensed EA, CPA or JD. MUST be familiar with ALL TAX FORMS such as 2441, 5695, FBAR and have the ability to do multiple states. YOU MUST BE AN EXPERIENCED TAX PREPARER OR AN ACCOUNTANT EXPERIENCE WITH ***CREATIVE SOLUTIONS/ ULTRA TAX SOFTWARE*** A PLUS WE ARE LOCATED ON THE UPPER WEST SIDE--72 & BROADWAY PLEASE FAX RESUME TO: (212) 873-3905 OR CALL-212-877-1122 ******* PLEASE EMAIL RESUME to sidwalt@aol.com