Advancial offers credit cards, checking and savings accounts, mortgages and other loans. Learn about credit union banking and how Advancial strives to be one of the best credit unions.

Finance

Advancial

Advancial's headquarters in Dallas, TX, United States

Brent Sheffield

Stephanie Simmons

Charlotte Leo

Heather Stalling

Andy Tomalin

John Kurtz

Jason Mills

Staci Habeck

Conor McCarthy

Olivia M.

Larry Burwell

Tiffany Alexander

Kim Simpson

The Marketing Team at Advancial is responsible for promoting the credit union’s financial products and services, such as credit cards, checking and savings accounts, and loans. The team creates and executes marketing campaigns, analyzes market data, manages email marketing strategies, and oversees marketing communications to enhance member engagement and business growth.

Marketing Team

The Human Resources team at Advancial oversees employee recruitment, development, and retention, ensuring compliance with regulations and fostering a positive workplace culture. They manage compensation and benefits programs, maintain accurate human resources information systems, and support organizational growth aligned with the company's mission as a top-tier credit union.

Human Resources

This department facilitates the processing, approval, and closing of mortgage loans.

Mortgage Services

This department oversees the operations and performance of various branches, ensuring effective management and service delivery.

Branch Management

The Account Management Team at Advancial focuses on cultivating and maintaining relationships with clients to ensure their banking and financial needs are met. They provide personalized service, facilitate various financial transactions and products, and work to enhance client satisfaction and loyalty.

Account Management Team

This department focuses on managing and developing relationships with clients and partners to enhance business opportunities.

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Advancial

Org chart

Teams

Marketing Team

Human Resources

Mortgage Services

Branch Management

Account Management Team

Business Relations

Offices

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Advancial

Org chart

Teams

Marketing Team

Human Resources

Mortgage Services

Branch Management

Account Management Team

Business Relations

Offices

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