Member Service Center Representative

TruMark Financial Credit Union; Fort Washington (Montgomery County); On-site; USD 36,000 - 46,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with matching

Paid time off

Job summary

TruMark Financial Credit Union in Fort Washington, PA is seeking a Member Service Center Representative to support inbound and outbound member inquiries with professionalism and care.

The role emphasizes accurate data handling, product promotion, and teamwork in a busy call center.

Qualifications

• High school diploma or equivalent.
• Six months of call center or branch experience.
• Strong communication, problem-solving, and multitasking abilities.
• Proficiency in Microsoft Office (Word, Excel).
• Knowledge of banking principles and customer service standards.

Responsibilities

• Providing exceptional service for inbound and outbound member inquiries in a professional and courteous manner.
• Troubleshooting member issues and delivering effective solutions.
• Verifying member information and maintaining accurate records.
• Promoting and cross-selling products to meet members' financial needs.
• Proactively staying updated on Trumark products, services, and training programs.
• Assisting with new product or procedure implementation and completing additional tasks as assigned.

Skills

Communication

Problem-solving

Multitasking

Microsoft Office

Banking knowledge

Education

High School Diploma

Tools

Microsoft Word

Microsoft Excel

Job description

Position:Member Service Center Representative

Location: 335 Commerce Drive

Fort Washington, PA

Job Id:1043

# of Openings:4

TRUMARK CREDIT UNION

Job Title:Member Service Center Representative

Department:Member Service Center (Call Center)
Location: 335 Commerce Drive Fort Washington, PA
Employment Type:Full-Time

Join Our Team and Make a Difference!

Looking for a workplace that values your growth, supports your goals, and makes a real impact? At Trumark, we’re not just about banking—we’re about building a better future for our members and our team.

When you join us, you’ll enjoy:

• Flexibility & Balance:We get it—life is busy. We offer flexible schedules and time off so you can thrive at work and in life.
• Opportunities to Grow:From day one, we invest in your career with training, development, and room to advance.
• Benefits That Matter:Health, dental, vision, a 401(k) with matching, and paid time off—because we care about you.
• A Chance to Give Back:Be part of something bigger by helping our members and communities achieve their goals.

What You’ll Do

As aMember Service Center Representative, you’ll play a vital role in our members' financial journeys by:

• Providing exceptional service for inbound and outbound member inquiries in a professional and courteous manner.
• Troubleshooting member issues and delivering effective solutions.
• Verifying member information and maintaining accurate records.
• Promoting and cross-selling products to meet members' financial needs.
• Proactively staying updated on Trumark products, services, and training programs.
• Assisting with new product or procedure implementation and completing additional tasks as assigned.

What You Bring to the Table

• Education:High school diploma or equivalent required.
• Experience:Six months of call center or branch experience with a financial institution preferred.
• Skills:
  • Strong communication, problem-solving, and multitasking abilities.
  • Proficiency in Microsoft Office (Word, Excel).
  • Knowledge of banking principles and customer service standards.
• Availability:Flexible schedule to meet the hours of operation (Mon-Fri: 7:30 a.m.–7:00 p.m.; Sat 8:30 a.m.–1:00 p.m.).

What to Expect After You Apply

• Application Review:We’ll carefully review your application to ensure it meets the role's qualifications.
• Phone Screening:If selected, you’ll participate in a brief call to discuss your skills and experience.
• Interview:Shortlisted candidates will be invited for an in-depth interview with our team.
• Final Decision:After interviews, we’ll notify you of the outcome and next steps.

We strive to keep you informed throughout the process and appreciate your time and effort!