Member Service Pro II - Growth & Flexible Scheduling

TruMark Financial Credit Union; Upper Darby (Delaware County); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Flexible schedules

Health, dental, and vision insurance

401(k) with matching

Paid time off

Career training and development

Job summary

TruMark Financial Credit Union is seeking a Member Service Representative II to engage with members and provide tailored financial solutions. This role involves customer interaction, handling loan processes, and leveraging technology to enhance member experiences. Candidates should have a high school diploma, at least 1 year of experience in a financial institution, and strong communication skills. The position offers full-time employment with benefits like health insurance, 401(k) matching, and opportunities for growth.

Qualifications

• High school diploma or equivalent required; continuing education preferred.
• At least 1 year of branch or equivalent experience with a financial institution.
• Flexibility to work evenings, weekends, or other shifts as needed.

Responsibilities

• Provide extraordinary service while identifying members' financial needs.
• Educate members on Trumark’s products, services, and programs.
• Complete loan applications, process requests, and assist with settlements.
• Demonstrate mobile and digital banking tools.
• Perform teller functions, resolve escalated issues, and assist as a supervisor.

Skills

Strong communication and organizational abilities

Knowledge of banking products and systems

Proficiency in Microsoft Office applications

Education

High school diploma or equivalent

Continuing education preferred

Job description

TruMark Financial Credit Union is seeking a Member Service Representative II to engage with members and provide tailored financial solutions. This role involves customer interaction, handling loan processes, and leveraging technology to enhance member experiences. Candidates should have a high school diploma, at least 1 year of experience in a financial institution, and strong communication skills. The position offers full-time employment with benefits like health insurance, 401(k) matching, and opportunities for growth.