Member Service Representative

Trumark Credit Union; Conshohocken (Montgomery County); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with matching

Paid time off

Job summary

Trumark Credit Union is seeking a Member Service Representative at the Plymouth Meeting Branch in Conshohocken, PA. The role involves assisting members with financial needs and handling transactions with accuracy.

Applicants should have a high school diploma or GED, with 1+ years in customer service or banking. Flexible hours, including evenings and Saturdays, are available to fit work-life balance.

Qualifications

• High school diploma or GED required; associate degree in business or related field preferred.
• 1+ years of customer service, retail, or banking experience preferred.
• Strong communication, attention to detail, and tech proficiency are essential.

Responsibilities

• Provide exceptional customer service and assist members with financial needs.
• Process deposits, withdrawals, and payments accurately and in line with policies.
• Cross-sell products and educate members on offerings to meet their goals.
• Resolve member issues promptly with professional and friendly service.
• Maintain balanced cash drawers and organized records.

Skills

Communication

Attention to detail

Tech proficiency

Education

High school diploma or GED

Associate degree preferred

Job description

TRUMARK CREDIT UNION

Job Title: Member Service Representative

Department: Plymouth Meeting Branch

Location: 1920 Butler Pike, Conshohocken, PA, 19428

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 even 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

• Provide exceptional customer service: Assist members with their financial needs and answer inquiries about products and services.
• Process transactions accurately: Handle deposits, withdrawals, and payments while ensuring compliance with policies and procedures.
• Cross-sell products and services: Educate members on Trumark’s offerings and recommend solutions that meet their financial goals.
• Resolve member issues: Address concerns and find effective resolutions in a timely and professional manner.
• Maintain operational excellence: Ensure cash drawers are balanced, transactions are completed efficiently, and records are kept organized.

What You Bring To The Table

Education: High school diploma or GED required; associate degree in business or a related field preferred.

Experience: 1+ years of experience in customer service, retail, or banking preferred.

Skills: Strong communication, attention to detail, and proficiency in technology. A positive attitude and problem-solving mindset are essential.

Availability: Flexible hours, including evenings and Saturdays, may be required.

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.

References:

Please be aware that candidates may be asked to schedule reference calls as part of the employment consideration process.