Member Service Representative

Self Reliance Financial Federal Credit Union; Philadelphia (Philadelphia County); On-site; USD 36,000 - 48,000; Full time

Job summary

Self Reliance Financial Federal Credit Union in Philadelphia, PA, seeks a friendly Member Service Representative to provide courteous everyday banking services, including deposits, withdrawals, payments and basic loan information.

You will answer calls and emails, guide members through digital banking, support a welcoming branch environment, and ensure compliance with policies and regulatory requirements.

Qualifications

• Excellent customer service and communication, respectful with diverse members.
• Professional phone etiquette and active listening to resolve inquiries.
• Solid computer literacy with banking software, digital platforms, and office apps.
• Basic understanding of personal banking or willingness to learn.
• Attention to detail and ability to follow procedures and regulatory guidelines.
• High school diploma or equivalent; prior banking/retail experience is beneficial.
• On-site availability in Philadelphia, PA with flexible schedule as needed.

Responsibilities

• Provide courteous, efficient everyday banking services: deposits, withdrawals, payments, and basic loan information.
• Answer phone calls and emails, guiding members through digital banking and e-services.
• Support problem resolution and identify appropriate financial products.
• Ensure adherence to policies, procedures, and regulatory requirements.
• Collaborate with branch team to maintain a welcoming environment and achieve goals.

Skills

Customer service

Communication

Phone etiquette

Active listening

Attention to detail

Reliability

Education

High school diploma

Tools

Banking software

Digital platforms

Office applications

Job description

Company Description

Self Reliance Financial Federal Credit Union provides loans, savings products, and digital banking services to support members’ financial goals. With over 31,000 members and $2 billion in assets, the credit union serves communities across Maryland, New Jersey, New York, and Pennsylvania. Regional centers in New York City and Feasterville, PA remain open and focused on delivering accessible, member-centered financial services. Rooted in tradition, the organization has supported Ukrainians and Americans for five generations while looking ahead to a stronger financial future. Member accounts are insured up to $250,000 through the National Credit Union Administration (NCUA), and the institution is an Equal Housing Lender.

Role Description

The Member Service Representative is a full-time, on-site role based in Philadelphia, PA, responsible for providing courteous and efficient service to credit union members. In this role, the representative assists members with everyday banking transactions, such as deposits, withdrawals, payments, account inquiries, and basic loan information. Daily tasks include answering phone calls, responding to emails, and guiding members through digital banking and e-services. The representative supports problem resolution, helps identify appropriate financial products, and ensures adherence to policies, procedures, and regulatory requirements. Collaboration with branch team members to maintain a welcoming environment and achieve service and operational goals is an important part of this position.

Qualifications

• Strong customer service and communication skills, with the ability to interact effectively and respectfully with diverse members.
• Professional phone etiquette and active listening skills to handle inquiries and resolve issues accurately.
• Solid computer literacy, including comfort with banking software, digital platforms, and basic office applications.
• Basic understanding of finance, personal banking, and credit union products, or willingness to learn.
• Attention to detail, reliability, and ability to follow established procedures and regulatory guidelines.
• High school diploma or equivalent; prior experience in banking, financial services, or retail customer service is beneficial.
• Ability to work on-site in Philadelphia, PA, including occasional flexibility in schedule based on branch needs.