Member Service Representative

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

Benefits offered by this job

Flexible schedules

Health, dental, vision insurance

401(k) with matching

Paid time off

Job summary

A financial institution in Philadelphia is seeking a Member Service Representative to assist members with their financial needs and process transactions. This role involves exceptional customer service, resolving member issues, and maintaining operational excellence. Candidates should have a high school diploma or GED, with a preference for those with business-related education. Strong communication and attention to detail are essential skills. Flexible hours are required, including evenings and Saturdays.

Qualifications

• 1+ years of experience in customer service, retail, or banking preferred.
• Flexible hours, including evenings and Saturdays, may be required.

Responsibilities

• Assist members with their financial needs and answer inquiries about products and services.
• Handle deposits, withdrawals, and payments while ensuring compliance with policies and procedures.
• Educate members on TruMark’s offerings and recommend solutions that meet their financial goals.
• Address concerns and find effective resolutions in a timely and professional manner.
• Ensure cash drawers are balanced, transactions are completed efficiently, and records are kept organized.

Skills

Strong communication

Attention to detail

Proficiency in technology

Positive attitude

Problem-solving mindset

Education

High school diploma or GED

Associate degree in business or related field

Job description

Job Title: Member Service Representative

Department: Market Street Branch

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 Financial, 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

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

• 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.

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

Ready to Apply?

If you’re excited about joining a supportive and mission-driven team, apply now and start your journey with TruMark Financial!