Member Service Representative- Floating

Trumark Credit Union; Warrington Township (Bucks County); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Flexibility & Balance

Opportunities to Grow

Benefits That Matter

A Chance to Give Back

Job summary

Trumark Credit Union is seeking a Floating Member Service Representative to provide outstanding service across multiple branches. You will identify member financial needs, educate on products, process loan requests (excluding Home Equity and Mortgage), and support tellers while promoting digital tools.

Education: HS diploma required; 1 year banking experience preferred. Flexibility to work evenings/weekends as needed. Training and growth opportunities offered.

Qualifications

• High school diploma or equivalent required.
• At least 1 year of branch or similar banking experience.
• Strong communication and organizational abilities.
• Knowledge of banking products and systems.
• Proficiency in Microsoft Office applications.

Responsibilities

• Engage with members: Provide extraordinary service while identifying their financial needs.
• Promote solutions: Educate members on Trumark’s products, services, and programs to offer tailored financial solutions.
• Handle loan processes: Complete loan applications, process requests (excluding Home Equity and Mortgage), and assist with settlements.
• Leverage technology: Demonstrate mobile and digital banking tools to enhance member experiences.
• Support the branch: Perform teller functions, resolve escalated issues, and assist as a supervisor when needed.

Skills

Strong communication

Organizational skills

Customer service

Banking knowledge

Education

High school diploma or equivalent

Continuing education preferred

Tools

Microsoft Office

Job description

TRUMARK CREDIT UNION

Floating

TRUMARK CREDIT UNION Job Title: Member Service Representative- Floating

Department: Retail Operations

Location: Floating to Richboro, Doylestown, Warrington, Horsham, Fort Washington, Jenkintown, Chestnut Hill, Eastern North Philadelphia.

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.

Benefits

• 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

• Engage with members: Provide extraordinary service while identifying their financial needs.
• Promote solutions: Educate members on Trumark’s products, services, and programs to offer tailored financial solutions.
• Handle loan processes: Complete loan applications, process requests (excluding Home Equity and Mortgage), and assist with settlements.
• Leverage technology: Demonstrate mobile and digital banking tools to enhance member experiences.
• Support the branch: Perform teller functions, resolve escalated issues, and assist as a supervisor when needed.

What You Bring To The Table

• Education: High school diploma or equivalent required; continuing education preferred.
• Experience: At least 1 year of branch or equivalent experience with a financial institution.
• Skills:
  • Strong communication and organizational abilities.
  • Knowledge of banking products and systems.
  • Proficiency in Microsoft Office applications.
• Availability: Flexibility to work evenings, weekends, or other shifts as needed.

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!