Member Service Representative II

Trumark Credit Union; Malvern (Chester County); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Flexible schedules

Career development

Health benefits

401(k) matching

Paid time off

Job summary

Trumark Credit Union in Malvern, PA seeks a friendly Member Service Representative II to guide members through financial needs, open accounts, process transactions, and promote Trumark’s banking solutions. You’ll work at the Malvern Branch with a focus on service excellence, teamwork, and timely problem solving.

Flexibility for evenings/weekends and opportunity to grow within a community-focused credit union.

Qualifications

• 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

Banking products knowledge

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Trumark Credit Union

Job Title: Member Service Representative II

Department: Malvern Branch

Location: 595 North Morehall Road

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

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