Member Service Representative II

TruMark Financial Credit Union; North Wales (Montgomery County); On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Flexibility & balance

Growth opportunities

Benefits package

Paid time off

Job summary

Trumark Credit Union in Montgomery County, PA is seeking a Member Service Representative II to join our on-site team at 1200 Welsh Road. You will help members with financial needs and promote our banking solutions.

You’ll perform teller functions, support branch operations, and engage members to deliver tailored financial services. Availability for evenings/weekends and growth opportunities are part of the role.

Qualifications

• High school diploma or equivalent required; continuing education preferred.
• At least 1 year of branch or equivalent experience with a financial institution.
• 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

Communication skills

Organizational skills

Banking product knowledge

Microsoft Office

Education

High school diploma or equivalent

Job description

Position:Member Service Representative II

Location: 1200 Welsh Road

Remote Status: On-Site

Job Id:1088

# of Openings:1

Trumark Credit Union

Job Title: Member Service Representative II

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.

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

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