Member Service Representative II

Trumark Credit Union; North Wales (Montgomery County); In loco; USD 36.000 - 48.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexibility & Balance

Opportunities to Grow

Benefits That Matter

A Chance to Give Back

Descrizione del lavoro

Trumark Credit Union is seeking a Member Service Representative II to join our on-site team at 1200 Welsh Road in North Wales, PA. You will deliver exceptional member service, process routine transactions, and promote our banking solutions to meet member needs.

Ideal candidates have at least 1 year of branch experience, strong communication skills, and knowledge of banking products and systems. This full-time role offers growth opportunities, a supportive team, and work-life balance through

Competenze

• Strong communication and organizational abilities required.
• Knowledge of banking products and systems beneficial.
• Proficiency in Microsoft Office applications preferred.

Mansioni

• Engage with members and provide extraordinary service while identifying their financial needs.
• Promote Trumark’s products, services, and programs to offer tailored financial solutions.
• Handle loan processes including applications and settlements (excluding Home Equity and Mortgage).
• Demonstrate mobile and digital banking tools to members.
• Support the branch by performing teller functions and assisting as a supervisor when needed.

Conoscenze

Strong communication

Organizational abilities

Banking products knowledge

Banking systems knowledge

MS Office proficiency

Formazione

High school diploma or equivalent

Descrizione del lavoro

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!