Member Service Representative II

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

Benefits offered by this job

Flexible schedules

Health, dental, and vision insurance

401(k) with matching

Paid time off

Career training and development

Job summary

TruMark Financial Credit Union is seeking a Member Service Representative II to engage with members and provide tailored financial solutions. This role involves customer interaction, handling loan processes, and leveraging technology to enhance member experiences. Candidates should have a high school diploma, at least 1 year of experience in a financial institution, and strong communication skills. The position offers full-time employment with benefits like health insurance, 401(k) matching, and opportunities for growth.

Qualifications

• High school diploma or equivalent required; continuing education preferred.
• At least 1 year of branch or equivalent experience with a financial institution.
• Flexibility to work evenings, weekends, or other shifts as needed.

Responsibilities

• Provide extraordinary service while identifying members' financial needs.
• Educate members on Trumark’s products, services, and programs.
• Complete loan applications, process requests, and assist with settlements.
• Demonstrate mobile and digital banking tools.
• Perform teller functions, resolve escalated issues, and assist as a supervisor.

Skills

Strong communication and organizational abilities

Knowledge of banking products and systems

Proficiency in Microsoft Office applications

Education

High school diploma or equivalent

Continuing education preferred

Job description

Position: Member Service Representative II

Location: 1884 S. State Road

Remote Status: On-Site

Job Id:1021

# of Openings:1

Trumark Credit Union

Job Title: Member Service Representative II

Location: 7350 Large Street Philadelphia PA 19154
Employment Type: Full-Time

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.

Responsibilities

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.

Qualifications

• 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.