Member Service Representative II

TruMark Financial Credit Union; Warrington Township (Bucks County); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Flexibility

Growth opportunities

Benefits

Community impact

Job summary

Trumark Credit Union in Warrington, PA is seeking a Member Service Representative II to join our Warrington Branch team. This on-site, full-time role involves engaging with members, promoting solutions, processing loans (excluding Home Equity and Mortgage), and supporting branch operations with technology tools.

Ideal candidates will have 1+ year of financial experience, strong communication, and knowledge of banking products. Flexibility to work evenings and weekends is a plus.

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.

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

Organization

Banking products

Banking systems

MS Office

Education

High school diploma

Tools

MS Office

Job description

Position:Member Service Representative II

Location: 875 Easton Road

Warrington, PA

Remote Status: On-Site

Job Id:1079

# of Openings:1

Trumark Credit Union

Job Title: Member Service Representative II

Department:Warrington Branch

Location:875 Easton Road Warrington, PA, 18976

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 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!