Member Service Representative II- Floating

Trumark Credit Union; Levittown (PA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Flexible schedules

Career growth opportunities

Health, dental, vision, 401(k) with-m

Paid time off

Job summary

Trumark Credit Union in Levittown seeks a Member Service Representative II- Floating to join our team. You will interact with members across multiple locations, provide exceptional service, and identify their financial needs.

This full-time role offers flexible scheduling, opportunities for training and advancement, and a benefits package including health/dental/vision and a 401(k) match. You will also support teller functions and assist with loan processes.

Qualifications

• High school diploma or equivalent is required.
• At least 1 year of branch or financial institution experience.
• Excellent communication and organizational skills.
• Knowledge of banking products and systems; proficiency in Microsoft Office.

Responsibilities

• Engage with members to provide extraordinary service and identify financial needs.
• Promote Trumark’s products and programs to offer tailored solutions.
• Handle loan processes, complete applications, and assist with settlements as needed.
• Demonstrate digital banking tools and support branch operations, including teller duties.

Skills

Strong communication

Organizational abilities

Knowledge of banking products

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

TRUMARK CREDIT UNION

TRUMARK CREDIT UNION

Job Title: Member Service Representative II- Floating

Department: Levittown Branch

Location: Floating to South Philadelphia, Northeast Philadelphia, Center City, Plymouth Meeting Bensalem, North Wales, Parkwood, Levittown

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.