Member Service Representative II- Floating

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

Job summary

A credit union is seeking a Member Service Representative II to engage with members and provide exceptional service. Responsibilities include promoting tailored financial solutions, handling loan processes, and leveraging technology to enhance member experiences. The successful candidate will possess strong communication skills, a high school diploma, and at least one year of experience in the financial industry. This on-site position offers flexibility with shifts and opportunities for professional growth, along with a robust benefits package.

Qualifications

• At least 1 year of experience with a financial institution.
• Flexibility to work evenings, weekends, or other shifts as needed.

Responsibilities

• Provide extraordinary service while identifying financial needs.
• Educate members on products and services.
• Complete loan applications and process requests.
• Demonstrate mobile and digital banking tools.
• Assist as a supervisor when needed.

Skills

Strong communication abilities

Organizational skills

Knowledge of banking products and systems

Proficiency in Microsoft Office applications

Education

High school diploma or equivalent

Job description

Career Opportunities at TruMark Financial

Position: Member Service Representative II- Floating

Location: 1884 S. State Road

Remote Status: On-Site

Job Id: 987

# of Openings: 1

Member Service Representative II-Floating

Location: Floating to Upper Darby, Springfield, Phoenixville, Trooper, Downingtown, West Chester, Gateway, Malvern

Company: TruMark Financial Credit Union

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 Financial, 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.

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

Ready to Apply?

If you’re excited about joining a supportive and mission-driven team, apply now!

Equal Opportunity Employer
TruMark Financial Credit Union is an equal-opportunity employer and values diversity at our company. We encourage applicants from all backgrounds to apply.

All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.

This job description is not an employment agreement or contract, implied or otherwise. TruMark Financial Credit Union maintains “at will” employment.

This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. TruMark Financial Credit Union reserves the right to modify duties or job descriptions at any time. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak periods, or otherwise balance the workload.

TruMark Financial Credit Union is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.

TruMark Financial Credit Union commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon TruMark Financial Credit Union. The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position or may be encountered while performing essential functions. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting TruMark Financial Credit Union’s Human Resources Department.