Transactional Member Service Representative

TruMark Financial Credit Union; Philadelphia (Philadelphia County); On-site; USD 35,000 - 50,000; Full time

Job summary

TruMark Financial Credit Union seeks a Transactional Member Service Representative to join their Retail Division. This full-time position involves delivering excellent member service, executing banking transactions, and ensuring compliance with policies. Ideal candidates will possess a high school diploma, communication skills, and a customer service background.

Benefits

Health, dental, and vision insurance

401(k) with matching

Paid time off

Flexible schedules

Training and development opportunities

Qualifications

• 1+ years in a financial institution or customer-facing role preferred.

Responsibilities

• Perform routine teller transactions including deposits, withdrawals, loan payments, and check cashing.
• Follow all policies, procedures, and regulatory requirements during each transaction.
• Assist members with account maintenance and requests.

Skills

Strong communication

Attention to detail

Comfort using banking systems and digital tools

Education

High school diploma or GED

Job description

Job Title : Transactional Member Service Representative

Department : Retail Division

Location : 7350 Large St, Philadelphia, PA 19152

Employment Type : Full-Time

FLSA Status : Non-Exempt S / T40

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 are not just about banking, we are about building a better future for our members and our team.

When you join us, you will enjoy :

Flexibility and Balance

We offer flexible schedules and time off so you can thrive at work and in life.

Opportunities to Grow

We invest in your career from day one with training, development, and advancement paths.

Benefits That Matter

Health, dental, vision, 401(k) with matching, paid time off, and more.

A Purpose-Driven Mission

Help members achieve financial well-being while working in a collaborative and supportive environment.

What You'll Do

As a Transactional Member Service Representative, you will provide reliable and accurate service to members during everyday banking transactions :

Support member needs

Perform routine teller transactions including deposits, withdrawals, loan payments, and check cashing.

Ensure accuracy and compliance

Follow all policies, procedures, and regulatory requirements during each transaction.

Provide account support

Assist members with account maintenance and basic service requests.

Guide members in using mobile banking and self-service options as needed.

Balance cash drawer daily and follow proper cash handling procedures.

What You Bring to the Table

Education

High school diploma or GED required.

Experience

At least one year of experience in a financial institution or similar customer-facing role preferred.

Skills

Strong communication, attention to detail, and comfort using banking systems and digital tools.

Flexibility

Willingness to work evenings, Saturdays, and travel within the branch network 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 are excited about joining a supportive and mission-driven team, apply now and start your journey with TruMark Financial.

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 or nationality, ancestry, religion or 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.

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