Virtual Member Representative (In-person role)

Trumark Credit Union; Fort Washington (Montgomery County); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Flexible PTO

Career growth

Medical benefits

401(k) plan

Job summary

TRUMARK CREDIT UNION in Fort Washington, PA, seeks a Virtual Member Representative to deliver exceptional member experiences via phone, chat, and video.

You will assist with account inquiries, online banking, and memberships while promoting financial wellbeing and convenient digital services. This full-time, in-office role offers growth opportunities and a benefits package designed to support you and your family.

Qualifications

• High school diploma or equivalent required.
• Minimum two years of experience in a financial institution contact center or branch environment.
• Strong communication, customer service, multitasking, and computer skills; knowledge of banking products preferred.

Responsibilities

• Provide exceptional member service through phone, chat, and video interactions.
• Assist members with account inquiries, transactions, online banking, and account maintenance.
• Open new memberships and recommend products and services that support member financial wellbeing.
• Support loan applications, loan closings, and follow up on member lending needs.
• Research and resolve member concerns including fraud-related issues, disputes, and bill payer inquiries.
• Maintain compliance with credit union policies, procedures, and regulatory requirements.
• Collaborate with team members to support overall Member Service Center operations.

Skills

Customer service

Communication

Multitasking

Computer skills

Banking products

Digital banking

Education

High school diploma or equivalent

Job description

TRUMARK CREDIT UNION

Job Title: Virtual Member Representative

Department: Member Service Center

Location: Fort Washington, PA

Employment Type: Full-Time, In-Office

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 helping our members and communities thrive.

As a Virtual Member Representative, you’ll play an important role in delivering exceptional member experiences through phone, chat, and video interactions while helping members find solutions that support their financial wellbeing.

When you join us, you’ll enjoy:

• Flexibility & Balance: We understand the importance of balancing work and life and offer competitive paid time off and benefits.
• Opportunities to Grow: We invest in our employees through training, development, and career advancement opportunities.
• Benefits That Matter: Medical, dental, vision, and 401(k) benefits designed to support you and your family.
• A Purpose-Driven Culture: Be part of a team that values service, collaboration, and making a positive impact in our communities.

What You’ll Do

• Provide exceptional member service through phone, chat, and video interactions.
• Assist members with account inquiries, transactions, online banking, and account maintenance.
• Open new memberships and recommend products and services that support member financial wellbeing.
• Support loan applications, loan closings, and follow up on member lending needs.
• Research and resolve member concerns including fraud-related issues, disputes, and bill payer inquiries.
• Maintain compliance with credit union policies, procedures, and regulatory requirements.
• Collaborate with team members to support overall Member Service Center operations.

What You Bring To The Table

Education: High school diploma or equivalent required.

Experience: Minimum of two years of experience in a financial institution contact center or branch environment.

Skills: Strong communication, customer service, multitasking, and computer skills. Knowledge of banking products, services, and digital banking platforms preferred.

Availability: This is a full-time, in-office position located in Fort Washington, PA.

What To Expect After You Apply

• Application Review: We’ll carefully review your application to ensure it meets the role qualifications.
• Phone Screening: If selected, you’ll participate in an initial conversation with Talent Acquisition.
• Interview Process: Qualified candidates will meet with hiring leaders and team members.
• Final Decision: Well communicate updates and next steps throughout the process.

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 interest!