Member Service Representative II

2 weeks ago

Downingtown, United States TruMark Financial Full time
TRUMARK FINANCIAL CREDIT UNION

JOB DESCRIPTION

Job Title: Member Service Representative II

Department: Branch Operations - Downingtown Branch

Reports To: Branch Manager

FLSA Status: Non- Exempt - S/T 70

Position Summary:

The Member Service Representative II effectively educates and uncovers member needs while delivering extraordinary member service to both existing and potential members. This role is an individual and team contributor towards achieving all sales and service goals of the branch, while ensuring a superior member experience is provided in an ethical and sound manner.

Essential Function:
  • Thoroughly understand and able to complete the Tru-Service sales conversation in competent manner.
  • Able to solve for members immediate need by having a strong understanding of TruMark's products, services and programs and the benefits that they provide.
  • Actively educates members on existing and new products and services, discussing the benefits and features and how they provide a solution to their current and future needs.
  • Able to identify new member opportunities through the TruMark at Work program, networking, community/volunteer events, etc.
  • Ensures that all policies and procedures or followed when setting up or enrolling members into new products, services or programs.
  • Has strong ability to complete loan applications, including, Interviewing loan applicants; verifying that all necessary forms are accurately completed; processes loan request with the exception of Home Equity and Mortgage applications; disburses approved credit upon member request.
  • Regularly uncovers members with investable assets and refers them accordingly to the assigned financial consultant.
  • Stays current with the usage of technology such as iPads and smart phones, demonstrating their usage to members helping the member to leverage alternative delivery channels when appropriate.
  • Periodically supports the call center during high volume periods.
  • Process all retail service transactions including all teller functions.
  • Performs duties at other branch locations when necessary.
  • Serves as the "Supervisor in Charge" in the absence of the Branch Manager and/or Assistant Branch Manager.
  • Performs duties at other branch locations when necessary, including in supervisory capacity.
  • Oversees in-school branches if necessary.
  • Assists in training and onboarding new team members.
  • Is considered a resource for branch personnel.
  • May participate in divisional and/or corporate projects.
  • Effectively handles service complaints and escalates appropriately.
  • Prevents controllable losses through strict compliance with all security and compliance policies and procedures including, but not limited to red flags, fraud alerts, Chex systems, audit control and any other loss prevention processes currently in place.
  • Performs Home Equity Settlements. Prints out Home Equity Loan Settlement Packages.
  • Maintain a minimum of a "Satisfactory" rating in all goals.
  • Remains active in credit union training programs. Complete the position's present curriculum as outlined by completing the following - credit union annual required compliance training and the supplemental courses listed within the prescribed time. Follows policy and procedure daily to ensure compliant with current regulations.
  • Required to attend Bank Secrecy Act training annually.
  • Complete all other task, assignments or functions as assigned and/or required.
Qualifications:
  • A High School diploma or equivalent, with a good mathematical aptitude.
  • Minimum of 1 year of branch or equivalent experience with a financial institution.
  • Continuing education preferred.
  • Ability to communicate professionally and effectively, both orally and in writing, with members and employees.
  • Excellent attention to detail and organizational skills with the ability to perform expeditiously and accurately without constant supervision and frequent interruption.
  • Excellent technical aptitude.
  • Ability to learn all aspects of the credit union.
  • Basic knowledge of MS Office.
  • Nature of position creates the possibility of temporary or permanent reassignments within TruMark Financials branch office network.
  • Must have conflict resolution skills.
  • Flex time may be necessary to accommodate the needs of the branch to include nights and weekends.
  • Being a team player that is considerate of other employees.
  • Ability to multi - task under pressure.
Knowledge, Skills, and Abilities
  • Strong oral and written communication skills.
  • Strong presentation skills.
  • Strong knowledge of banking products, services, and systems.
  • Knowledge of selling practices and activities.
  • Knowledge of banking principles and practices.
  • Strong computer skills in a Microsoft Windows environment including proficiency in Word and Excel.
  • Ability to speak and write clearly in order to effectively convey information so that others understand and as appropriate for the needs of the audience.
  • Ability to give full attention to what other people are saying, taking time to understand the points being made, and asking questions as appropriate.
  • Ability to manage multiple online platforms, making effective judgments as to prioritizing and time allocation.
  • Ability to work independently with little supervision.
Physical Requirements
  • Ability to sit for long periods of time up to 90% of work hours.
  • Ability to use hands to grasp, handle or feel.
  • Ability to use computer keyboard and system to enter data and process information.
  • Ability to read a computer screen at a close distance.
  • Ability to read, talk clearly so that others understand, hear, comprehend the written and spoken word, and see.
  • Ability to use telephone to communicate with others.
  • Ability to use office equipment such as personal computer, telephone, mobile device, webcam, copier, etc.
  • Ability to lift up to 10 lbs. at least 10% of work hours.
Working Conditions
  • Moderate sound as in business office with office machines, computers, and people traffic.
  • Open floor work environment.


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.

  • Financial Services Representative

    2 days ago

    Downingtown, Pennsylvania, United States S and T Bank Full time

    Job SummaryS and T Bank is seeking a highly skilled and detail-oriented Financial Services Specialist II to join our team. As a key member of our Financial Services Department, you will provide exceptional customer service and support to our clients, while also assisting our Financial Advisors in various administrative tasks.Key ResponsibilitiesProvide...

  • Financial Services Representative

    3 days ago

    Downingtown, Pennsylvania, United States OneMain Financial Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at OneMain Financial. As a Financial Services Representative, you will play a critical role in empowering customers to achieve their financial goals by providing access to responsible and affordable financing solutions.Key...

  • Customer Service Representative

    3 days ago

    Downingtown, Pennsylvania, United States Jeff D'Ambrosio Dodge Chrysler Jeep Full time

    Job Summary:We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Jeff D'Ambrosio Dodge Chrysler Jeep. As a key member of our dealership's team, you will be responsible for providing exceptional customer service to all guests and customers while also handling cashier duties.Key Responsibilities:Greet...

  • Customer Service Representative

    1 day ago

    Downingtown, Pennsylvania, United States S&T Bancorp Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at S&T Bancorp. As a key member of our retail banking team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesOperate a customer service window to provide customers with quality...

  • Customer Service Representative

    1 month ago

    Downingtown, United States Will Anderson - State Farm Agent Full time

    Job DescriptionJob DescriptionROLE DESCRIPTION:As a customer service Rep with State Farm; you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving...

  • Customer Service Representative

    4 hours ago

    Downingtown, Pennsylvania, United States Wegmans Food Markets Full time

    About Wegmans Food MarketsWe are a family-owned, mission-driven, values-based company that believes in caring, respect, empowerment, high standards, and making a difference in the community.Job SummaryWe are seeking a Customer Service Representative to join our team as a Store Shopper. As a Store Shopper, you will be responsible for utilizing the latest...

  • Customer Service Representative

    1 week ago

    Downingtown, Pennsylvania, United States Chick-fil-A Full time

    Position OverviewAt Chick-fil-A, the role of a Hospitality Team Member transcends traditional employment; it is a pathway to personal and professional growth. Working under the guidance of an independent Operator, team members acquire invaluable life skills that extend beyond simply providing exceptional service in a welcoming atmosphere. As the face of our...

  • Customer Service Representative

    1 week ago

    Downingtown, Pennsylvania, United States United Sports USA Full time

    Position OverviewWe are seeking a dedicated Customer Service Representative to join our team during the weekend evenings. This role is essential in ensuring that our guests receive exceptional service and support throughout their visit.Key ResponsibilitiesCustomer Assistance: Provide support to guests and address their inquiries effectively.Communication:...

  • Senior Customer Service Representative/Senior Account Specialist

    3 weeks ago

    Downingtown, United States AGC Chemicals Americas, Inc Full time $65,000 - $72,000

    Job DescriptionJob DescriptionThis position acts as the liaison between the customer and the organization on complex sales and customer issues. This position is responsible for delivering a high level customer experience throughout the entire sales order process, providing accurate information in a timely manner through teamwork and communication. The Senior...

  • Food Service Team Member

    6 days ago

    Downingtown, Pennsylvania, United States Aramark Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Food Service Worker to join our team at Aramark. As a Food Service Worker, you will play a critical role in ensuring the highest standards of quality in food production, sanitation, and kitchen safety practices.Key ResponsibilitiesPrepare high-quality food and baked goods according to a planned...

  • Customer Service Representative

    2 weeks ago

    Downingtown, Pennsylvania, United States United Sports Full time

    Position OverviewWe are seeking a dedicated Front Desk Attendant to join our team at United Sports. This role is crucial in ensuring a welcoming atmosphere for our guests and maintaining efficient operations.Key ResponsibilitiesCustomer Assistance: Provide support to customers, addressing inquiries and resolving issues promptly.Communication: Manage incoming...

  • Customer Service Representative

    2 weeks ago

    Downingtown, Pennsylvania, United States United Sports Full time

    Position OverviewWe are seeking a dedicated Front Desk Attendant to join our team at United Sports. This role is essential in ensuring a welcoming environment for our guests.Key ResponsibilitiesEvening and Weekend Availability: This position requires availability during weeknights and weekends.Local Candidates Preferred: Ideal candidates should reside in...

  • Customer Service Associate

    1 week ago

    Downingtown, Pennsylvania, United States Chick-fil-A Full time

    At Chick-fil-A, the role of a Hospitality Team Member transcends a mere job; it is a remarkable opportunity for personal and professional growth. Working under the guidance of an independent Operator, team members acquire invaluable life skills that extend beyond simply providing excellent service in a welcoming atmosphere. Hospitality Team Members serve as...

  • Technology Support Technician

    2 months ago

    Downingtown, United States Downingtown Area School District Full time

    Position: Technology Support Technician - Levels I and II Location: District Pay Rate: Level I: $26.51 per hour Level II: $29.33 per hour Schedule: Full-time, 12-month position (260 contract days), 7.5 hours per day, 5 days per week, based upon district-approved calendar Benefits Eligible: Yes *Effective Date: * ASAP Are you passionate about helping ALL...

  • Business Development Representative

    1 day ago

    Downingtown, Pennsylvania, United States Jeff D'Ambrosio Dodge Chrysler Jeep Full time

    Job Opportunity at Jeff D'Ambrosio Dodge Chrysler JeepJob Summary:We are seeking a highly motivated and results-driven Business Development Representative to join our team at Jeff D'Ambrosio Dodge Chrysler Jeep. As a Business Development Representative, you will play a crucial role in generating leads, scheduling appointments, and enhancing our customer...

  • Team Member

    4 months ago

    Downingtown, United States Wegmans Full time

    Description : At Wegmans, our commitment to customers is simple: Every Day You Get Our Best. Customers tell us they choose Wegmans for the helpful people in our stores and the freshest ingredients possible. As a Perishable Department team member, you will educate customers on great-tasting, healthy meals and offer help on how to prepare them. You can...

  • Restaurant Crew Member

    1 month ago

    Downingtown, United States MOD Pizza Full time

    At MOD, we believe companies can and should be a source for good in the lives of the people they employ and the communities they serve. Our purpose is measured by the positive social impact we can make together. We recognize the value in second chances. Individuals with criminal histories that are seeking stable employment as a step in their journey are...

  • Hospitality Team Member

    3 months ago

    Downingtown, United States Chick-fil-A Full time

    DescriptionAt Chick-fil-A, the Hospitality Team Member role is more than just a job, it is an opportunity. In addition to working directly for an independent Operator, the members gain life experience that goes far beyond just serving a great product in a friendly environment. Hospitality Team Members are the primary brand ambassadors for our customers...

  • Hospitality Team Member

    3 months ago

    Downingtown, United States Chick-fil-A Full time

    Description At Chick-fil-A, the Hospitality Team Member role is more than just a job, it is an opportunity. In addition to working directly for an independent Operator, the members gain life experience that goes far beyond just serving a great product in a friendly environment. Hospitality Team Members are the primary brand ambassadors for our customers...

  • Culinary Team Member

    2 weeks ago

    Downingtown, Pennsylvania, United States Kimberton Whole Foods Inc Full time

    Job OverviewJoin the Kimberton Whole Foods Commissary Kitchen as a full-time Culinary Team Member. If you have a love for preparing quality food and thrive in a dynamic kitchen environment, we offer a consistent schedule, a swift hiring process, and comprehensive benefits.Become part of our dedicated and mission-driven team at Kimberton Whole Foods, where...