Member Service Representative

1 week ago


Springfield, Pennsylvania, United States TruMark Financial Full time
Job Title: Member Service Representative

At TruMark Financial, we're seeking a highly skilled and dedicated Member Service Representative to join our team. As a key member of our Branch Operations department, you will play a vital role in delivering exceptional member service and driving sales growth.

Key Responsibilities:
  • Provide personalized service to members, understanding their needs and preferences to deliver tailored solutions.
  • Effectively communicate product and service offerings, highlighting benefits and features to meet member needs.
  • Identify and capitalize on new member opportunities through proactive outreach and engagement.
  • Process loan applications, including interviewing applicants, verifying forms, and disbursing approved credit.
  • Stay up-to-date with technology, leveraging iPads and smartphones to enhance member experience and promote alternative delivery channels.
  • Support the call center during high-volume periods and process retail service transactions, including teller functions.
  • Perform duties at other branch locations as needed and maintain a high level of customer satisfaction.
Requirements:
  • A high school diploma or equivalent, with a strong mathematical aptitude.
  • Minimum 1 year of branch or equivalent experience in a financial institution.
  • Continuing education preferred, with a focus on credit union training programs.
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Strong attention to detail and organizational skills, with the ability to multitask under pressure.
  • Basic knowledge of MS Office and ability to learn all aspects of the credit union.
Language Skills:

Ability to read, analyze, and interpret financial reports and documents, with excellent written and verbal communication skills.

Physical Requirements:

Must be able to stand, walk, sit, and use standard office equipment, with occasional lifting of up to 30 pounds.

Work Environment:

Must be able to work in a fast-paced, dynamic environment, with a focus on delivering exceptional member service and driving sales growth.



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