Member Relationship Manager

1 week ago


Jenkintown, Pennsylvania, United States TruMark Financial Full time
About the Role

We are seeking a highly skilled Member Relationship Manager to join our team at TruMark Financial. As a key member of our branch staff, you will be responsible for building strong relationships with our members and providing exceptional service.

Key Responsibilities:
  • Develop and implement strategies to improve member satisfaction and loyalty.
  • Conduct regular reviews with members to understand their financial needs and provide personalized recommendations.
  • Work closely with cross-functional teams to ensure seamless delivery of member services.
  • Identify opportunities to upsell and cross-sell products and services to members.
  • Maintain accurate records and reports, ensuring compliance with regulatory requirements.
Requirements:
  • Bachelor's degree in Business, Finance, or related field (or equivalent experience).
  • Minimum 2 years of experience in banking or financial services.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Familiarity with MS Office and other software applications.
  • Salary: $55,000 - $70,000 per annum, depending on experience.


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