Member Service Representative

4 days ago


Philadelphia, Pennsylvania, United States TruMark Financial Full time
Job Summary

We are seeking a highly skilled and motivated Member Service Representative to join our team at TruMark Financial Credit Union. As a key member of our Branch Operations team, you will be responsible for delivering exceptional member service and driving sales growth.

Key Responsibilities
  • Member Service: Provide personalized service to members, responding to their needs and resolving issues in a timely and professional manner.
  • Sales and Growth: Identify opportunities to sell TruMark Financial's products and services, and work with members to understand their financial needs and goals.
  • Product Knowledge: Stay up-to-date on TruMark Financial's products and services, and be able to effectively communicate their benefits and features to members.
  • Loan Processing: Process loan applications, including interviewing applicants, verifying information, and disbursing approved credit.
  • Compliance: Ensure adherence to all security and compliance policies and procedures, including red flags, fraud alerts, and audit controls.
  • Team Collaboration: Work closely with other branch staff to achieve sales and service goals, and provide support during high-volume periods.
Requirements
  • Education: High school diploma or equivalent required.
  • Experience: Minimum 1 year of branch or equivalent experience with a financial institution.
  • Skills: Excellent communication and interpersonal skills, with the ability to work effectively with members and colleagues.
  • Technical Skills: Proficiency in MS Office and ability to learn new technology systems.
Work Environment

TruMark Financial Credit Union is an equal opportunity employer and welcomes applications from diverse candidates. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.

This job description is not an employment agreement or contract, implied or otherwise. TruMark Financial Credit Union maintains 'at will' employment.



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