Virtual Member Representative (In-person role)

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

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 As a Virtual Member Representative, you’ll play a vital role in supporting our members’ financial journeys:

• 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

1. Application Review: We’ll carefully review your application to ensure it meets the role qualifications.
2. Phone Screening: If selected, you’ll participate in an initial conversation with Talent Acquisition.
3. Interview Process: Qualified candidates will meet with hiring leaders and team members.
4. Final Decision: We’ll 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! Ready to Apply? If you’re excited about joining a supportive and member-focused team, apply now and start your journey with Trumark Credit Union!