Transactional Member Service Representative jobs in United States
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TruMark Financial Credit Union · 1 week ago

Transactional Member Service Representative

TruMark Financial Credit Union is dedicated to building a better future for its members and team. They are seeking a Transactional Member Service Representative to provide exceptional customer service, process transactions, and resolve member issues while maintaining operational excellence.

BankingFinancial Services

Responsibilities

Provide exceptional customer service: Assist members with their financial needs and answer inquiries about products and services
Process transactions accurately: Handle deposits, withdrawals, and payments while ensuring compliance with policies and procedures
Cross-sell products and services: Educate members on TruMark’s offerings and recommend solutions that meet their financial goals
Resolve member issues: Address concerns and find effective resolutions in a timely and professional manner
Maintain operational excellence: Ensure cash drawers are balanced, transactions are completed efficiently, and records are kept organized

Qualification

Customer serviceTechnologyAttention to detailProblem-solvingCommunication

Required

High school diploma or GED required
Strong communication
Attention to detail
Proficiency in technology
A positive attitude
Problem-solving mindset
Flexible hours, including evenings and Saturdays, may be required

Preferred

Associate degree in business or a related field preferred
Customer service, retail, or banking preferred

Benefits

Health, dental, vision, a 401(k) with matching, and even paid time off

Company

TruMark Financial Credit Union

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Trumark Financial Credit Union provides savings, transaction, and credit services.

Funding

Current Stage
Growth Stage

Leadership Team

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Kelly Botti
President and Chief Executive Officer
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Vincent Market
Executive Vice President / Chief Operating Officer
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Company data provided by crunchbase