Universal Banker- Teller and Sales - Philadelphia, United States - TruMark Financial Credit Union

TruMark Financial Credit Union
TruMark Financial Credit Union
Verified Company
Philadelphia, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

TRUMARK FINANCIAL CREDIT UNION

TruMark Financial Credit Union is one of the top trusted financial partners in Pennsylvania worth $3 billion in assets. We proudly serve more than 141,000 members throughout Southeastern Pennsylvania. We are looking for a qualified
Member Service Representatives to help guide and support our members to achieve their financial well-being and continued growth.


We offer our employees:

  • Work Life Balance
  • Competitive Compensation
  • Collaborative team environment
  • Inclusive workplace Culture
  • Stability
  • Professional Development Opportunities/Continued Growth
  • Rewards & Recognition
  • Robust Medical Benefits Package
  • Retirement Plan 100% match up to five percent
  • Paid Time Off & 10 Federal Paid Holidays
  • Paid time to Volunteer.
  • Tuition Reimbursement

TruMark Financial Credit Union is looking for the right person to support our growth
Do you enjoy building relationships?

Do you enjoy listening and helping others?

Do you have a great attitude and desire to do well?

IF you said YES to all, we want to talk with you


About the Role

Job Title
:
Member Service Representative

Department
:
Branch Operations - South Philadelphia

Reports To
:
Branch Manager

FLSA Status
:
Non-Exempt

Position Summary:

Effectively educates and uncovers member needs while delivering extraordinary member service to both existing and potential members.

This role is an individual and team contributor towards achieving all sales and service goals of the branch, while ensuring a superior member experience is provided in an ethical and sound manner.


Essential Functions:


  • Thoroughly understand and able to complete the Tru-Service sales conversation in competent manner.
  • Able to solve for members immediate need by having a strong understanding of TruMark's products, services and programs and the benefits that they provide.
  • Actively educates members on existing and new products and services, discussing the benefits and features and how they provide a solution to their current and future needs.
  • Able to identify new member opportunities through the TruMark at Work program, networking, community/volunteer events, etc.
  • Insures that all policies and procedures or followed when setting up or enrolling members into new products, services or programs.
  • Regularly uncovers members with investable assets and refers them accordingly to the assigned financial consultant.
  • Stays current with the usage of technology such as iPads and smart phones, demonstrating their usage to members helping the member to leverage alternative delivery channels when appropriate.
  • Periodically supports the call center during high volume periods
  • Process all retail service transactions including all teller functions
  • Performs duties at other branch locations when necessary.
  • Effectively handles service complaints and escalates appropriately
  • Prevents controllable losses through strict compliance with all security and compliance policies and procedures including, but not limited to red flags, fraud alerts, Chex systems, audit control and any other loss prevention processes currently in place.
  • Performs Home Equity Settlements. Prints out Home Equity Loan Settlement Packages.
  • Maintain a minimum of a "Satisfactory" rating in all goals.
  • Remains active in credit union training programs. Complete the position's present curriculum as outlined by completing the following credit union annual required compliance training and the supplemental courses listed within the prescribed time. Follows policy and procedure daily to ensure compliant with current regulations.
  • Required to attend Bank Secrecy Act training annually
  • Complete all other task, assignments or functions as assigned and/or required.

Qualifications:


  • A High School diploma or equivalent, with a good mathematical aptitude.
  • Minimum of 1 year of branch or equivalent experience with a financial institution.
  • Continuing education preferred.
  • Ability to communicate professionally and effectively, both orally and in writing, with members and employees.
  • Excellent attention to detail and organizational skills with the ability to perform expeditiously and accurately without constant supervision and frequent interruption.
  • Excellent technical aptitude.
  • Ability to learn all aspects of the credit union.
  • Basic knowledge of MS Office.
  • Nature of position creates the possibility of temporary or permanent reassignments within TruMark Financial's branch office network.
  • Must have conflict resolution skills.
  • Flex time may be necessary to accommodate the needs of the branch to include nights and weekends.
  • Being a team player that is considerate of other employees.
  • Ability to multi task under pressure.

Language Skills:

Ability to read, analyze, and interpret compensation, tax, financial, legal, regulatory reports and documents. Ability to respond to common inquiries or complaints from members, regulato
More jobs from TruMark Financial Credit Union
See all jobs of TruMark Financial Credit Union