Jobs
>
Springfield

    Member Service Representative - Springfield, United States - TruMark Financial

    TruMark Financial
    TruMark Financial Springfield, United States

    1 week ago

    Default job background
    Description

    TRUMARK FINANCIAL CREDIT UNION
    *Job Title: Member Service Representative**Department: Branch Operations - Springfield**Reports To: Branch Manager**FLSA Status: Non-Exempt


    Position Summary:


    The Member Service Representative (MSR) 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.

    Has strong ability to complete loan applications, including, Interviewing loan applicants; verifying that all necessary forms are accurately completed; processes loan request with the exception of Home Equity and Mortgage applications; disburses approved credit upon member request.

    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 Financials' 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, regulatory agencies, or members of the business community. Ability to effectively present job related information to employees.


    Physical Requirements:


    The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job.

    Must be available and willing to travel to such locations and with such frequency as the employer determines is necessary or desirable to meet its business needs.

    Must possess sufficient manual dexterity to skillfully operate standard office equipment including but not limited to:
    a computer, typewriter, adding machine, facsimile machine, photocopier, and telephone. A telephone device to enhance hearing will be provided if needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    While performing the duties of this job, the employee is occasionally required to stand; walk, sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell.

    The employee must occasionally lift and/or move up to 30 pounds.

    Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.


    Work Environment:


    Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

    Employees must be able to relate to other people beyond giving and receiving instructions:
    (a) can get along with co-workers or peers without exhibiting behavioral extremes; (b) perform work activities requiring negotiating, instructing, supervising, persuading or speaking with others; and (c) respond appropriately to criticism from a supervisor. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Marriott International, Inc Philadelphia, United States

    **Número de Empleo** · **Categoría de Empleo** Rooms & Guest Services Operations · **Ubicación** Philadelphia Airport Marriott, 1 Arrivals Road Terminal B, Philadelphia, Pennsylvania, United States VER EN MAPA · **Horario** Full-Time · **¿Ubicación remota?** N · **¿Reubicación?* ...


  • Marriott International, Inc Philadelphia, United States

    **Número de Empleo** · **Categoría de Empleo** Rooms & Guest Services Operations · **Ubicación** Philadelphia Airport Marriott, 1 Arrivals Road Terminal B, Philadelphia, Pennsylvania, United States VER EN MAPA · **Horario** Full-Time · **¿Ubicación remota?** N · **¿Reubicación?* ...


  • Ryan Brewington - State Farm Agent Clifton Heights, United States

    **Benefits**: · - Bonus based on performance · - Free food & snacks · - Training & development · Position Overview · State Farm Insurance Agent located in Delaware County, PA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for ...


  • Ty Gittens - State Farm Agent Drexel Hill, United States

    **Overview**: · Are you ready to join a dynamic team that's been making waves since 2016? Look no further Our agency is expanding, and we're seeking passionate individuals to join us on our journey. With an office in Pennsylvania and a presence in New Jersey and Delaware - we off ...


  • Prestige Party Rental Prospect Park, United States

    Enter quotes, reservations and invoices. · Organize and maintain files and documents. · Pay: From $20.00 per hour · Experience level: · - 1 year · Shift: · - 8 hour shift · Weekly day range: · - Monday to Friday · Work setting: · - In-person · - Office · Ability to Commute: · - P ...


  • All Event Party Rental Sharon Hill, United States

    Pay: $ $20.00 per hour · Expected hours: 40 per week · **Benefits**: · - Health insurance · Experience level: · - No experience needed · Shift: · - 8 hour shift · - Day shift · Weekly day range: · - Monday to Friday · Work setting: · - In-person · - Office · Work Location: In per ...


  • Main Line Health Media, United States

    **Description**: · Could you be our next Patient Services Representative at Riddle Hospital? · **Why work as a Patient Services Rep with Main Line Health?** · - **_Make an Impact_** Be an Integral Member of our Organization As a PSR, you are the first person to make a GREAT impre ...


  • Violet and Brooks Media, United States

    Do you love fashion, enjoy serving customers and talking on the phone? If you'd thrive in a small business environment where you can be sure your contributions will make a difference, we want to hear from you · Duties include ( but not limited to): · - Provide excellent customer ...


  • Xactus Broomall, United States

    **WHO WE ARE**: · Xactus (pronounced 'Zac-tus') is the leading verification innovator for the mortgage industry. We have over 6,500 clients ranging from the largest bank and non-bank mortgage originators to credit unions and mortgage brokers. With 12 operation centers across the ...


  • Planet Fitness Woodlyn, United States

    **Part · - Time: Starting at $11.00 per hour.** · **Hourly increases at 180 days, 1 year and every 6 months, after the first year, based on anniversary date.** · Are you looking for a **_fun and rewarding_** place to work? National Fitness Partners (NFP) serves more than one mill ...


  • Paramount Consulting Group INC Bala-Cynwyd, United States

    At Paramount Consulting Group, we have an innovative team that provides new marketing strategies for the natural energy industry. We are currently hiring like-minded Client Service Representatives to join our Philadelphia office. · **THIS IS NOT A REMOTE POSITION** · **RESPONSIBI ...


  • Fidelity Investments Villanova, United States

    **Financial Services Representative** · Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a fut ...


  • KHAFRA Aston, United States

    Aston, PA · - Job Description:_ Provides prompt and professional service to clients/customers and supports the achievement of regional goals. Determines the nature of customer call requests responds with the appropriate course of action and documents all transactions by using the ...


  • Legionaires Limited Villanova, United States

    **About us** · Legionaires Limited is a small business in King Of Prussia, PA. We are professional, agile, and our goal is to Unlock skills and potential in people that they didn't even know they had. · Our work environment includes: · - Modern office setting · - Food provided · ...


  • VCA Animal Hospitals Philadelphia, United States

    **Seeking a Part Time Client Service Representative** · **VCA **Cat Hospital of Philadelphia** is seeking an **Experienced Client Service Representative **to join** **our team** **full time We are located in Philadelphia, PA and our team has a shared devotion to provide progressi ...


  • Pediatric Dental Associates Philadelphia, United States

    **Compensation**:starting at $16-$18/hour (based on experience) · Could you be our next Patient Services Representative? Pediatric Dental Associates has an immediate opening for a Patient Services Representative in our Philadelphia, PA location · **Why join our team as a Patient ...


  • LA Inc Philadelphia, United States

    **Patient Service Representative** · **Pay Rate: $18-20/Hour** · The **Patient Service Representative** is primarily responsible for contacting and interviewing patients prior to their appointments. This includes obtaining medical and surgical history. The position also requires ...


  • Ahida Garcia - State Farm Agent Philadelphia, United States

    Are you passionate about helping others and providing top-notch customer service? Do you thrive in a dynamic and fast-paced environment? If so, we have an exciting opportunity for you Join the Ahida Garcia State Farm Agency as a Sales Representative and become an integral part of ...


  • SP Plus Corporation Philadelphia, United States

    Overview: · SP+ is driven by Our Promise, "Making Every Moment Matter for a World on the Go." Our team understands that time is scarce, so we are intentional about putting ourselves in the shoes of those we serve. The result is a unique combination of talented people and industry ...


  • PROFITSYNC INC Philadelphia, United States

    **Benefits**: · - Bonus based on performance · - Company parties · - Competitive salary · - Employee discounts · - Flexible schedule · - Free uniforms · - Opportunity for advancement · - Profit sharing · - Training & development · **Benefits/Perks** · - Competitive Compensation · ...