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Job · Warminster, PA · Full time

Universal Member Service Representative

Freedom Credit Union · $79.7M budget · 111 staff · Since 1934

Why Freedom Credit Union

FY2025 · Form 990Its mission and biggest programs, as filed

Offers affordable financial services and products to members.

  • Credit unions are cooperative savings and Credit associations incorporated for the purpose of promoting thrift among its 61,578 members, creating a source of Credit for such members at reasonable rates of interest and providing an opportunity for its members to…

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Last board member made
$13,500
Form 990, 2025
Fine: from the org's Form 990.
Pt VII · Sec A
Pays its leaders
$14K–$1.1M
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$61.8M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
111
employees
8 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+22%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
35 mo
of spending, in cash and securities
Looks good: 34.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Bring Your Energy, Smile, and Spark – Become the Voice of Our Member Experience!!! Are you someone who loves helping people and thrives in a fast-paced environment? We’re looking for a motivated, member-focused Universal MSR who brings positive energy, strong problem-solving skills, and a passion for delivering exceptional service every day.

You bring your positive personality and all training on our products and services will be provided to you. **Please note: While we do offer remote/hybrid work for UMSR’s hired within our Call Center, those UMSR’s hired for our Access Centers are required to physically go into office.** Starting Salary: $22.45/hour Role: In this role, you will manage member requests from initial contact through to resolution while adhering to our policies and regulatory guidelines. By leveraging your expertise, you will empower members through product education and support our strategic initiatives focused on enhancing digital solutions and self-service technologies.

Essential Duties and Responsibilities include the following: Deliver Exceptional Member Experience • Greet members and potential members with enthusiasm across various communication channels - including in-person, phone, chat, and email - while introducing yourself and representing Freedom Credit Union proudly. • Accurately process member inquiries and requests, ensuring timely and efficient resolutions. • Educate members about our Mobile and Online Banking solutions, offering clear, step-by-step instructions for self-service tools. • Identify and promote opportunities to cross-sell products and services that can enhance our members' financial well-being. • Assist members in opening and managing accounts, products, and services with a friendly and professional approach.

Commit to Continuous Learning • Stay informed about the latest offerings, services, and procedures to serve our members effectively. • Embrace new technologies and platforms that facilitate excellent member interactions and maintain accurate records. Communicate Effectively • Provide clear, tailored communication both in person and on the phone regarding the features and benefits of Freedom Credit Union's products and services. Administrative Duties & Reporting • Maintain accurate records and prepare required reports. • Complete all other assigned duties as necessary, ensuring attention to detail. Performs other job related duties as assigned. Education and/or Experience:

Experience

1-3 years in customer service or a related field is preferred.

Education

High school diploma or GED required; further education or certifications in customer experience, call center, helpdesk, or financial services are advantageous. Required Knowledge, Skills and/or Abilities: Demonstrated ability to build trust and rapport with members and colleagues through professionalism and diplomacy. Capacity to motivate and influence others, fostering positive relationships within and outside the organization. Strong…

Read the full posting

About Freedom Credit Union

From its Form 990

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