Member Service Representative/Personal Banker at Jovia Financial Credit Union | NY, US | Rezi

Member Service Representative/Personal Banker at Jovia Financial Credit Union

Member Service Representative/Personal Banker

Jovia Financial Credit Union · NY, US

5 days ago

Member Service Representative/Personal Banker

Jovia Financial Credit Union · NY, US

6 days ago
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About the Role

Join Jovia Financial Credit Union, a recognized Top Workplace, and build a rewarding career with an organization that values its people and culture. We offer a new kind of credit union experience, combining service and value with modern technology, and have been providing brighter banking for over 85 years.

Responsibilities

  • Directly interact with members and potential members.
  • Support and promote a successful service/sales culture by identifying member needs and cross-selling appropriate products.
  • Efficiently and accurately process transactions, including loan payments and fund transfers.
  • Research and resolve member concerns.
  • Accurately record information.
  • Utilize provided software systems to perform member transactions.
  • Engage with members to gather information and explain available services to meet their financial needs.

Requirements

  • Bachelor’s degree or a minimum of 18 months of relevant experience in the financial industry or customer service.
  • Previous banking or financial services experience.
  • Desire to provide outstanding member service.
  • Ability to discuss products and services.
  • Professional appearance with an enthusiastic and assertive personality.
  • Self-motivated.
  • Strong computer skills.
  • Excellent communication skills.
  • Thorough knowledge of negotiable instruments.
  • Dependable and punctual.

Skills

  • Customer Service
  • Sales
  • Transaction Processing
  • Problem Resolution
  • Data Entry
  • Software Utilization
  • Communication
  • Computer Skills

Location

  • Long Island

Work Type

  • Full-Time

Experience Level

  • 18 months of relevant experience

Education Level

  • Bachelor's degree

Salary/Compensations

  • Competitive compensation

Benefits

  • Paid training
  • Engaged Managers
  • Professional Development
  • Growth opportunities
  • Supportive learning environment
  • Friendly, inviting work culture
  • Social activities
  • 401(k) with generous match
  • Defined pension plan
  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Employee Activity Groups
  • Tuition Reimbursement
  • School Loan Repayment
  • Gym Reimbursement
  • Employee Wellness time off
  • Flexible PTO
  • Vacation payout
  • Sick time incentive payouts
  • Discounts on Employee Loans
  • Pet Insurance
  • Legal plan
  • AFLAC plans

About the Company

  • Jovia Financial Credit Union is a not-for-profit organization focused on member well-being, driven by values of innovation, convenience, and community.
  • We have provided brighter banking for over 85 years.
  • We celebrate innovation, diversity, teamwork, excellence, and integrity.

Equal Opportunity

  • We are an equal opportunity employer and offer competitive compensation and benefits packages to recruit, retain, and reward top talent.
  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
  • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)