Member Experience Specialist

Jovia Financial Credit Union; Oceanside (NY); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Competitive compensation

Paid training

Professional development

Flexible PTO

401(k) with match

Medical, Dental, Vision

Job summary

Jovia Financial Credit Union is hiring a member service professional in Oceanside, NY. You will directly assist members, promote service-oriented sales, and process routine banking transactions with accuracy.

The role requires a customer-focused mindset, strong communication skills, and reliable computer literacy. A Bachelor’s degree or 18 months of financial/customer service experience is expected, with a professional appearance and motivation to grow with the credit union.

Qualifications

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

Responsibilities

• Direct dealing with member and potential members
• Support and promote a successful service/sales culture by identifying the needs of the membership and cross-selling the appropriate products
• Efficiently and accurately process transactions (loan payments, transfer of funds)
• Research and resolve member concerns
• Sufficiently and accurately record information
• Efficiently utilize the software system provided to perform member transactions
• Engage with members to obtain information and explain available services to meet their financial needs

Skills

Member service

Communication

Negotiable instruments

Banking experience

Computer skills

Professional appearance

Self-motivated

Product knowledge

Punctuality

Teamwork

Education

Bachelor’s degree

Tools

Banking software

Job description

Jovia Financial Credit Union is hiring a member service professional in Oceanside, NY. You will directly assist members, promote service-oriented sales, and process routine banking transactions with accuracy.

The role requires a customer-focused mindset, strong communication skills, and reliable computer literacy. A Bachelor’s degree or 18 months of financial/customer service experience is expected, with a professional appearance and motivation to grow with the credit union.