Member Service Representative/Personal Banker

Jovia Financial Credit Union; Baywood (NY); On-site; USD 43,000 - 51,000; Full time

Job summary

An established industry player is seeking a Member Service Representative/Personal Banker to join their vibrant team. In this role, you will provide exceptional service to members, helping them achieve their financial goals while promoting a culture of teamwork and positivity. With a focus on professional development and a supportive work environment, this position offers a unique opportunity to grow within a not-for-profit organization dedicated to its members. If you have a passion for customer service and a desire to make a difference, this role is perfect for you.

Benefits

Competitive Compensation

Paid Training

Tuition Reimbursement

Gym Reimbursement

401K and Pension Plans

Friendly Work Environment

Professional Development Opportunities

Annual Corporate Gear Allowance

Social Activities

Growth and Advancement Potential

Qualifications

• Bachelor's degree or 18 months of relevant experience in finance or customer service.
• Previous banking experience is preferred.

Responsibilities

• Support and promote a successful service/sales culture.
• Efficiently process transactions and resolve member concerns.
• Engage with members to explain available services.

Skills

Customer Service

Sales Skills

Negotiable Instruments Knowledge

Self-Motivated

Professional Appearance

Education

Bachelor’s Degree

18 months of relevant experience

Tools

Banking Software

Job description

Member Service Representative/Personal Banker

Say Hello to Working on the Bright Side

We are Jovia Financial Credit Union. Our name evokes a way of joy, a feeling of optimism, trust and “banking on the bright side”. We are a new kind of credit union, one that combines service and value with the convenience that today’s technologies allow. Our friendliness and energetic spirit make it easy to do business with us. At Jovia, our dynamic, fast growing culture awaits- come see for yourself.

Now with more than 3 billion in assets, 200,000 members, and 450+ employees, we attract the best and the brightest talent-- who do the right thing, present a can-do spirit in a culture of fun, fulfilment, advancement and development. Find your joy here, every day.

We give you:

• Competitive compensation with paid training
• Open communication and an amazingly positive staff
• Managers who value input from their employees—we believe in you!
• A friendly, inviting work environment
• Work that feels like a second home with family events hosted by Jovia!
• Leaders who are involved, transparent and coach you
• Professional development and a perfect atmosphere for learning
• Fun social activities to nurture creativity and teamwork
• Business casual dress with annual corporate gear allowance!
• Great benefits – Med/Dent/401K/pension, and tuition reimbursement and more (Full Time employees)
• School Loan Repayment & Gym Reimbursement (Full Time employees)
• Lots of growth and advancement potential
• Estimated Salary Range for this Position: $43,113 - $50,721
• Jovia offers a variable compensation plan which allows employees an opportunity to earn up to $3000
• 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.

What we need from you:

• Bachelor’s degree or minimum of 18 months of relevant experience in the financial industry or in 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
• Thorough knowledge of negotiable instruments
• Dependable (arrive to work on time as scheduled)

Be part of a growing not-for-profit organization where People are Everything—You are important to us. Help our members meet their financial goals and achieve their dreams. Let’s talk!

At Jovia, we celebrate innovation, diversity, teamwork, excellence, and integrity. We are an equal opportunity employer and offer competitive compensation and benefits packages to recruit, retain, and reward top talent. We would like to be your partner in success and happiness!

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)