Member Service Representative/Personal Banker

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

Join our team and begin writing your next success story with us. If you’re looking for a place where culture and leadership matter, look no further. Whether you work here, bank here, or are just getting to know us — this is what it feels like to be part of Jovia.

We are Jovia Financial Credit Union. Our name evokes 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. At Jovia, we have provided brighter banking for over 85 years, driven by values like innovation, convenience, and community. As a not-for-profit organization, we focus on what’s best for our members, not profits - Come see for yourself!

Awarded as one of the best places to work, Jovia has more than $4 billion in assets, 240,000 members, and 500+ employees, we attract the best and the brightest talent-- who do the right thing and present a can-do spirit in a culture of fun, fulfilment, advancement, and development. Find your joy here, every day.

Our employees are passionate about our mission, growing through professional development and making a real difference through community involvement and service. We offer a diverse, inclusive work environment with flexible opportunities and competitive benefits. Join us in shaping the future of banking by joining our team.

We Give You Benefits That Go Beyond Your Paycheck

• Competitive compensation with paid training
• Engaged Managers who value your input, are transparent, and provide coaching for your success
• Professional Development with growth opportunities and a supportive learning environment
• A friendly, inviting work culture filled with social activities that inspire creativity and collaboration
• Retirement Benefits, featuring a 401(k) with a generous match plus a defined pension plan
• Comprehensive benefits including Medical, Dental, and Vision coverage
• Employee Activity Groups that foster a sense of belonging and teamwork
• Tuition Reimbursement and School Loan Repayment plans for Full-Time employees
• Gym Reimbursement and Employee Wellness time off to support your health and wellness
• Flexible PTO options that include vacation payout and sick time incentive payouts
• Discounts on Employee Loans to help you create financial success
• Supplemental Benefits such as Pet Insurance, Legal plan, and AFLAC plans
• A CEO with brilliant vision and aspiration

What You Will Be Doing

• 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 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)

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.

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!

We provide a competitive salary that aligns with qualifications and experience. Compensation may differ based on factors including experience, skill set, and current performance (if applicable). While candidates who do not fulfill the minimum requirements may be considered, this may require a position level, salary, or salary grade adjustment to reflect current experience.

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)