Member Services Specialist & Personal Banker
Jovia Financial
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Benefits offered by this job
Job summary
Jovia Financial Credit Union in Wantagh, NY is seeking a Member Service Representative / Personal Banker to deliver exceptional member service and assist members with a range of financial products. You will process transactions, answer questions, and promote appropriate services.
The role emphasizes cross-selling, accurate record-keeping, and using our software to support members' financial goals. A professional appearance, dependable schedule, and ability to discuss products are essential to
Qualifications
- Bachelor’s degree or minimum 18 months of relevant financial industry or customer service experience.
- Ability to discuss products and services with members.
- Professional appearance and proactive, friendly demeanor.
- Dependable with timely attendance.
- Knowledge of negotiable instruments.
Responsibilities
- Serve members as a Member Service Representative and Personal Banker.
- Cross-sell appropriate banking products and services.
- Process member transactions accurately and efficiently.
- Research and resolve member questions and concerns.
- Record member information clearly and use software to assist transactions.
Skills
Education
Job description
Jovia Financial Credit Union in Wantagh, NY is seeking a Member Service Representative / Personal Banker to deliver exceptional member service and assist members with a range of financial products. You will process transactions, answer questions, and promote appropriate services.
The role emphasizes cross-selling, accurate record-keeping, and using our software to support members' financial goals. A professional appearance, dependable schedule, and ability to discuss products are essential to
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