Jovia Financial Credit Union · 1 week ago
Member Service Representative/Personal Banker (Bilingual Spanish Speaking Preferred)
Bay Shore, NY
Full-time
Onsite
Entry Level
1+ years expJovia Financial Credit Union is a not-for-profit organization that focuses on providing innovative banking services to its members. They are seeking a Member Service Representative/Personal Banker to engage with members, process transactions, and promote a successful service/sales culture within the credit union.
BankingFinanceFinancial Services
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
Qualification
Required
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)
Preferred
Bilingual Spanish Speaking Preferred
Benefits
Competitive compensation with paid training
Professional Development with growth opportunities and a supportive learning environment
Retirement Benefits, featuring a 401(k) with a generous match plus a defined pension plan
Comprehensive benefits including Medical, Dental, and Vision coverage
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
Company
Jovia Financial Credit Union
From buying a home, to saving for college, or funding your retirement - Jovia is here to help you achieve your financial goals.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Renu Dalessandro
Chief Marketing Officer
Recent News
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