Member Service Representative/Personal Banker jobs in United States
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Jovia Financial Credit Union · 7 hours ago

Member Service Representative/Personal Banker

Jovia Financial Credit Union is a not-for-profit organization focused on providing innovative banking solutions for its members. The Member Service Representative/Personal Banker role involves directly interacting with members, processing transactions, and promoting a service-oriented sales culture.

BankingFinanceFinancial Services
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Growth Opportunities

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

Customer serviceBanking experienceComputer skillsCommunication skillsProfessional appearanceEnthusiastic personalityDependableNegotiable instruments knowledgeSelf-motivated

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)

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

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From buying a home, to saving for college, or funding your retirement - Jovia is here to help you achieve your financial goals.

Funding

Current Stage
Growth Stage

Leadership Team

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Renu Dalessandro
Chief Marketing Officer
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Company data provided by crunchbase