Member Service Representative/Personal Banker (Bilingual Spanish Speaking Preferred)

About the role

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.

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

Requirements

• 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
• Able 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)

Qualifications

• Not specified

Skills

• Not specified

Benefits

• 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

Pay

$44,191 - $51,989 per year

Schedule

Not specified