Senior Member Service Representative

2 months ago


Uniondale, New York, United States Jovia Financial Full time

Unlock Your Potential with Jovia Financial

About the Role

We are seeking a highly motivated and customer-focused Senior Member Service Representative to join our team at Jovia Financial. As a key member of our team, you will be responsible for providing exceptional service to our members, articulating and communicating financial solutions, and driving sales and growth.

Key Responsibilities

  • Confidently and competently articulate, communicate, sell, and process applications for Consumer accounts, IRAs, Business accounts, and all Real Estate loans, including Mortgages.
  • Act as a resource for coworkers, possessing Subject Matter Expertise on products, services, policies, and procedures.
  • Proactively educate members on utilizing available access channels, including ATM network, Mobile Banking, Online Banking, Remote Deposit, and Shared Branch Services.
  • Concentrate efforts and conduct activities that assist in achieving both individual and organizational goals, including participating in events that promote brand awareness, proactively engaging members in conversation, and actively sourcing on-sites at businesses.

Requirements

  • Existing MSR performing at commendable or above on annual performance rating, or new hires with a Bachelor's degree plus 3 years of experience in a financial institution with sales acumen.
  • Professional appearance, enthusiastic, assertive personality, highly motivated, computer literate, and excellent communication skills.
  • Knowledge of Windows, Word, Excel, and the Internet is desirable.
  • Must successfully complete training certification process for IRAs, Business Accounts, and all Real Estate Loans, including Mortgages, prior to promotion or within six months of hire.

What We Offer

  • Competitive compensation with paid training.
  • Open communication and an amazingly positive staff.
  • Managers who value input from their employees.
  • A friendly, inviting work environment.
  • Work that feels like a second home with family events hosted by Jovia.
  • Leaders who are involved, transparent, and coach you.
  • Professional development and a perfect atmosphere for learning.
  • Fun social activities to nurture creativity and teamwork.
  • Business casual dress with annual corporate gear allowance.
  • Great benefits, including Med/Dent/401K/pension, and tuition reimbursement.

Why Join Jovia Financial?

We are a growing not-for-profit organization where People are Everything. We help our members meet their financial goals and achieve their dreams. 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.



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