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Part Time Member Service Representative

Remote, USA Full-time Posted 2025-11-03
Say Hello to Working on the Bright Side 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. As a not-for-profit organization, we focus on what’s best for our members, not profits - Come see for yourself! Awarded as one of the best places to work, Jovia has more than $4 billion in assets, 240,000 members, and 500+ employees, we attract the best and the brightest talent-- who do the right thing and present a can-do spirit in a culture of fun, fulfilment, advancement, and development. Find your joy here, every day. Our employees are passionate about our mission, growing through professional development and making a real difference through community involvement and service. We offer a diverse, inclusive work environment with flexible opportunities and competitive benefits. Join us in shaping the future of banking by joining our team. We Give You Benefits That Go Beyond Your Paycheck • 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 • A CEO with brilliant vision and aspiration Want to know why we’re so happy?  Click here to learn and meet our CEO ! Find out what life at Jovia is like ...  https://www.jovia.org/life-at-jovia What You Will Be Doing • Ensure high level member satisfaction by providing total quality service; achieve or exceed the mystery shop goal by practicing member service skills that demonstrate reliability, responsiveness, assurance, and empathy to the member always. This is achieved by presenting a professional attitude and appearance, greeting all members in a courteous and timely manner, smiling, making eye contact, introducing yourself and using the member’s name. • Present a professional attitude and appearance, stand, and greet all members by handshake, introduce yourself, use member's name, communicate promotional offers, ask for referral business, thank the member for using the credit union while using the standard branch closing statement. • Concentrate efforts and conduct activities that assist in achievement of both individual and organizational goals including participating in events that promote brand awareness, proactively engaging members in conversation on the lobby floor, ITM vestibule and teller windows, actively sourcing on-sites at businesses, joining branch and business development partners for prospecting, and advocating the benefits of membership in the community. • Identify needs and leverage opportunities to increase each member's relationship with the credit union at account opening, by proactively cross-selling products and services which meet the members' unique needs. Enable them to more conveniently access and use their credit union accounts. Utilize CRM to review profiles of existing members & review marketing promotions sent to members to enhance sales conversations, conduct on boarding calls to new and existing members. Provide guidance and advice on additional products, services, and promotions available, promoting member behavior that contributes to active membership, services per household and high member satisfaction. • Open business accounts while cross selling the appropriate product/service to the business member, assist member with business loan application process. • Travel and assist other branches within the region based on operational needs • When assigned to the member service reception areas, the MSR will: • Greet members from the member service reception areas. • If a member cannot be serviced immediately, assist them with signing in and ensure they are waiting in the appropriate area. • Answer member questions, distribute brochures, assist with the completion of forms, applications. Assist with demonstrating our online/mobile banking, automated telephone banking, and ITM services. • Take appropriate steps to become a notary public within 6 months in position and maintain notary license. What We Need From You • Bachelor’s degree or minimum eighteen months relevant experience in the financial industry or in a customer service field of employment with a sales focus. • Professional appearance coupled with an enthusiastic, assertive personality. • Individuals must be highly motivated, computer literate and possess excellent communication skills. Knowledge of Windows, Word and Excel and the internet is desirable. • Each employee in a capacity of a Member Service Representative who acts as a mortgage loan originator must/will be registered with the NMLS Registry (National Mortgage Licensing System), obtain a unique identifier, and maintain this registration in accordance with the requirements of the S.A.F.E Act. Be part of a growing not-for-profit organization where People are Everything—You are important to us. Help our members meet their financial goals and achieve their dreams. Let’s talk! At Jovia, 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. We would like to be your partner in success and happiness! We provide a competitive salary that aligns with qualifications and experience. Compensation may differ based on factors including experience, skill set, and current performance (if applicable). While candidates who do not fulfill the minimum requirements may be considered, this may require a position level, salary, or salary grade adjustment to reflect current experience. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) Apply tot his job Apply To this Job

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