Remote Telephone Member Service Representative
Jovia Financial, Uniondale, New York, United States, 11553
Position: Remote Telephone Member Service Representative
Location:
Uniondale, NY
Job Id:
269
# of Openings:
1
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.
Benefits
Competitive compensation with paid training
Engaged Managerswho value your input, are transparent, and provide coaching for your success
Professional Developmentwith growth opportunities and a supportive learning environment
A friendly, inviting work culturefilled with social activities that inspire creativity and collaboration
Retirement Benefits, featuring a 401(k) with a generous match plus a defined pension plan
Comprehensive benefitsincluding Medical, Dental, and Vision coverage
Employee Activity Groupsthat foster a sense of belonging and teamwork
Tuition ReimbursementandSchool Loan Repaymentplans for Full‑Time employees
Gym ReimbursementandEmployee Wellness time offto support your health and wellness
Flexible PTO options that include vacation payout and sick time incentive payouts
Discounts on Employee Loansto help you create financial success
Supplemental Benefitssuch as Pet Insurance, Legal plan, and AFLAC plans
A CEO with brilliant vision and aspiration
Responsibilities
Ability to work in multiple queues (basic, advanced, advertise), while handling member and non-member telephone calls regarding multiple inquiry types which include but are not limited to: Credit union products and services, account/loan/line specific information and transactions (transfers, withdrawals, advances, payments, check orders, password & PIN resets, etc.), all while verifying member specific information to maintain the security of all account information
Process and/or forward external payment requests from members
Assist with member live chats
Cross selling products and services
Meet & exceed all productivity, sales and quality goals
Qualifications
College degree or minimum two years relevant experience in the financial industry or in a customer service Call Center environment.
Previous sales experience is preferred in the financial services industry.
Must possess excellent verbal communication skills along with a positive, upbeat and enthusiastic personality.
Professional telephone demeanor, the skills to handle difficult members with tact, empathy and professionalism, coupled with the ability to function with minimum supervision.
Computer literate, with a working knowledge of Windows (Word, Excel, Outlook) and the internet. Must achieve Level 1 lending authority within four months (6 months for part-time) of hire.
Work From Home Requirements
Internet speed of 100mbps or higher required (you can test this by going to www.speedtest.net)
Able to dedicate a quiet space for daily work that is free of sound interruptions.
All equipment will be provided by Jovia (Computer, Monitor, Headset)
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 Statement 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)
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Uniondale, NY
Job Id:
269
# of Openings:
1
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.
Benefits
Competitive compensation with paid training
Engaged Managerswho value your input, are transparent, and provide coaching for your success
Professional Developmentwith growth opportunities and a supportive learning environment
A friendly, inviting work culturefilled with social activities that inspire creativity and collaboration
Retirement Benefits, featuring a 401(k) with a generous match plus a defined pension plan
Comprehensive benefitsincluding Medical, Dental, and Vision coverage
Employee Activity Groupsthat foster a sense of belonging and teamwork
Tuition ReimbursementandSchool Loan Repaymentplans for Full‑Time employees
Gym ReimbursementandEmployee Wellness time offto support your health and wellness
Flexible PTO options that include vacation payout and sick time incentive payouts
Discounts on Employee Loansto help you create financial success
Supplemental Benefitssuch as Pet Insurance, Legal plan, and AFLAC plans
A CEO with brilliant vision and aspiration
Responsibilities
Ability to work in multiple queues (basic, advanced, advertise), while handling member and non-member telephone calls regarding multiple inquiry types which include but are not limited to: Credit union products and services, account/loan/line specific information and transactions (transfers, withdrawals, advances, payments, check orders, password & PIN resets, etc.), all while verifying member specific information to maintain the security of all account information
Process and/or forward external payment requests from members
Assist with member live chats
Cross selling products and services
Meet & exceed all productivity, sales and quality goals
Qualifications
College degree or minimum two years relevant experience in the financial industry or in a customer service Call Center environment.
Previous sales experience is preferred in the financial services industry.
Must possess excellent verbal communication skills along with a positive, upbeat and enthusiastic personality.
Professional telephone demeanor, the skills to handle difficult members with tact, empathy and professionalism, coupled with the ability to function with minimum supervision.
Computer literate, with a working knowledge of Windows (Word, Excel, Outlook) and the internet. Must achieve Level 1 lending authority within four months (6 months for part-time) of hire.
Work From Home Requirements
Internet speed of 100mbps or higher required (you can test this by going to www.speedtest.net)
Able to dedicate a quiet space for daily work that is free of sound interruptions.
All equipment will be provided by Jovia (Computer, Monitor, Headset)
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 Statement 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)
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