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Jovia Financial
Uniondale, NY | Full Time
$78k-102k (estimate)
2 Months Ago
Jovia Financial
Uniondale, NY | Full Time
$58k-80k (estimate)
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Personal banker
Jovia Financial Uniondale, NY
$78k-102k (estimate)
Full Time 2 Months Ago
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Jovia Financial is Hiring a Personal banker Near Uniondale, NY

Senior Member Service Representative / Personal Banker

Description

Jovia is currently offering a $2,000 SIGN-ON BONUS incentive if you are hired by 12 / 31 / 2021.

Say Hello to Working on the Bright Side

We are Jovia Financial Credit Union (Formerly NEFCU ). Our name evokes a way of 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 todays technologies allow.

Our friendliness and energetic spirit make it easy to do business with us. At Jovia, our dynamic, fast growing culture awaits- come see for yourself.

Now with more than 3 billion in assets, 200,000 members, and 450 employees, we attract the best and the brightest talent who do the right thing, present a can-do spirit in a culture of fun, fulfilment, advancement and development.

Find your joy here, every day.

We give you :

  • Competitive compensation with paid training
  • Open communication and an amazingly positive staff
  • Managers who value input from their employeeswe believe in you!
  • 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 $2000 Sign-On Bonus, Med / Dent / 401K / pension, and tuition reimbursement and more (Full Time employees)
  • School Loan Repayment & Gym Reimbursement (Full Time employees)
  • Lots of growth and advancement potential
  • A CEO with brilliant vision and aspiration

Want to know why were so happy

What you will be doing :

  • Confidently and competently articulate, communicate, sell and process applications for Consumer accounts, IRAs, Business accounts and all Real Estate loans including Mortgages.
  • Act as 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, Shared Branch Services.
  • 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, ATM vestibule and teller windows, actively sourcing on-sites at businesses, conducting presentations, joining branch and business development partners for prospecting, and advocating the benefits of membership in the community.

Source at least one onsite per quarter.

What we need from you :

Existing MSR who is performing at commendable or above, on annual performance rating. Also may apply to new hires with bachelors degree plus 3 years of experience in a financial institution with sales acumen.

Additional work experience will be considered in lieu of degree.)

  • Professional appearance coupled with an enthusiastic, assertive personality.
  • Individual must be highly motivated, computer literate and possess excellent communication skills. Knowledge of Windows, Word and 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.
  • Results oriented, self- starter with consistent performance in achievement of sales, service and quality goals.
  • Proven record of reliability, dependability and flexibility.
  • Hold Notary Public license.Each employee in a capacity of a Senior 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 EverythingYou are important to us . Help our members meet their financial goals and achieve their dreams. Lets 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!*

Sign-on bonus is not applicable to active internal employees.

Qualifications

Skills

Behaviors

Motivations

Education

Experience

Licenses & Certifications

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 contractors legal duty to furnish information. 41 CFR 60-1.35(c)

Last updated : 2024-03-05

Job Summary

JOB TYPE

Full Time

SALARY

$78k-102k (estimate)

POST DATE

03/07/2024

EXPIRATION DATE

05/09/2024

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The following is the career advancement route for Personal banker positions, which can be used as a reference in future career path planning. As a Personal banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal banker. You can explore the career advancement for a Personal banker below and select your interested title to get hiring information.

If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

12/13/2021: Salt Lake City, UT

Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

12/09/2021: Pocatello, ID

Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

02/14/2022: Macon, GA

The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

01/16/2022: Nassau, NY

At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

02/14/2022: Saint Paul, MN

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

12/08/2021: Lima, OH

Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

01/03/2022: Appleton, WI

Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

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Provides knowledge of financing, loans, and personal banking.

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A personal banker may refer his clients to other bank experts.

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Step 3: View the best colleges and universities for Personal Banker.

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