Temporary Part-Time Research Clerk 2 - Hybrid at Jovia Financial Federal Credit Union in Westbury, New York

Job Description:

Say Hello to Working on the Bright Side

We are Jovia Financial Credit Union. 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 today’s 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 employees—we 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!


• Lots of growth and advancement potential


• Estimated Hourly Range for this Position: $20.27 - $23.85


• 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:  

• Process New Account/New Membership requests generated within the Call Center.


• Review daily department deposit error report and make all necessary corrections.


• Retrieve and research inquiries submitted by frontline staff (T/MSRs) to the member research queue and respond to them accordingly.


• Process mail from member responses for new accounts opened via telephone request to ensure all required documents are received and the necessary subsequent account maintenance is completed.


• Process account verification (verification of deposits and loan payment histories) for requests received from third parties for both consumer and business accounts.


• Perform other duties in addition to normal responsibilities to help the overall workflow of the department and other departments, assigned by team leader or direct report.


• Upon email notification from Medicaid and Social Security Administration, they need to review member accounts and provide account information as per SSA requests,
  
  on their website.


• Retrieve and mail statement copies, tax forms, check copies, and transaction tickets, etc. for requests received from members and Call Center, research requests received via court subpoenas, respond to Medicaid and, SSA/SSI Account Verifications, VOD Requests, respond to IRS and other government agencies, private investigators, etc.


• Process teller’s check requests, account closeouts, etc.


• Expected to work closely with several department Specialists to obtain information to complete their daily duties to be able to respond to members’ requests and inquiries.


• This position is for part-time employees interested in working full-time hours for up to 6 months. The selected candidate will start on May 28th and end on December 6th!

What we need from you:

• High school graduate.


• Excellent PC skills.


• Must be well versed and have general knowledge of savings and lending products and services offered by the Credit union.


• Must also seek ways to increase their overall workflow when servicing all products/services we offer at the Credit Union.


• Must be willing to serve on cross-functional teams to meet Credit Union goals.


• Should have the ability to “change gears” quickly in order to speed delivery of services to the membership.


• Exceptional organizational skills required.


• Strong verbal and written communication skills required.


• Basic telephone etiquette skills are a must.

Work From Home and Hybrid Requirements: This particular position is Hybrid and requires in-office at our main headquarters (Westbury)/plus work from home:

• 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)

Career Path:

This position provides a natural progression to TMSR. In addition, the position offers daily contact with each department in the Credit Union and provides the opportunity to learn, develop and refine customer service skills and overall knowledge of the financial service organization. The experience gained through the responsibilities associated with this position will enhance his/her opportunity for advancement both within the department, as well as throughout the organization.

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!

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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