Bilingual Personal Banker & Member Support Pro

Jovia Financial; Bay Shore (NY); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Competitive pay

Paid training

401(k) match

Medical coverage

Dental coverage

Vision coverage

Tuition reimbursement

Gym reimbursement

Flexible PTO

Employee discounts

Professional development

Team culture

Job summary

Jovia Financial is hiring a Member Service Representative / Personal Banker in Bay Shore, NY. This role supports members with their financial needs and promotes our products, services, and digital tools. Bilingual Spanish preferred, strong communication, and a customer-first mindset are essential.

Join a not-for-profit organization with a culture of growth, development, and community impact. You’ll process transactions, resolve concerns, and help members achieve their financial goals.

Qualifications

• Bachelor’s degree or 18 months of relevant experience in financial services or customer service.
• Proven ability to discuss products and services with customers.
• Desire to provide outstanding member service.
• Professional appearance with enthusiastic personality.

Responsibilities

• Direct dealing with member and potential members.
• Cross-sell appropriate products to meet members' financial needs.
• Process transactions accurately (loans, funds transfers).
• Research and resolve member concerns.
• Record information clearly and completely.

Skills

Customer service

Cross-selling

Negotiable instruments

Education

Bachelor’s degree or 18 months relevant experience

Job description

Jovia Financial is hiring a Member Service Representative / Personal Banker in Bay Shore, NY. This role supports members with their financial needs and promotes our products, services, and digital tools. Bilingual Spanish preferred, strong communication, and a customer-first mindset are essential.

Join a not-for-profit organization with a culture of growth, development, and community impact. You’ll process transactions, resolve concerns, and help members achieve their financial goals.