Member Service & Personal Banker — Growth & Benefits

Jovia Financial Credit Union; Wantagh (NY); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive pay and training

401(k) with match

Paid time off

Job summary

Jovia Financial Credit Union in Wantagh, NY is seeking a friendly Member Service Representative/Personal Banker to assist members with everyday banking needs, explain products, and build lasting relationships.

Join our not-for-profit team that values service, community, and growth. This role offers opportunities to learn, cross-sell services, and contribute to a positive member experience every day.

Qualifications

• Bachelor’s degree or 18+ months in financial industry or customer service.
• Prior banking or financial services experience.
• Desire to provide outstanding member service.
• Ability to discuss products and services.
• Professional appearance with enthusiastic, assertive personality.
• Self-motivated with reliable attendance.
• Knowledge of negotiable instruments.
• Dependable with punctuality.

Responsibilities

• Engage with members to identify financial needs and cross-sell suitable products.
• Process member transactions accurately and efficiently.
• Research and resolve member concerns.
• Record information accurately in the system.
• Support a service/sales culture by aligning member needs with offerings.
• Explain available services to members and answer questions.

Skills

Customer service

Cross-selling

Professional appearance

Self-motivated

Product discussion

Education

Bachelor’s degree or 18+ months in financial/customer service

Tools

Banking software

Job description

Jovia Financial Credit Union in Wantagh, NY is seeking a friendly Member Service Representative/Personal Banker to assist members with everyday banking needs, explain products, and build lasting relationships.

Join our not-for-profit team that values service, community, and growth. This role offers opportunities to learn, cross-sell services, and contribute to a positive member experience every day.