Member Service Representative/Personal Banker

Jovia Financial; Huntington Station (NY); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) with match

Health Insurance

Dental & Vision Coverage

Paid Training

Employee Wellness

Job summary

Jovia Financial Credit Union in Huntington Station, NY, is looking for a Member Service Representative / Personal Banker who will engage with members, assess financial needs, cross-sell products, and accurately process transactions.

The role prefers bilingual Spanish speaking candidates and requires either a bachelor’s degree or at least 18 months of relevant banking or customer-service experience. A supportive culture with training and competitive benefits awaits.

Qualifications

• Bachelor’s degree or minimum 18 months of relevant experience in the financial industry or customer service.
• Previous banking or financial services experience.
• Desire to provide outstanding member service.

Responsibilities

• Handle member transactions accurately and efficiently (loans, transfers, payments).
• Engage with members to identify financial needs and cross-sell appropriate products.
• Research and resolve member concerns to ensure satisfaction.
• Record accurate information in the banking system.
• Utilize the provided software to complete transactions and service requests.
• Interact with members to explain available services and benefits.

Skills

Customer Service

Financial Industry Knowledge

Communication Skills

Bilingual Spanish

Education

Bachelor’s degree or 18 months relevant experience

Tools

Core Banking Software

Job description

Position:Member Service Representative/Personal Banker

Location: Huntington Station, NY

Job Id:520

# of Openings:1

Member Service Representative / Personal Banker (Bilingual Spanish Speaking Preferred)

Join our team and begin writing your next success story with us. If you’re looking for a place where culture and leadership matter, look no further. Whether you work here, bank here, or are just getting to know us — this is what it feels like to be part of Jovia.

We areJovia 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.

We give you Benefits that Go Beyond Your Paycheck:

• 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
• Direct dealing with member and potential members
• Support and promote a successful service/sales culture by identifying the needs of the membership and cross-selling the appropriate products.
• Efficiently and accurately process transactions (loan payments, transfer of funds)
• Research and resolve member concerns
• Sufficiently and accurately record information
• Efficiently utilize the software system provided to perform member transactions
• Engage with members to obtain information and explain available services to meet their financial needs.

What we need from you:

• Bachelor’s degree or minimum of 18 months of relevant experience in the financial industry or in a customer service
• Previous banking or financial services experience
• Desire to provide outstanding member service