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

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

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

Location: Bay Shore, NY

Job Id:526

# of Openings:1

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

We’re proud to be recognized as one of Long Island's Top Workplaces for 2026! This recognition reflects our commitment to creating a workplace where people feel valued, supported and empowered to grow.

We are looking for talented and motivated individuals to join our team and build a rewarding career with an organization that truly believes our people and our culture are the heart of our success.

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!

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
• Ability to discuss products and services
• Professional appearance coupled with an enthusiastic, assertive personality.
• Self-motivated
• Thorough knowledge of negotiable instruments
• Dependable (arrive to work on time as scheduled)

Be part of a growing not-for-profit organization wherePeople 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!

We provide a competitive salary that aligns with qualifications and experience. Compensation may differ based on factors including experience, skill set, and current performance (if applicable). While candidates who do not fulfill the minimum requirements may be considered, this may require a position level, salary, or salary grade adjustment to reflect current experience.

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)