Financial Services Associate I - IV
Sierra Central Credit Union•Redding, CA
•$20 - $28•Onsite
About The Position
We are seeking a reliable and customer-focused individual to join our team as a Financial Services Associate I-IV. In this role, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to customers. Provide accurate, prompt and professional member service while promoting credit union services. Actively participate in the branch efforts to meet or exceed assigned production goals.
Requirements
- High school diploma or equivalent
- Previous customer service experience preferred
- Comfortable doing sales and cold-calling
- Strong communication and interpersonal skills
- Ability to work efficiently in a fast-paced environment
- Attention to detail and accuracy in handling transactions
- Knowledge of banking products and services is a plus
- Must pass background check
Nice To Haves
- Cash handling and customer service preferred (for Associate I)
- Three years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one year experience as Financial Service Associate preferred (for Associate II)
- Four years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred (for Associate III)
- Four plus years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred (for Associate IV)
Responsibilities
- Greeting customers and assisting them with their banking needs
- Processing deposits, withdrawals, and other transactions accurately and efficiently
- Balancing cash drawers and reconciling discrepancies
- Cross-selling bank products and services to customers
- Inputting new account/loan applicant requests
- Assisting customers with account inquiries and problem resolution in a professional manner
- Adhering to bank procedures and security protocols to ensure the safety of customer transactions
- Willing to travel and work at other branches as business needs dictate, sometimes on short notice.
Benefits
- Medical, Dental & Vision Insurance options
- Voluntary Lines including hospital indemnity, accident, and critical illness policies
- Company Paid HRA (with enrollment in certain health plans)
- Company Paid Basic Term Life Insurance
- Coverage at 2× annual base salary, up to a maximum of $500,000 for full-time employees
- $25,000 for part-time employees
- Company Paid Long-Term Disability Insurance for Full-Time Employees
- Company Paid Telehealth Services Membership (Teladoc)
- Company Paid Employee Assistance Program (EAP)
- 401(k) Retirement Plan
- Employer-funded safe harbor contribution of 3% of employee's eligible earnings
- Discretionary employer match on employee contributions
- Flexible Spending Accounts
- HSA
- Medical FSA
- Dependent Care FSA
- Limited Purpose FSA
- Paid Time Off
- Vacation accruals based on status and tenure within company
- 12 sick days accrued annually for full-time employees
- 1 hour for every 30 hours worked for part-time employees
- 11 paid holidays
- Travel Expense Reimbursement
- All necessary and work-related travel expenses will be reimbursed in accordance with company policy
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
