Financial Services Associate I - IV
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. Summary: 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
- Financial Service Associate I - $19.56 - $20.38 - No banking to less than 3 years of banking/financial institution experience. Cash handling and customer service preferred.
- Financial Service Associate II - $21.00 - $23.00 - 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.
- Financial Service Associate III - $23.60 - $26.00 - 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.
- Financial Service Associate IV - $25.00 - $29.46 - 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.
Nice To Haves
- Previous customer service experience preferred
- Knowledge of banking products and services is a plus
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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
High school or GED
Number of Employees
101-250 employees
