Financial Services Associate I - IV

Sierra Central Credit Union•Oroville, CA

2d•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. 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

Nice To Haves

No banking to less than 3 years of banking/financial institution experience. 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 (eligible after 90 days of employment)
Travel Expense Reimbursement