Financial Services Associate I - IV

Sierra Central Credit UnionYuba City, CA
1d$20 - $28

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

  • 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.

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
  • 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

Number of Employees

101-250 employees

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