Financial Services Associate I - IV Full Time 32 Hours

Sierra Central•Roseville, CA

36d•$20 - $25

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

Previous customer service experience
Knowledge of banking products and services

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.