Financial Services Associate I - IV - Virtual Branch - On Site
About The Position
On-Site in Yuba City, CA. Remote work not available. Summary Provide accurate, prompt and professional member service while promoting credit union services. Actively participate in the virtual branch efforts to meet or exceed assigned production goals. Essential Functions 1. Provide accurate, prompt, courteous and efficient service to credit union members. 2. Maintain a satisfactory performance record; including balancing, attendance, and sales referrals. 3. Performance of daily duties in compliance with established policies, procedures, and guidelines. 4. Inform members about additional credit union products and services. 5. Perform accurate complex input/output functions on the credit union computer systems that relates to account, loan, and general ledger postings. 6. Must achieve assigned individual sales goals and actively participate in all branch efforts to meet or exceed assigned production goals. 7. Maintain security of all cash, deposited items, and negotiable instruments. 8. Answer the telephone in accordance with established phone answering sequence, using an established greeting and adhering to a service quality script. 9. Must work well under pressure, meeting multiple and sometimes conflicting deadlines. 10. Adaptable to changing member services requirements; including scheduling flexibility, self-motivating, and ability to multi-task on different levels. 11. Must participate in activities as assigned by Branch Vice President and/or Operations Managers to achieve branch and/or individual sales goals. Includes telemarketing, in-branch promos, cross-selling and up-selling. 12. Must ensure that each interaction with members and co-workers is polite, professional, and respectful at all times. 13. Must be able to travel and work at other branches as business needs dictate, sometimes on short notice. 14. Must be able to travel to different locations to attend training classes. 15. Successful completion of FSA I required training courses per the Training Development Department or as specified by SVP/RVP. 16. Additional duties as assigned.
Requirements
- Ability to effectively communicate with a wide range of personality types.
- Ability to effectively communicate verbally or in writing, and ability to speak and present in an effective manner.
- Must work well under pressure, meeting multiple and sometimes conflicting deadlines.
- Adaptable to changing member services requirements; including scheduling flexibility, self-motivating, and ability to multi-task on different levels.
- High school diploma or equivalent is required.
- Must be familiar with basic computer functions and programs.
- Successful completion of required training courses per the Talent Development Center.
- Required training courses must be completed within specified training period or as scheduled by SVP/RVP.
Nice To Haves
- Previous cash handling experience and working knowledge of Microsoft Office programs preferred.
Responsibilities
- Provide accurate, prompt and professional member service while promoting credit union services.
- Actively participate in the virtual branch efforts to meet or exceed assigned production goals.
- Provide accurate, prompt, courteous and efficient service to credit union members.
- Maintain a satisfactory performance record; including balancing, attendance, and sales referrals.
- Performance of daily duties in compliance with established policies, procedures, and guidelines.
- Inform members about additional credit union products and services.
- Perform accurate complex input/output functions on the credit union computer systems that relates to account, loan, and general ledger postings.
- Must achieve assigned individual sales goals and actively participate in all branch efforts to meet or exceed assigned production goals.
- Maintain security of all cash, deposited items, and negotiable instruments.
- Answer the telephone in accordance with established phone answering sequence, using an established greeting and adhering to a service quality script.
- Must work well under pressure, meeting multiple and sometimes conflicting deadlines.
- Adaptable to changing member services requirements; including scheduling flexibility, self-motivating, and ability to multi-task on different levels.
- Must participate in activities as assigned by Branch Vice President and/or Operations Managers to achieve branch and/or individual sales goals. Includes telemarketing, in-branch promos, cross-selling and up-selling.
- Must ensure that each interaction with members and co-workers is polite, professional, and respectful at all times.
- Must be able to travel and work at other branches as business needs dictate, sometimes on short notice.
- Must be able to travel to different locations to attend training classes.
- Successful completion of FSA I required training courses per the Training Development Department or as specified by SVP/RVP.
- Additional duties as assigned.
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
