Financial Services Associate I - IV

Sierra Central Credit Union•Grass Valley, CA

4d•$20 - $28•Onsite

About The Position

The Financial Services Associate provides accurate, prompt, and professional service to credit union members while promoting credit union services. The role supports branch efforts to meet or exceed assigned production goals. Responsibilities include helping customers with banking needs, processing transactions, handling cash, promoting products and services, and assisting with account and loan requests. The associate must follow established procedures and security protocols and be willing to travel to other branches, sometimes on short notice, as business needs require.

Requirements

High school diploma or equivalent.
Comfortable with 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.
Must pass a background check.

Nice To Haves

Previous customer service experience.
Knowledge of banking products and services.
For Associate I: cash-handling and customer-service experience preferred.
For Associate II: three years of credit union or financial institution experience, a strong foundation in member service, cross-selling, and loan processes, and preferably one year as a Financial Service Associate.
For Associate III: four years of credit union or financial institution experience, a strong foundation in member service, cross-selling, and loan processes, and preferably one year as a Financial Service Representative.
For Associate IV: four or more years of credit union or financial institution experience, a strong foundation in member service, cross-selling, and loan processes, and preferably one year as a Financial Service Representative.

Responsibilities

Greet customers and assist them with their banking needs.
Process deposits, withdrawals, and other transactions accurately and efficiently.
Balance cash drawers and reconcile discrepancies.
Cross-sell bank products and services to customers.
Input new account and loan applicant requests.
Assist customers with account inquiries and resolve problems professionally.
Follow bank procedures and security protocols to protect customer transactions.
Travel to and work at other branches as business needs dictate, sometimes on short notice.
Provide accurate, prompt, and professional member service while promoting credit union services.
Participate in branch efforts to meet or exceed assigned production goals.

Benefits

Medical, dental, and vision insurance options.
Voluntary 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 $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.
401(k) retirement plan with an employer-funded safe harbor contribution of 3% of eligible earnings and a discretionary employer match on employee contributions.
Flexible Spending Accounts, including medical FSA, dependent care FSA, and limited purpose FSA.
HSA.
Paid time off, with vacation accruals based on employment status and tenure.
12 sick days accrued annually for full-time employees; part-time employees accrue one hour for every 30 hours worked.
11 paid holidays.
Reimbursement of necessary, work-related travel expenses in accordance with company policy.
Discretionary yearly merit-based salary adjustment based on individual performance and company results.