Financial Services Associate I - IV

Sierra Central Credit Union•Anderson, CA

18h•$20 - $28

About The Position

The Financial Services Associate provides accurate, prompt, and professional service to credit union members while promoting credit union services. The role includes supporting branch efforts to meet or exceed assigned production goals, processing transactions, and helping members with account needs. Associates may be required to travel to and work at other branches as business needs dictate, sometimes on short notice.

Requirements

High school diploma or equivalent.
Must pass a background check.
Strong communication and interpersonal skills.
Ability to work efficiently in a fast-paced environment.
Attention to detail and accuracy in handling transactions.
Comfort with sales and cold-calling.

Nice To Haves

Previous customer service experience.
Knowledge of banking products and services.
Cash handling and customer service experience.
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 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 when business needs dictate, sometimes on short notice.
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.
Company-paid long-term disability insurance for full-time employees.
Company-paid telehealth services membership.
Company-paid Employee Assistance Program.
401(k) retirement plan with an employer-funded 3% safe harbor contribution and discretionary employer match.
Flexible Spending Accounts, including medical, dependent care, and limited-purpose FSAs; HSA.
Paid time off, including vacation accruals based on employment status and tenure.
Twelve sick days accrued annually for full-time employees.
Eleven 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.