Financial Services Associate I - IV

Sierra Central Credit Union•Yuba City, CA

19h•$20 - $28

About The Position

The Financial Services Associate provides accurate, prompt, and professional member service while promoting credit union services. The role includes greeting customers, assisting with banking needs, processing transactions, balancing cash drawers, cross-selling products and services, entering new account and loan applicant requests, and resolving account inquiries. The associate participates in branch efforts to meet or exceed production goals and may travel to and work at other branches, sometimes on short notice, as business needs dictate.

Requirements

High school diploma or equivalent.
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.
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 one year as a Financial Service Associate preferred.
For Associate III: four years of credit union or financial institution experience; a strong foundation in member service, cross-selling, and loan processes; and one year as a Financial Service Representative preferred.
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 one year as a Financial Service Representative preferred.

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.
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 Teladoc telehealth membership.
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, including vacation accrual based on 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.
Eligibility for a discretionary yearly merit-based salary adjustment based on individual performance and company results.