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Financial Services Associate I - IV

Financial Services Associate I - IV

Sierra Central Credit UnionPlacerville, CA, US
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Job Description

Job Description

Description :

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.

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.

Requirements : Qualifications :

  • 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
  • Pay Ranges

    Financial Service Associate I - $19.56 - $20.38 - No banking to less than 3 years of banking / financial institution experience. Cash handling and customer service preferred.

    Financial Service Associate II - $21.00 - $23.00 - Three years credit union / financial institution experience with strong foundation in member service, cross-selling, and loan processes with one year experience as Financial Service Associate preferred.

    Financial Service Associate III - $23.60 - $26.00 - Four years credit union / financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.

    Financial Service Associate IV - $25.00 - $29.46 - Four plus years credit union / financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.

    If you are a motivated individual with a passion for providing excellent customer service, we encourage you to apply for this position. We offer a competitive salary, benefits package, and opportunities for career growth within our organization. We look forward to receiving your application and potentially welcoming you to our team as a Financial Services Associate I - IV. Thank you for considering this employment opportunity.

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    Financial Associate • Placerville, CA, US

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