Banking Customer Service & Sales Associate

Sierra Central; Susanville (CA); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

401(k) Retirement Plan

Travel expense reimbursement

Paid Time Off

Job summary

Sierra Central is seeking a reliable Financial Services Associate I-IV to deliver exceptional member service and process transactions accurately. You will promote credit union products, meet production goals, and assist customers with their banking needs across branches as required.

Responsibilities include cash handling, cross-selling, and inputting loan/applicant requests, while adhering to security procedures. A high school diploma and strong communication skills are essential for success.

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.

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.

Skills

Customer service

Sales

Communication

Interpersonal skills

Attention to detail

Education

High school diploma or equivalent

Job description

Sierra Central is seeking a reliable Financial Services Associate I-IV to deliver exceptional member service and process transactions accurately. You will promote credit union products, meet production goals, and assist customers with their banking needs across branches as required.

Responsibilities include cash handling, cross-selling, and inputting loan/applicant requests, while adhering to security procedures. A high school diploma and strong communication skills are essential for success.