Banking Services Associate: Customer-Focused Cross-Sell

Sierra Central Credit Union; United States; On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan

Paid Time Off

Holidays

Travel Reimbursement

Teladoc

Employee Assistance Program

HSA

Job summary

Sierra Central Credit Union is seeking a Financial Services Associate I-IV to deliver exceptional member service, process transactions accurately, and promote credit union products. You will greet customers, handle deposits and withdrawals, balance cash drawers, and support cross-selling efforts across branches.

Ideal candidates have a high school diploma, experience in customer service, strong communication, and attention to detail.

Qualifications

• High school diploma or equivalent.
• Prior 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

• Greet customers and assist with banking needs.
• Process deposits, withdrawals, and other transactions accurately.
• Balance cash drawers and reconcile discrepancies.
• Cross-sell bank products and services to customers.
• Input new account/loan applications.
• Assist customers with inquiries and problem resolution professionally.
• Adhere to bank procedures and security protocols.
• Travel and work at other branches as needed.

Skills

Customer service

Sales & cold-calling

Communication

Attention to detail

Fast-paced environment

Education

High school diploma or equivalent

Job description

Sierra Central Credit Union is seeking a Financial Services Associate I-IV to deliver exceptional member service, process transactions accurately, and promote credit union products. You will greet customers, handle deposits and withdrawals, balance cash drawers, and support cross-selling efforts across branches.

Ideal candidates have a high school diploma, experience in customer service, strong communication, and attention to detail.