Customer-Focused Financial Services Associate | Cross-Sell

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

Benefits offered by this job

Medical, Dental & Vision Insurance

401(k) Retirement Plan

Paid Time Off

Life Insurance

Telehealth Services

Job summary

Sierra Central Credit Union is seeking a reliable Financial Services Associate I-IV to deliver exceptional member service, handle transactions accurately, and promote credit union products. You will support branch objectives and participate in rotating assignments across branches as needed.

The role includes daily cash handling, sales activities, and staying compliant with bank procedures, with opportunities for advancement as you gain experience in member services and loan processes.

Qualifications

• High school diploma or equivalent
• 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 transactions accurately
• Balance cash drawers and reconcile discrepancies
• Cross-sell bank products and services
• Input new account/loan applicant requests
• Assist customers with inquiries and problem resolution
• Follow bank procedures and security protocols
• Willing to travel and work at other branches as needed

Skills

Customer service

Sales

Communication

Attention to detail

Banking knowledge

Education

High school diploma or equivalent

Job description

Sierra Central Credit Union is seeking a reliable Financial Services Associate I-IV to deliver exceptional member service, handle transactions accurately, and promote credit union products. You will support branch objectives and participate in rotating assignments across branches as needed.

The role includes daily cash handling, sales activities, and staying compliant with bank procedures, with opportunities for advancement as you gain experience in member services and loan processes.