Customer-Focused Financial Services Specialist

Sierra Central Credit Union; Grass Valley (CA); On-site; USD 42,000 - 59,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

401(k) Retirement Plan

Paid Time Off

Sick days

Travel Expense Reimbursement

Paid Holidays

Job summary

Sierra Central Credit Union in Grass Valley, California, is seeking a Financial Services Associate I-IV who delivers friendly member service, processes transactions accurately, and promotes our financial products. The role involves handling deposits, withdrawals, cross-selling services, and assisting with new accounts, while complying with security protocols.

The position supports a growing credit union, offers opportunities across multiple levels, and may require travel to other branches as

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 skills

Attention to detail

Fast-paced environment

Education

High school diploma

Job description

Sierra Central Credit Union in Grass Valley, California, is seeking a Financial Services Associate I-IV who delivers friendly member service, processes transactions accurately, and promotes our financial products. The role involves handling deposits, withdrawals, cross-selling services, and assisting with new accounts, while complying with security protocols.

The position supports a growing credit union, offers opportunities across multiple levels, and may require travel to other branches as