Financial Services Associate - Customer-Centric Banker

Paylocity; Boston Ravine (CA); On-site; USD 41,000 - 58,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Paid Time Off

HSA

Teladoc

EAP

Life Insurance

Disability Insurance

Travel reimbursements

Job summary

Paylocity in the United States is seeking a Financial Services Associate I-IV to deliver exceptional member service, process transactions accurately, and promote banking products. This role requires greeting customers, handling deposits and withdrawals, balancing cash, and cross-selling services with a strong focus on accuracy.

Responsibilities include inputting new account/loan requests, assisting with inquiries and problem resolution, and adhering to procedures and security protocols.

Qualifications

• High school diploma or equivalent.
• Customer service experience preferred.
• Sales and cold-calling ability.
• Strong communication and interpersonal skills.
• 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.
• 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

Detail orientation

Education

High school diploma

Job description

Paylocity in the United States is seeking a Financial Services Associate I-IV to deliver exceptional member service, process transactions accurately, and promote banking products. This role requires greeting customers, handling deposits and withdrawals, balancing cash, and cross-selling services with a strong focus on accuracy.

Responsibilities include inputting new account/loan requests, assisting with inquiries and problem resolution, and adhering to procedures and security protocols.