Financial Services Associate: Customer-Driven Banking

Sierra Central Credit Union

Susanville (CA)

On-site

USD 28,000 - 39,000

Full time

2 days ago
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Benefits offered by this job

Medical, Dental & Vision Insurance
401(k) Retirement Plan
Paid Time Off
Holiday pay
Travel Expense Reimbursement

Job summary

Sierra Central Credit Union in Susanville, CA seeks a Financial Services Associate I-IV to provide friendly member service, process transactions accurately, and promote credit union products. You will greet customers, handle deposits and withdrawals, balance cash drawers, and assist with new accounts or loan applications.

The role requires strong communication, attention to detail, and adherence to security protocols.

Qualifications

  • High school diploma or equivalent.
  • Previous customer service experience preferred.
  • Comfortable with sales and cold-calling.
  • Strong communication and interpersonal skills.
  • Ability to work accurately in a fast-paced environment.
  • Knowledge of banking products is a plus.
  • Must pass background check.

Responsibilities

  • Greet customers and assist with banking needs.
  • Process deposits, withdrawals, and other transactions.
  • 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 procedures and security protocols.
  • Willing to travel and work at other branches as needed.

Skills

Customer service
Cash handling
Sales / cross-selling
Communication skills
Attention to detail

Education

High school diploma or equivalent

Job description

Sierra Central Credit Union in Susanville, CA seeks a Financial Services Associate I-IV to provide friendly member service, process transactions accurately, and promote credit union products. You will greet customers, handle deposits and withdrawals, balance cash drawers, and assist with new accounts or loan applications.

The role requires strong communication, attention to detail, and adherence to security protocols.

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