Financial Services Associate | Growth & Branch Travel

Sierra Central Credit Union

Yuba City (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
Telehealth Services
Employee Assistance Program
Paid Time Off & Holidays

Job summary

Sierra Central Credit Union in California seeks a reliable Financial Services Associate I-IV to deliver exceptional member service, process transactions, and promote banking products.

You will participate in branch efforts to meet production goals, handle deposits and withdrawals, and assist customers with inquiries while maintaining strong security practices. Occasional travel to other branches may be required.

Qualifications

  • High school diploma or equivalent.
  • Experience in customer service preferred.
  • Comfortable with sales and cold-calling.
  • Strong communication and interpersonal skills.
  • Ability to work efficiently in a fast-paced environment.
  • Attention to detail in handling transactions.
  • 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 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.
  • Adhere to bank procedures and security protocols for transactions.
  • Willing to travel to other branches as needed.

Skills

Customer service
Sales
Cross-selling
Cash handling
Communication
Attention to detail
Banking product knowledge

Education

High school diploma

Job description

Sierra Central Credit Union in California seeks a reliable Financial Services Associate I-IV to deliver exceptional member service, process transactions, and promote banking products.

You will participate in branch efforts to meet production goals, handle deposits and withdrawals, and assist customers with inquiries while maintaining strong security practices. Occasional travel to other branches may be required.

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