Financial Services Associate I - IV

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

Description

We are seeking a reliable and customer-focused individual to join our team as a Financial Services Associate I-IV. In this role, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to customers.

Summary:

Provide accurate, prompt and professional member service while promoting credit union services. Actively participate in the branch efforts to meet or exceed assigned production goals.

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.

Requirements

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

Compensation Range

The company anticipates offering an annual salary between $20.09 and $28.16 for this position at the time of hire. This range includes base salary (or hourly wages) and does not include possible overtime for non-exempt employees or any applicable performance-based incentives or commissions.

Financial Service Associate I - $20.09 - $20.59 - No banking to less than 3 years of banking/financial institution experience. Cash handling and customer service preferred.

Financial Service Associate II - $21.00 - $22.57 - Three years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one year experience as Financial Service Associate preferred.

Financial Service Associate III - $23.60 - $25.46 - Four years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.

Financial Service Associate IV - $25.00 - $28.16 - Four plus years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.

Annual Merit Increase

Employees are eligible for a discretionary yearly merit-based salary adjustment, based on individual performance and company results.

Comprehensive Benefits Package

We provide a robust benefits package designed to support your health, financial security, and work-life balance including:

• Medical, Dental & Vision Insurance options
• Voluntary Lines including hospital indemnity, accident, and critical illness policies
• Company Paid HRA (with enrollment in certain health plans)
• Company Paid Basic Term Life Insurance
• Coverage at 2× annual base salary, up to a maximum of $500,000 for full-time employees
• $25,000 for part-time employees
• Company Paid Long-Term Disability Insurance for Full-Time Employees
• Company Paid Telehealth Services Membership (Teladoc)
• Company Paid Employee Assistance Program (EAP)
• 401(k) Retirement Plan
• Employer-funded safe harbor contribution of 3% of employee's eligible earnings
• Discretionary employer match on employee contributions
• Flexible Spending Accounts
• HSA
• Medical FSA
• Dependent Care FSA
• Limited Purpose FSA
• Paid Time Off
• Vacation accruals based on status and tenure within company
• 12 sick days accrued annually for full-time employees
• 1 hour for every 30 hours worked for part-time employees
• 11 paid holidays
• Travel Expense Reimbursement
• All necessary and work-related travel expenses will be reimbursed in accordance with company policy