Financial Services Associate I - IV

Paylocity; Grass Valley (CA); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

401(k) Retirement Plan

Paid Time Off

Holiday pay

Travel reimbursement

Job summary

Paylocity in Grass Valley, CA seeks a reliable Financial Services Associate I-IV to deliver exceptional member service, process transactions accurately, and promote banking products.

Responsibilities include greeting customers, handling deposits and withdrawals, balancing cash drawers, cross-selling, and assisting with new account or loan requests. Travel to other branches may be required. We offer a comprehensive benefits package and opportunities for merit-based growth.

Qualifications

• High school diploma or equivalent.
• Experience in customer service preferred.
• Comfortable with sales and cold-calling.
• Strong communication and interpersonal skills.
• Detail-oriented with accurate cash handling.
• Knowledge of banking products a plus.
• Must pass background check.

Responsibilities

• Greeting customers and assisting with 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 inquiries and problem resolution.
• Adhering to bank procedures and security protocols.
• Willing to travel and work at other branches as needed.

Skills

Customer service

Communication

Sales

Attention to detail

Education

High school diploma or equivalent

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