Financial Services Associate I - IV

Sierra Central; Susanville (CA); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

401(k) Retirement Plan

Travel expense reimbursement

Paid Time Off

Job summary

Sierra Central is seeking a reliable Financial Services Associate I-IV to deliver exceptional member service and process transactions accurately. You will promote credit union products, meet production goals, and assist customers with their banking needs across branches as required.

Responsibilities include cash handling, cross-selling, and inputting loan/applicant requests, while adhering to security procedures. A high school diploma and strong communication skills are essential for success.

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.

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.

Skills

Customer service

Sales

Communication

Interpersonal skills

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

If you are a motivated individual with a passion for providing excellent customer service, we encourage you to apply for this position. We offer a competitive salary, benefits package, and opportunities for career growth within our organization. We look forward to receiving your application and potentially welcoming you to our team as a Financial Services Associate I - IV. Thank you for considering this employment opportunity.