Senior Financial Services Associate - Member Growth

Sierra Central Credit Union; Redding (CA); On-site; USD 27,552 - 38,572; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Life Insurance

401(k) Retirement Plan

Paid Time Off

12 holidays

Travel reimbursement

EAP

HSA

Job summary

Sierra Central Credit Union is actively seeking a Financial Services Associate I–IV to deliver exceptional member service, accurately process transactions, and promote our products and services. The role aims to help the branch meet or exceed production goals and deliver a positive member experience.

The position involves greeting customers, processing deposits and withdrawals, balancing cash drawers, cross-selling bank products, and inputting new account/loan requests.

Qualifications

• High school diploma or equivalent required.
• 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 & cross-selling

Communication skills

Attention to detail

Fast-paced environment

Education

High school diploma or equivalent

Job description

Sierra Central Credit Union is actively seeking a Financial Services Associate I–IV to deliver exceptional member service, accurately process transactions, and promote our products and services. The role aims to help the branch meet or exceed production goals and deliver a positive member experience.

The position involves greeting customers, processing deposits and withdrawals, balancing cash drawers, cross-selling bank products, and inputting new account/loan requests.