Financial Services Associate I - IV jobs in United States
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Sierra Central Credit Union · 1 day ago

Financial Services Associate I - IV

Sierra Central Credit Union is seeking a reliable and customer-focused individual to join their team as a Financial Services Associate I-IV. The role involves providing exceptional customer service, processing transactions accurately, and promoting the credit union's products and services to customers.

BankingCredit CardsFinancial Services

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

Qualification

Customer service experienceBanking productsSales skillsCommunication skillsInterpersonal skillsAttention to detailWork fast-paced

Required

High school diploma or equivalent
Strong communication and interpersonal skills
Ability to work efficiently in a fast-paced environment
Attention to detail and accuracy in handling transactions
Must pass background check

Preferred

Previous customer service experience preferred
Comfortable doing sales and cold-calling
Knowledge of banking products and services is a plus
Financial Service Associate I - No banking to less than 3 years of banking/financial institution experience. Cash handling and customer service preferred
Financial Service Associate II - 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 - 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 - 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

Benefits

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 (eligible after 90 days of employment)
Travel Expense Reimbursement
All necessary and work-related travel expenses will be reimbursed in accordance with company policy

Company

Sierra Central Credit Union

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Sierra Central Credit Union is a credit union company that offers online banking, mobile wallet, and loan services.

Funding

Current Stage
Growth Stage

Leadership Team

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Ronald Sweeney
President and CEO
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Ernie Martin
SVP Chief Lending Officer
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Company data provided by crunchbase