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Sierra Central Credit Union

Financial Services Associate I - IV

boston ravine, CA

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About this opportunity

Sierra Central Credit Union lists this Financial Services Associate I - IV opportunity in boston ravine, California. Review the employer’s description below for duties, qualifications and application requirements.

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

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Who can apply

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