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SC
Sierra Central Credit Union
Financial Services Associate I - IV
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Services Representative
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Based on California data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$78,186 / year median in California
-6% projected decline
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.
- IV.
Benefits
- Paid Time Off (PTO)
- 401(k) Plans
- Other Retirement and Savings
- Health and Wellness Programs