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Sierra Central Credit Union
Willows, CA | Other
$47k-57k (estimate)
1 Month Ago
Financial Services Associate I
$47k-57k (estimate)
Other 1 Month Ago
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Sierra Central Credit Union is Hiring a Financial Services Associate I Near Willows, CA

Job Details

Job Location: Willows Branch - Willows, CA
Position Type: Full Time
Salary Range: Undisclosed
Job Shift: Day
Job Category: Banking

Description

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.

Essential Duties and Primary Responsibilities

  1. Ability to effectively communicate with a wide range of personality types.
  2. Ability to effectively communicate verbally or in writing, and ability to speak and present in an effective manner.
  3. Must work well under pressure, meeting multiple and sometimes conflicting deadlines.
  4. Adaptable to changing member services requirements; including scheduling flexibility, self-motivating, and ability to multi-task on different levels.
  5. Must participate in activities as assigned by Branch Vice President and/or Operations Managers to achieve branch and/or individual sales goals. Includes telemarketing, in-branch promos, cross-selling and up-selling.
  6. Ability to perform accurate complex input/output functions on the credit union computer systems that relates to account, loan, and general ledger postings.
  7. Must be able to travel and work at other branches as business needs dictate, sometimes on short notice.
  8. Must be able to travel to different locations to attend training classes.
  9. Must at all times, demonstrate cooperative behavior with colleagues and supervisors.
  10. Provide accurate, prompt, courteous and efficient service to credit union members.
  11. Maintain a satisfactory performance record; including balancing, attendance, and sales referrals.
  12. Performance of daily duties in compliance with established policies, procedures, and guidelines.
  13. Inform members about additional credit union products and services.
  14. Must achieve assigned individual sales goals and actively participate in all branch efforts to meet or exceed assigned production goals.
  15. Maintain security of all cash, deposited items, and negotiable instruments.
  16. Answer the telephone in accordance with established phone answering sequence, using an established greeting and adhering to a service quality script.
  17. Must ensure that each interaction with members and co-workers is polite, professional, and respectful at all times.
  18. Successful completion of FSA I required training courses per the Training Development Department or as specified by SVP/RVP.
  19. Additional duties as assigned.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Continuous standing or sitting for up to 8 hours per day.
  2. Reach across the teller station counter to comfortably count out/hand cash to members
  3. Intermittent bending, squatting and walking.
  4. Lifting up to 25 pounds.

Qualifications


Starting pay is $19.56 - $20.38 an hour depending on experience along with a great choice of benefits for full-time and part-time employees.

The position qualifications are as follows:

  1. High school diploma or equivalent is required.
  2. Must be familiar with basic computer functions and programs.
  3. Previous cash handling experience and working knowledge of Microsoft Office programs preferred.
  4. Successful completion of required training courses per the Career Path Program.
  5. Required training courses must be completed within specified training period or as scheduled by SVP/RVP.

Job Summary

JOB TYPE

Other

SALARY

$47k-57k (estimate)

POST DATE

04/14/2023

EXPIRATION DATE

05/16/2024

WEBSITE

sccu4u.com

HEADQUARTERS

Yuba City, CA

SIZE

<25

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The job skills required for Financial Services Associate I include Cross-Selling, Cash Handling, Microsoft Office, Flexibility, Communicates Effectively, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Associate I. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Associate I. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Services Associate I positions, which can be used as a reference in future career path planning. As a Financial Services Associate I, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Associate I. You can explore the career advancement for a Financial Services Associate I below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

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They also record financial transactions, update statements, and check financial records for accuracy.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Services Associate jobs

Those who aspire to become financial services associates at some point should also consider starting as a client service associate.

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Complete a Financial Adviser Standards and Ethics Authority (FASEA) approved Bachelor degree or equivalent.

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Step 3: View the best colleges and universities for Financial Services Associate.

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