Financial Services Associate I - IV
About this role
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.