About this position
On-Site in Yuba City, CA. Remote work not available.
Summary
Provide accurate, prompt and professional member service while promoting credit union services. Actively participate in the virtual branch efforts to meet or exceed assigned production goals.
Essential Functions
1. Provide accurate, prompt, courteous and efficient service to credit union members.
2. Maintain a satisfactory performance record; including balancing, attendance, and sales referrals.
3. Performance of daily duties in compliance with established policies, procedures, and guidelines.
4. Inform members about additional credit union products and services.
5. Perform accurate complex input/output functions on the credit union computer systems that relates to account, loan, and general ledger postings.
6. Must achieve assigned individual sales goals and actively participate in all branch efforts to meet or exceed assigned production goals.
7. Maintain security of all cash, deposited items, and negotiable instruments.
8. Answer the telephone in accordance with established phone answering sequence, using an established greeting and adhering to a service quality script.
9. Must work well under pressure, meeting multiple and sometimes conflicting deadlines.
10. Adaptable to changing member services requirements; including scheduling flexibility, self-motivating, and ability to multi-task on different levels.
11. 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.
12. Must ensure that each interaction with members and co-workers is polite, professional, and respectful at all times.
13. Must be able to travel and work at other branches as business needs dictate, sometimes on short notice.
14. Must be able to travel to different locations to attend training classes.
15. Successful completion of FSA I required training courses per the Training Development Department or as specified by SVP/RVP.
16. Additional duties as assigned.
Requirements:Required Skills and Abilities
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.
Education and Experience
- High school diploma or equivalent is required.
- Must be familiar with basic computer functions and programs.
- Previous cash handling experience and working knowledge of Microsoft Office programs preferred.
- Successful completion of required training courses per the Talent Development Center.
- Required training courses must be completed within specified training period or as scheduled by SVP/RVP.
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 (eligible after 90 days of employment)
- Travel Expense Reimbursement
- All necessary and work-related travel expenses will be reimbursed in accordance with company policy
If you are a motivated individual with a passion for providing excellent customer service, we encourage you to apply for this position. We offer a competitive salary, benefits package, and opportunities for career growth within our organization. We look forward to receiving your application and potentially welcoming you to our team as a Financial Services Associate I - IV. Thank you for considering this employment opportunity.
Salary Information