Financial Services Associate I - IV

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Job Type

Full-time

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 (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 Description

$20.09 - $28.16 depending on experience