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:
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Medical, Dental & Vision Insurance options
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Voluntary Lines including hospital indemnity, accident, and critical illness policies
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Company Paid HRA (with enrollment in certain health plans)
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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
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Company Paid Telehealth Services Membership (Teladoc)
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Company Paid Employee Assistance Program (EAP)
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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.
