Top 14 Finance associate Jobs in Roseville Ca

Financial Services Associate I - IV Full Time 32 Hours
Sierra Central Credit Union —Roseville, CA
- $20.09 - $28.16 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
ASSOCIATE PROPERTY APPRAISER (BOARD OF EQUALIZATION)
Board of Equalization —Sacramento County, CA
- $6,646 - $8,324 a month
- Online Application
- Hybrid work
- Mid-level
- Office
- Driver's License
- Free parking
- Opportunities for advancement
Financial Services Associate
Carrington College —Sacramento, CA
- $24 - $28 an hour
- Background check
- Mid-level
- Office
Quick Apply
9d
Wealth Management Associate
Equitable Advisors —Folsom, CA
- $40,900 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM
Public Employees Retirement System —Sacramento County, CA
- $10,937.50 - $18,229.17 a month
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Free parking
- Opportunities for advancement
Associate Financial Wellness Specialist
My Secure Advantage —Roseville, CA
- $58,000 - $72,000 a year
- Full-time
- Hybrid work
- Background check
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Services Associate
San Joaquin Valley College —Sacramento, CA
- $20 - $28 an hour
- Background check
- Mid-level
- Office
Quick Apply
12d
Associate - West Advisor Group
Thrivent —Sacramento, CA
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply
Senior Tax Associate, Financial Services
Crowe —Sacramento, CA
- $72,700 - $144,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
Quick Apply
12d

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ASSOCIATE PROPERTY APPRAISER (BOARD OF EQUALIZATION)
Board of Equalization —Sacramento County, CA
Under the general direction of the Chief of the Taxpayers' Rights Advocate office, the Associate Property Appraiser performs activities related to investigation…
$6,646 - $8,324 a month

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Financial Services Associate I - IV Full Time 32 Hours

Sierra Central Credit Union -
Roseville, CA

Quick Apply

Job Details

Full-time
$20.09 - $28.16 an hour

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
Life insurance

Qualifications

Customer communication
Financial sales
Networking through cold outreach
High school diploma or GED
Initial Contact (sales skills)
Outbound calling
Telemarketing

Full Job Description

Description:

We are seeking a reliable and customer-focused individual to join our team as a full time 32 hour 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
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.

Quick Apply

Refine Your Search

finance associate jobs in roseville ca

Financial Services Associate I - IV Full Time 32 Hours

ASSOCIATE PROPERTY APPRAISER (BOARD OF EQUALIZATION)

Financial Services Associate

Wealth Management Associate

ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM

Associate Financial Wellness Specialist

Financial Services Associate

Associate - West Advisor Group

Senior Tax Associate, Financial Services

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