Financial Services Associate I - IV

Responsibilities

• Greeting customers and assisting 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 needed

Requirements

• 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

Compensation

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.

Benefits

• 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
• 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
• Medical FSA
• Dependent Care FSA
• Limited Purpose FSA
• Paid Time Off
• Vacation accruals based on status and tenure within company
• Sick days accrued annually for full-time employees
• 11 paid holidays (eligible after 90 days of employment)
• Travel Expense Reimbursement

Qualifications

• Four plus years credit union/financial institution experience
• Strong foundation in member service, cross-selling, and loan processes
• One-year experience as Financial Service Representative preferred