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Job · Placerville, CA

Financial Services Associate I - IV

Credit Unions in the State of California · $79.3M budget · 311 staff · Since 1955

Why Credit Unions in the State of California

FY2024 · Form 990Its mission and biggest programs, as filed

Offers financial services and competitive rates to serve members and the community.

  • Sierra central Credit union (the Credit union) provides financial services, including savings, checking, money market, ira savings accounts and regular and ira cds to member owners. Members have access to over 30,000 atms, online banking, and debit cards. In 2024…

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$143K–$573K
11 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$78.2M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
311
employees
10 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+1%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
21 mo
of spending, in cash and securities
Looks good: 21.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 1961
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

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…

Read the full posting

About Credit Unions in the State of California

From its Form 990