Qureos Mentor

Sierra Central Credit Union

<div>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:<ul><li>Greeting customers and assisting them with their banking needs</li><li>Processing deposits, withdrawals, and other transactions accurately and efficiently</li><li>Balancing cash drawers and reconciling discrepancies</li><li>Cross-selling bank products and services to customers</li><li>Inputting new account/loan applicant requests</li><li>Assisting customers with account inquiries and problem resolution in a professional manner</li><li>Adhering to bank procedures and security protocols to ensure the safety of customer transactions</li><li>Willing to travel and work at other branches as business needs dictate, sometimes on short notice.</li></ul>
Requirements:

Qualifications:<ul><li>High school diploma or equivalent</li><li>Previous customer service experience preferred</li><li>Comfortable doing sales and cold-calling</li><li>Strong communication and interpersonal skills</li><li>Ability to work efficiently in a fast-paced environment</li><li>Attention to detail and accuracy in handling transactions</li><li>Knowledge of banking products and services is a plus</li><li>Must pass background check</li></ul>
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:<ul><li>
Medical, Dental &amp; Vision Insurance options</li><li>
Voluntary Lines including hospital indemnity, accident, and critical illness policies</li><li>
Company Paid HRA (with enrollment in certain health plans)</li><li>
Company Paid Basic Term Life Insurance
<ul><li>Coverage at 2&times; annual base salary, up to a maximum of $500,000 for full-time employees</li>
<li>$25,000 for part-time employees</li>
</ul></li><li>Company Paid Long-Term Disability Insurance for Full-Time Employees</li><li>
Company Paid Telehealth Services Membership (Teladoc)</li><li>
Company Paid Employee Assistance Program (EAP)</li><li>
401(k) Retirement Plan
<ul><li>Employer-funded safe harbor contribution of 3% of employee's eligible earnings</li>
<li>Discretionary employer match on employee contributions</li>
</ul></li><li>Flexible Spending Accounts
<ul><li>HSA</li>
<li>Medical FSA</li>
<li>Dependent Care FSA</li>
<li>Limited Purpose FSA</li>
</ul></li><li>Paid Time Off
<ul><li>Vacation accruals based on status and tenure within company</li>
<li>12 sick days accrued annually for full-time employees</li>
<li>1 hour for every 30 hours worked for part-time employees</li>
<li>11 paid holidays (eligible after 90 days of employment)</li>
</ul></li><li>Travel Expense Reimbursement
<ul><li>All necessary and work-related travel expenses will be reimbursed in accordance with company policy</li>
</ul></li></ul>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.</div>

Financial Services Associate I - IV

<div>Description:

Summary
Takes a team role in the department to maintain a positive working environment and provides exceptional member service experience while minimizing losses and errors. Use judgment and knowledge based on training to interpret policies and procedures. 
Essential Functions
1. Working time is spent as follows:
 a. 90% of total working time is spent on the phone using the following equipment:
 i. Headset
 ii. Computer
 iii. Printer
 b. 10% of total working time is spent:
 i. Researching member questions.
 ii. Preparing and mailing member correspondence.
2. Maintains a high standard of member service in the department and takes ownership of work.
3. Maintains a high level of productivity in the department.
4. Practices proactive cross-selling.
5. Be knowledgeable in Sierra Central Product and Services.
6. Be knowledgeable and adheres to policies, procedures and security controls.
7. Processes member requests and makes adjustments to accounts when necessary.
8. Engage in ongoing training.
9. Contribute to regularly scheduled department meetings and team efficiency.
10. Utilize tact and experience-based knowledge to resolve member complaints and explain specific policies and procedures.
11. Practice proper security and processing controls for negotiable items.
12. Responsible for timely processing of mail, email action requests and inter-office courier bags.
13. Ensure that all mailed information is complete and in accordance with established policies and procedures while proper records are accurately maintained.
14. Actively listen to member requests or concerns and provide solutions.
15. Must handle a minimum of 75 calls per day, with an average &ldquo;wrap-up&rdquo; time of 45 seconds or less.
16. Adhere to the Call Evaluation form at a 90% or better score.
17. Must be able to adhere to a flexible schedule, including nights and weekends.
18. Perform other duties as assigned by supervisor
Requirements:

Required Skills and Abilities
1. Skilled at professional communication both verbal and written at all times.
2. Ability to work well under pressure with high call volumes
3. Must demonstrate proficiency in all current Call Center programs, such as but not limited to:<ul><li>
DNA or current Core System</li><li>
Talk Desk or current Phone System</li><li>
Chat On-Line</li><li>
Visa On-Line</li><li>
Zelle</li><li>
Payment by phone portal</li><li>
Architect</li><li>
Card Valet</li><li>
Mobile Banking</li><li>
Client Central</li><li>
Experian</li><li>
Paylocity</li></ul>
4. Excellent telephone etiquette.
5. Professional communication skills both verbal and written.
6. Accuracy with numbers.
7. Detail-orientated.
8. Proven ability to work effectively and cooperatively with public and co-workers.
Education and Experience
1. High school diploma or equivalent.
2. Has successfully completed requirements of Call Center Representative I.
Physical Requirements and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>
Prolonged periods of sitting at a desk and working on a computer &ndash; 7 to 8 hours per day.</li><li>
Light lifting, carrying, pushing and/or pulling objects up to 25 lbs.</li><li>
Intermittent walking and bending.</li><li>
General office environment: works generally at a desk in a well-lighted, air-conditioned cubicle/office, with moderate noise levels.</li></ul>
Work Location 
This is an on-site position at our Corporate Headquarters in Yuba City, CA. Remote work not available.
Compensation Range
The company anticipates offering an hourly range between $20.09 and $28.75 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.
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:<ul><li>
Medical, Dental &amp; Vision Insurance options</li><li>
Voluntary Lines including hospital indemnity, accident, and critical illness policies</li><li>
Company Paid HRA (with enrollment in certain health plans)</li><li>
Company Paid Basic Term Life Insurance
<ul><li>Coverage at 2&times; annual base salary, up to a maximum of $500,000 for full-time employees</li>
<li>$25,000 for part-time employees</li>
</ul></li><li>Company Paid Long-Term Disability Insurance for Full-Time Employees</li><li>
Company Paid Telehealth Services Membership (Teladoc)</li><li>
Company Paid Employee Assistance Program (EAP)</li><li>
401(k) Retirement Plan
<ul><li>Employer-funded safe harbor contribution of 3% of employee's eligible earnings</li>
<li>Discretionary employer match on employee contributions</li>
</ul></li><li>Flexible Spending Accounts
<ul><li>HSA</li>
<li>Medical FSA</li>
<li>Dependent Care FSA</li>
<li>Limited Purpose FSA</li>
</ul></li><li>Paid Time Off
<ul><li>Vacation accruals based on status and tenure within company</li>
<li>12 sick days accrued annually for full-time employees</li>
<li>1 hour for every 30 hours worked for part-time employees</li>
<li>11 paid holidays (eligible after 90 days of employment)</li>
</ul></li><li>Travel Expense Reimbursement
<ul><li>All necessary and work-related travel expenses will be reimbursed in accordance with company policy</li>
</ul></li></ul>The preceding list of duties does not include all tasks and responsibilities that may be required with this position. Additional tasks may be assigned, as departmental and operational needs require.</div>

Call Center Representative I-IV - (On-site Yuba City, CA)

Join Sierra Central Credit Union and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Sierra Central Credit Union

About Company

Financial Services Associate I - IV

Call Center Representative I-IV - (On-site Yuba City, CA)