financial services associate

Sierra Central Credit Union

<div>Description:
<p>
We are seeking a reliable and customer-focused individual to join our team as a part-time 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.</p><p>
Summary:</p><p>
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.</p><p>
Responsibilities:</p><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:
<p>
Qualifications:</p><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><p>
Compensation Range</p><p>
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.</p><p>
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.</p><p>
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.</p><p>
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.</p><p>
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.</p><p>
Annual Merit Increase</p><p>
Employees are eligible for a discretionary yearly merit-based salary adjustment, based on individual performance and company results.</p><p>
Comprehensive Benefits Package:</p><p>
We provide a robust benefits package designed to support your health, financial security, and work-life balance including:</p><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><p>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.</p></div>

Part-Time Financial Services Associate I - IV

<div>Description:
<p>
We are seeking a reliable and customer-focused individual to join our team as 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.</p><p>
Summary:</p><p>
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.</p><p>
Responsibilities:</p><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:
<p>
Qualifications:</p><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><p>
Compensation Range</p><p>
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.</p><p>
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.</p><p>
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.</p><p>
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.</p><p>
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.</p><p>
Annual Merit Increase</p><p>
Employees are eligible for a discretionary yearly merit-based salary adjustment, based on individual performance and company results.</p><p></p><p><br>
Comprehensive Benefits Package:</p><p>
We provide a robust benefits package designed to support your health, financial security, and work-life balance including:</p><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><p>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.</p></div>

Financial Services Associate I - IV Full Time 32 Hours

Propel Consult

<p>Position: Finance Associate<br/>Role Purpose: The Finance Associate will support financial planning, analysis, reporting, and daily financial operations. This role involves assisting in budgeting, forecasting, account reconciliation, and ensuring compliance with financial policies and regulations.</p><p>KEY RESPONSIBILITIES, ACCOUNTABILITIES AND ACTIVITIES</p><ul><li>Assist in preparing monthly, quarterly, and annual financial reports.</li><li>Support budgeting and forecasting processes to meet departmental goals.</li><li>Perform account reconciliations and resolve discrepancies in financial records.</li><li>Process invoices, payments, and expense reports promptly.</li><li>Maintain accurate financial records and documentation in compliance with regulations.</li><li>Assist with audits and ensure compliance with accounting standards and requirements.</li><li>Prepare financial statements and management reports for review.</li><li>Monitor accounts payable and accounts receivable to ensure timely processing.</li><li>Support senior finance team members with ad-hoc financial analysis as needed.</li></ul><p><b>Requirements:</b></p><p>Qualifications</p><ul><li>Minimum Bachelor&rsquo;s degree in Finance, Accounting, or a related field. ACCA or other professional certifications are an advantage.</li><li>2&ndash;4 years of experience in the financial sector, preferably in a similar role.</li><li>Skills</li><li>Proficiency in MS Office, especially advanced Excel.</li><li>Strong budget tracking and financial reporting skills.</li><li>Vendor negotiation and management skills.</li><li>Excellent problem-solving abilities and attention to detail.</li><li>Strong communication skills for effective collaboration within the team.</li></ul><p>Job Type: Full-time</p>

Finance Associate

CliftonLarsonAllen

<div><div>CLA is a top 10 national professional services firm where our purpose is to <i>create opportunities</i> every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9,000 people, 130 U.S. locations, and a global reach, we promise to know you and help you.</div><div></div><div>
CLA is dedicated to building a <div>culture</div> that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.</div><div></div><div>
Our Perks:</div><ul><li><div>
Flexible PTO (designed to offer flexible time away for you!)</div></li><li><div>
Up to 12 weeks paid parental leave</div></li><li><div>
Paid Volunteer Time Off</div></li><li><div>
Mental health coverage</div></li><li><div>
Quarterly Wellness stipend</div></li><li><div>
Fertility benefits</div></li><li><div>
Complete list of benefits <div>here</div></div></li></ul><div></div><div>
CLA is currently seeking an Associate to join our CAAS (Nonprofit Industry) team based out of our Boise, ID office.</div><div><br>
Job Responsibilities:</div><ul><li><div>
Client Service: Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.</div></li><li><div>
Day to Day Transactions: Coordinates &amp; processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.</div></li><li><div>
Month End Processing: Completes financial statements. Coordinates and completes account reconciliations (i.e. bank &amp; credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals.) Completes complex account reconciliations that have been previously set up and supported by Senior Associate, Assistant Controller, Controller or CFO.</div></li><li><div>
Quarterly/Annual Processing: Completes sales tax returns, Form 1099s and other forms or items as requested by clients.</div></li></ul><div></div><div>
Job Requirements:</div><ul><li><div>
Accounting and financial experience is preferred.</div></li><li><div>
Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.</div></li></ul><div><br>
#LI-NM1</div><div></div><div>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities</div><div></div><div><br>
Wellness at CLA</div><div>
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.</div><div></div><div>
To view a complete list of benefits click <div>here</div>.</div></div><div></div>

Accounting Associate (CAAS - Nonprofit Industry)

Edward Jones

<div><b>There's power in partnership.
</b><br>
<br>
You want to make an impact. We'll help you do it. As a licensed branch associate at Edward Jones, you'll work side by side with a financial advisor to serve clients, strengthen relationships, and deliver an exceptional experience.<br>
<br>
You'll have access to industry-leading training, innovative tools, and mentorship to help you grow your skills and advance your career. As part of a close-knit branch team, you'll build meaningful connections and play a vital role in helping clients achieve what matters most.<br>
<br>
This is your opportunity to learn, lead, and build a career that changes lives including your own.<br>
<br>
<b>Job Overview</b><br>
<br>
<b>Position Schedule: </b>Full-Time<br>
<br>
Branch Address: 82 Woodstock Avenue, Rutland, VT<br>
<br>
This job posting is anticipated to remain open for 30 days, from 19-Mar-2026. The posting may close early due to the volume of applicants.<br>
<br>
<b>If you're looking for a challenging and rewarding career</b>, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.<br>
<br>
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.<br>
<br>
<b>We'll give you the support you need.</b><br>
<br>
<b>Our team will be there every step of the way, providing:</b><br>
<ul><li>
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program</li><li>
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources</li></ul><br>
<b>
What characteristics would make you a successful Associate Financial Advisor?</b><br>
<ul><li>
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions</li><li>
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate</li><li>
Resiliency and adaptability in a nimble learning environment</li><li>
Attention to detail, strong organizational and time management skills</li></ul><br>
<b>
Can you see yourself...</b><br>
<ul><li>
Providing personalized investment and financial solutions to clients?</li><li>
Cultivating relationships in your local community to grow the business?</li><li>
Contributing to the branch business plan to increase branch effectiveness?</li></ul><br>
<b>
As a salaried professional, you can also expect...</b><br>
<ul><li>
A culture of continuous improvement and professional development</li><li>
Full-time Associates receive the following benefits:<ul><li>
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.</li></ul></li></ul><br>
<b>
You'll be competitively compensated...</b><br>
<ul><li>
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li>
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.<br>
<li>
</li></ul><br>
<br>
<b>Hiring Minimum:</b> $65000.00<br>
<b>Hiring Maximum:</b> $70400<br>
<br>
Read More About Job Overview<br>
<br>
<b>Skills/Requirements</b><br>
<br>
<b>Key responsibilities with existing and newly created clients</b><br>
<br>
Responsibilities may include:<br>
<ul><li>
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.</li><li>
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.</li><li>
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.</li><li>
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.</li><li>
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.</li><li>
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.</li><li>
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.</li><li>
Continually develop yourself to grow personally and professionally.</li></ul><br>
<b>
Job Requirements</b><br>
<ul><li>
High School Diploma/Equivalent required; Bachelor's degree preferred</li><li>
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period</li><li>
At least 3-5 years of relevant experience in securities industry preferred</li><li>
FINRA licenses required within three months. State insurance licenses required</li><li>
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing</li></ul><br>
Read More About Skills/Requirements<br>
<br>
<b>Awards &amp; Accolades</b><br>
<br>
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.<br>
<br>
Check out our U.S. awards and accolades: Insights &amp; Information Blog Postings about Edward Jones<br>
<br>
Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones<br>
<br>
Read More About Awards &amp; Accolades<br>
<br>
<b>About Us</b><br>
<br>
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.<br>
<br>
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
<br>
<br>
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
<br>
<br>
View our Purpose, Inclusion and Citizenship Report.<br>
<br>
&sup1;Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
<br>
<br>
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.</div>

Associate Financial Advisor

Greater Texas Credit Union

<div><div><p><b>We&rsquo;ve been serving Texans for over 70 years, and our mission is bigger than banking. </b><b>At </b><b>Greater Texas</b><b> | </b><b>Aggieland</b><b> Credit Union, we believe in building connections that last &mdash; with our members, our community, and our team.</b></p><br>
<p></p>
<p>
Here, you&rsquo;ll find more than a job. You&rsquo;ll find a place where:</p>
<ul><li>
<p><b>Relationships matter.</b> We get to know our members and walk with them through life&rsquo;s milestones.</p>
</li><li>
<p><b>Community comes first.</b> Giving back and making a difference is part of our DNA.</p>
</li><li>
<p><b>Every role has purpose.</b> Your work makes an impact far beyond the day-to-day.</p></li></ul><br>
<p></p>
<p><b>
If you have a passion for people and want to be part of something meaningful, you&rsquo;ll feel right at home with us.</b></p><br>
<p></p>
</div>
<p><b>What's in it for you?!</b></p>
<ul><li><b>
Comprehensive Training &amp; Development:</b> You'll receive e-learning and virtual training, guided by our Learning &amp; Development team, ensuring you're equipped with the knowledge and skills to succeed. Ongoing coaching and mentorship will help you grow into the next phase of your career.</li><li>
<p><b>
Career Advancement:</b> This role offers clear growth paths, including opportunities to move into higher-level roles. Your experience with us will not only boost your resume but also position you for future success in the financial industry.</p>
</li><li>
<p><b>Full Benefits Package - </b>Enjoy competitive benefits that include:</p>
<ul><li>
Rotating Saturdays and Sundays off<b> </b>for a healthy work-life balance.</li><li>
Choices of Medical, Dental, Vision, Life and AD&amp;D Insurance.</li><li>
Optional Critical Illness, Accident, and Hospital Indemnity Benefits.</li><li>
16 hours of paid volunteer time annually to give back to your community.</li><li>
Monthly accruals of vacation and sick time and several paid holidays to recharge and spend time with loved ones.</li><li>
401k plan with up to 7% employer match to help you secure your future.?</li><li>
Tuition reimbursement for continued education and personal growth.</li></ul>
</li><li>
<p><b>Member-Centric Focus:</b> At the heart of what we do is our commitment to serving our members. You'll be part of a team that makes a positive impact on their financial well-being, creating meaningful experiences and solutions tailored to their needs.
</p></li><li><p><b>Fun, Engaging Workplace:</b> Beyond the work, we offer an inclusive culture where team bonding is key&mdash;whether it&rsquo;s enjoying endless coffee or participating in our frequent potlucks.</p></li></ul><br>
<p></p>
<p><b>
The Basics of a Branch Associate:</b></p>
<ul><li>
Weekly schedules will be set between the hours of Monday thru Friday 8:00 am to 5:30 pm.</li><li>
Rotating Saturdays from 8:30 am to 1:30 pm at our Mopac Branch located at 12319 N Mopac Expressway, Austin, TX 78758.</li></ul><br>
<p></p>
<p><b>
The Branch Associate Career Path:</b></p><br>
<p></p>
<p>
The <b>Branch Associate</b> roles provide a clear path for career growth while delivering exceptional financial service to our members. Whether you&rsquo;re starting as a <b>Branch Associate I</b>, advancing to <b>Branch Associate II</b>, or stepping into leadership as a <b>Branch Associate III</b>, you&rsquo;ll be at the heart of creating a top-tier member experience, handling financial transactions, and guiding members toward the best products and services to support their financial well-being.</p><br>
<p></p>
<p><b>
Branch Associate I &ndash; The Foundation</b></p>
<ul><li>
Provide <b>top-tier</b> member service in-branch, via drive-thru, and over the phone.</li><li>
Learn and engage members on financial products using a <b>needs-based</b> approach.</li><li>
Open<b> new accounts</b> including savings, checking, debit cards, and select loan products.</li><li>
Process <b>routine transactions</b> including payments, deposits, withdrawals, and transfers.</li><li><b>
Problem-solve</b> basic member inquiries and account maintenance.</li><li>
Complete assigned training on schedule and <b>continue progressing toward the career path.</b></li><li>
Participate in <b>volunteer events</b> through our <i>Greater Good</i> program.</li></ul><br>
<p></p>
<p><b>
Branch Associate II &ndash; Expanding Your Impact</b></p>
<ul><li>
Perform all BA I duties, plus:</li><li>
Open <b>business</b> accounts and specialty deposit products (CDs, IRAs, HSAs).</li><li>
Assist members in completing <b>secured and unsecured loan applications</b>.</li><li>
Handle <b>moderately complex</b> member issues using sound judgment.</li><li>
Assist in <b>training</b> new team members.</li><li>
Participate in <b>business development events</b> to expand Credit Union reach.</li></ul><br>
<p></p>
<p><b>
Branch Associate III &ndash; Leading the Way</b></p>
<ul><li>
Perform all BA II duties, plus:</li><li>
Serve as a <b>leader</b> in the branch and assist in operations when management is unavailable.</li><li>
Act as a <b>subject matter expert</b> in all areas of branch operations.</li><li>
Handle <b>complex</b> member issues and escalate when needed.</li><li><b>
Mentor</b> and train new team members, conduct interviews, and assist in hiring.</li><li>
Participate in <b>business development and community outreach</b> efforts.</li></ul><p></p><p><b><br>
Must Haves as a Branch Associate:</b></p>
<ul><li><b>
Branch Associate I:</b> 1+ year in a customer-facing role.</li><li><b>
Branch Associate II:</b> 1+ year in a retail branch role at a credit union or bank.</li><li><b>
Branch Associate III:</b> 3+ years in a retail branch role at a credit union or bank.</li><li>
Skills in Building Relationships, Verbal Communication, Attention to Detail, Cash Handling, Tech Literacy.</li><li>
HS Diploma/GED.</li></ul>
<p><b>
Nice to Haves as a Branch Associate:</b></p>
<ul><li>
Bilingual in Spanish &amp; English preferred.</li><li>
Experience handling cash transactions, financial products and cross-selling</li></ul><p><b>
Please note - we are only hiring for one Branch Associate role. The level and pay will be determined through the interview process.</b></p><br>
<p></p>
<p><b>
Due to the high volume of applications, we are unable to accept calls or status inquiries. All candidates will be notified of their status as applications are reviewed for further consideration. We truly appreciate the time you took to apply and are excited that you are considering a career with us.</b></p></div>

Full Time Branch Associate

Techwaresoft

<p><b>Operations &amp; Finance Associate</b></p><p>Remote</p><p>Contract: 3-6+ months</p><p><b>Role Description</b></p><p>We are looking for a Senior QA Engineer to ensure end-to-end quality across our platform, including the iOS application, backend services, and financial data integrations. The product is a conversational AI assistant with real-time voice capabilities, requiring thorough testing of voice interactions, data flows, and system integrations to ensure reliable releases.</p><p><b>Responsibilities</b></p><ul><li>Manage cap table records, equity grants, and vesting schedules using equity management platforms</li><li>Handle bookkeeping activities including invoices, expenses, categorization, and reconciliations</li><li>Coordinate with external accountants and tax advisors for filings and compliance</li><li>Manage vendor relationships, contracts, and subscription renewals</li><li>Assist with payroll processing, contractor payments, and expense tracking</li><li>Prepare financial summaries and operational reports for leadership</li><li>Support HR and administrative tasks including onboarding documentation and agreements</li><li>Maintain organized internal documentation and operational processes</li></ul><p><b>Qualification</b></p><ul><li>1&ndash;3 years of experience in operations, finance, or administrative roles</li><li>Strong written and verbal communication skills</li><li>Familiarity with equity management platforms such as Carta</li><li>Experience with accounting software such as QuickBooks or similar tools</li></ul><p><b>Must Have</b></p><ul><li>Strong organizational and multitasking skills</li><li>High attention to detail in financial records and documentation</li><li>Ability to work independently in a remote environment</li><li>Experience managing financial data, invoices, and expenses</li></ul><p><b>Nice to have</b></p><ul><li>Experience working at early-stage or venture-backed startups</li><li>Basic understanding of corporate finance, equity, and cap table structures</li><li>Familiarity with payroll platforms such as Gusto or Deel</li><li>Experience coordinating with external legal or accounting firms</li><li>Background in fintech or technology companies</li><li>Exposure to testing conversational AI systems and response validation</li></ul><p>Job Type: Full-time</p><p>Work Location: Remote</p>

Operations & Finance Associate

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