Part Time Financial Services Associate - Roseville
Company: Sierra Central
Posted on: June 9, 2021
Ability to effectively communicate with a wide range of
Adaptable to changing member services requirements; includes
scheduling flexibility, self-motivating, and ability to multi-task
on different levels.
Must participate in activities as assigned by Branch Vice
President and/or Operations Managers to achieve branch and/or
individual sales goals. Includes telemarketing, in-branch promos,
cross-selling and up-selling.
Ability to perform accurate complex input/output functions on
the credit union computer systems that relates to account, loan,
and general ledger postings.
Must be able to travel and work at other branches as business
needs dictate, sometimes on short notice.
Must be able to travel to different locations to attend training
- Must be able to perform the following functions:
- Continuous standing or sitting for up to 8 hours per day.
- Reach across teller station counter to comfortably count
out/hand cash to members.
- Intermittent bending, squatting and walking.
- Lifting up to 25 pounds.
- Must at all times, demonstrate cooperative behavior with
colleagues and supervisors.
Provide accurate, prompt and professional member service while
promoting credit union services. Actively participate in the
branch's efforts to meet or exceed assigned production goals.
DUTIES AND RESPONSIBILITIES
Provide accurate, prompt, courteous and efficient service to
credit union members.
Maintain satisfactory performance record; including balancing,
attendance, and sales referrals.
Performance of daily duties in compliance with established
policies, procedures, and guidelines.
Inform members about additional credit union products and
Must achieve assigned individual sales goals and actively
participate in all branch efforts to meet or exceed assigned
Maintain security of all cash, deposited items, and negotiable
Answer the telephone in accordance with established phone
answering sequence, using established greeting and adhering to
service quality script.
Must be able to travel to other locations on short notice to
fill-in where needed or as staffing needs dictate.
Must ensure that all inter-action with members and co-workers is
polite, professional, and respectful at all times.
Successful completion of FSA and FSA I required training courses
per the Career Path Program or as specified by SVP/RVP.
- Additional duties as assigned.
I understand that during the course of my employment with Sierra
Central Credit Union I will be required to take and pass online BSA
training courses. I understand that it is my responsibility to
adhere to all BSA Regulations and Requirements at all times. I
understand that failing to adhere and comply with BSA could result
in the termination of my employment at Sierra Central Credit Union,
fines, and/or criminal charges being filed against me
THE PROCEEDING LIST OF PRIMARY FUNCTIONS AND DUTIES DOES NOT
INCLUDE ALL TASKS AND RESPONSIBILITIES THAT MAY BE REQUIRED WITH
THIS POSITION. ADDITIONAL TASKS MAY BE ASSIGNED AS DEPARTMENT OR
OPERATIONAL NEEDS REQUIRE.
Keywords: Sierra Central, Roseville , Part Time Financial Services Associate - Roseville, Other , Roseville, California
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