Bilingual Financial Service Advisor — Member Impact

Travis Credit Union; Vacaville (CA); On-site; USD 30,000 - 44,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Mental health program

Incentive plan

401(k) match

Paid holidays

Credit card discounts

Job summary

Travis Credit Union is seeking a Financial Service Representative to assist members face to face, manage loyalty with CRM, and connect them with education and products. The role emphasizes accurate teller work, relationship building, and community involvement.

The FSR will handle deposits, loans, and digital solutions, support branch operations, and follow all policies. A HS diploma and bilingual English/Spanish are required along with ability to travel to various locations within the service

Qualifications

• HS Diploma or equivalent.
• Bilingual English and Spanish required.
• Must live within a reasonable commuting distance of communities served by Travis Credit Union.
• Must have current authorization to work in the U.S.; sponsorship not provided.

Responsibilities

• Build long-term member relationships through meaningful financial conversations.
• Provide a member experience with value-added membership benefits that distinguishes the credit union.
• Deliver accurate, prompt, efficient, and courteous cash and non-cash transaction services.
• Promote a high-performing team by supporting others’ learning and development.
• Manage member relationships and loyalty using CRM, focusing on members’ financial goals.
• Initiate proactive financial conversations to identify member and non-member needs and recommend products and services.
• Support deposits and lending needs, including various accounts and loan products.
• Participate in community events to provide financial education and literacy.
• Maintain knowledge of account and membership eligibility requirements.
• Service new and existing accounts, including IRAs, Trusts, and Business Accounts.
• Follow policies and procedures daily.
• Complete branch operations tasks, including opening/closing, balancing, and audits.
• Assist with coin/cash and paperwork for shipments and deliveries.
• Adhere to banking regulations.

Skills

Customer service

Problem solving

MS Office

Math skills

Teamwork

Bilingual English/Spanish

Flexible schedule

Education

HS Diploma or equivalent

Tools

CRM usage

MS Office

Job description

Travis Credit Union is seeking a Financial Service Representative to assist members face to face, manage loyalty with CRM, and connect them with education and products. The role emphasizes accurate teller work, relationship building, and community involvement.

The FSR will handle deposits, loans, and digital solutions, support branch operations, and follow all policies. A HS diploma and bilingual English/Spanish are required along with ability to travel to various locations within the service