Bilingual Financial Service Rep – Help Members Reach Goals

Travis Credit Union; Clayton (CA); Sur place; USD 45 000 - 61 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with match

Paid holidays and vacation

Employee discounts

Résumé du poste

Travis Credit Union in California is seeking a Financial Service Representative to build member relationships and offer professional financial guidance. This 37-hour/week role emphasizes accurate cash and non-cash services and the use of CRM tools to support members’ goals.

Candidates must have a HS diploma, be bilingual (English/Spanish), and be able to work Saturdays with local travel as needed. The team focuses on delivering exceptional service and community financial education.

Qualifications

• HS Diploma or equivalent is required.
• Retail sales experience preferred.
• Bilingual proficiency in English and Spanish is required.

Responsabilités

• Develop long-term relationships with members through meaningful financial conversations.
• Provide accurate, prompt, and courteous cash and non-cash transaction services.
• Promote CRM-based member engagement to achieve financial goals.
• Participate in community events and financial education initiatives.

Connaissances

Customer service

Problem solving

MS Office

Math skills

Teamwork

Helping mindset

Flexible schedule

Travel flexibility

Formation

HS Diploma or equivalent

Outils

MS Office

Description du poste

Travis Credit Union in California is seeking a Financial Service Representative to build member relationships and offer professional financial guidance. This 37-hour/week role emphasizes accurate cash and non-cash services and the use of CRM tools to support members’ goals.

Candidates must have a HS diploma, be bilingual (English/Spanish), and be able to work Saturdays with local travel as needed. The team focuses on delivering exceptional service and community financial education.