Financial Service Representative

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

The Financial Service Representative (FSR) at Travis Credit Union supports members face to face by delivering accurate services, using CRM to manage loyalty, and helping connect members to financial education and products.

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 TCU’s Client Relationship Management tool (CRM), with focus on activities aligned to members’ financial goals.
• Initiate proactive financial conversations to identify member and non-member needs and recommend appropriate products and services.
• Support deposits and lending needs, including consumer and business deposit accounts, consumer and mortgage loan products, small business loan products, cash management services, and online digital solutions.
• Participate in community events that provide financial education and literacy opportunities in served communities.
• Maintain working knowledge of account and membership eligibility requirements.
• Service new and existing accounts, including IRAs, Trusts, and Business Accounts.
• Follow TCU policies and procedures on a daily basis.
• Complete branch operational tasks, including opening/closing procedures, branch balancing, and audits (vault, cash box, negotiable instruments, checks received, and branch credit card advances).
• Assist Branch Management with coin/cash and paperwork preparation for shipments and deliveries.
• Adhere to all banking regulations.

Requirements

• Ability to provide positive, timely service.
• Ability to resolve problems with empathy, accuracy, and timeliness.
• Proficiency in MS Office (Word, Excel, Outlook).
• Strong math skills, including rate, ratio, and percentage calculations.
• Ability to work effectively in a team environment.
• Passion for helping people.
• Ability to travel to all TCU locations.
• Flexible schedule, including working Saturdays as needed.
• Reports directly to assigned branch management staff.
• No supervisory responsibilities.
• HS Diploma or equivalent.
• Retail sales experience preferred.
• Bilingual proficiency in English and Spanish is required.
• Candidates must live within a reasonable commuting distance of communities served by Travis Credit Union, including: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo.
• Must have current authorization to work in the U.S.; Travis Credit Union is unable to sponsor or assume sponsorship of employment visas for this position.

Technologies

• MS Office (Word, Excel, Outlook)
• TCU’s Client Relationship Management tool (CRM)

Benefits

• Competitive medical, dental, and vision insurance.
• Mental health and wellness programs.
• Employee performance incentive plan.
• Merit-based salary increases.
• 401(k) program with immediately vested employer match.
• Generous holiday and vacation policies.
• Exclusive TCU perks such as employee loan and credit card discounts.

Schedule

• 37 hours/week (schedule: TBD)

Pay & Levels

• Base hourly starting range is commensurate with experience.
• Assoc. Financial Service Representative (Grade 8): $21.57/hour - $26.65/hour.
• Financial Service Representative (Grade 9): $23.49/hour - $29.01/hour (Base plus Incentive).
• Sr. Financial Service Representative (Grade 10): $25.57/hour - $31.58/hour (Base plus Incentive).
• Compensation philosophy considers scope and responsibilities, experience, education/training, and key skills.

Experience Levels

• Assoc. Financial Service Representative: Minimum 1 year of related experience.
• Financial Service Representative: Minimum 2 years of related experience.
• Sr. Financial Service Representative: Minimum 3 years of related experience.

Equal Opportunity Statement

• Travis Credit Union is an Affi
• EOE / Individuals with Disabilities / Veteran Status