Financial Service Representative -Clayton Branch

Jobvite, Inc.; Clayton (CA); On-site; USD 45,000 - 61,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with match

Paid holidays and vacation

Employee discounts

Job summary

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.

Responsibilities

• 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.

Skills

Customer service

Problem solving

MS Office

Math skills

Teamwork

Helping mindset

Flexible schedule

Travel flexibility

Education

HS Diploma or equivalent

Tools

MS Office

Job description

Schedule: Mon.-Fri. 9:30am-6:00pm, Sat. 9;30am-2:30pm Day off TBD

37 hours/week

Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo.

We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available).

Summary

Travis Credit Union’s (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU’s FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional advice to members. Successful FSRs are people that love helping people!

• Develops long term relationships with members through meaningful financial conversations.
• Delivers a delightful member experience that sets the credit union apart from other financial institutions through value added membership benefits.
• Provides accurate, prompt, efficient, and courteous cash and non-cash transaction services.
• Actively promotes team relationships by supporting others in their learning and development goals, resulting in a high performing team.
• Manages member relationships and loyalty through use of TCU’s Client Relationship Management tool (CRM), focusing on activities related to achieving members’ financial goal(s).
• Engages in community events that provide financial education and literacy opportunities in the communities TCU serves.
• Proactively initiates financial conversations to uncover member/non-member financial needs and the products and services that can help to achieve their financial goals. This will include consumer and business deposit accounts, consumer, mortgage and small business loan products, cash management services and online digital solutions.
• Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts.
• Establishes a working knowledge of TCU’s policies and procedures, adhering on a daily basis.
• Completes departmental functions such as opening and closing branch procedures, branch balancing and audits (vault, cash box, negotiable instruments, checks received, and branch credit card advances).
• Assists Branch Management in preparing coin/cash and paperwork for shipments and deliveries.
• Adheres to all banking regulations.

Required Skills

• Ability to provide positive and timely service.
• Ability to resolve problems with empathy, accuracy, and timeliness.
• Proficient in MS Office (Word, Excel, Outlook).
• Strong math skills including rate, ratio and percentage calculations.
• Ability to work as an effective team member in a team environment.
• Possesses a passion for helping people.
• Ability to travel to all TCU locations.
• Must be flexible with work schedule to include working on Saturdays as needed.

Required Experience

• Reports directly to assigned branch management staff.
• This position has no supervisory responsibilities.
• HS Diploma or equivalent.
• Retail sales experience preferred.Bilingual proficiency in English and Spanish is required.

Levels

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

Compensation

Base hourly starting range is commensurate with experience.

• Assoc. Financial Service Representative: Grade 8: $23.51/hour - $29.04/hour
• Financial Service Representative- Grade 9: $25.60/hour -$31.63/hour (Base plus Incentive)

Benefits

At Travis Credit Union, we prioritize the well‑being of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.

Eligible employees enjoy a robust benefits package, which includes:

• 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

Travis Credit Union is an Affir...
EOE / Individuals with Disabilities / Veteran Status