Financial Service Representative - Peabody Branch

Travis Credit Union; Vacaville (CA); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with employer match

Paid holidays and vacation

Job summary

Travis Credit Union is seeking a motivated Financial Service Representative to be the friendly face of the branch, helping members reach their financial goals. You will build lasting relationships, handle transactions accurately, and participate in community financial education initiatives.

The role supports a team-driven environment with opportunities for growth and a comprehensive benefits package. The position requires flexibility, weekend availability, and travel to multiple locations as

Qualifications

• HS Diploma or equivalent.
• Retail sales experience preferred.
• Proficient in MS Office and basic math.

Responsibilities

• Develops long term relationships with members through financial conversations.
• Delivers a delightful member experience with value-added benefits.
• Provides accurate, prompt cash and non-cash transaction services.
• Supports teammates in learning and development to form a high performing team.
• Manages member relationships with CRM to help reach financial goals.
• Engages in community events to provide financial education and literacy.

Skills

Customer service

Cash handling

MS Office

Math skills

Team player

Empathy

Flexible schedule

Travel to locations

Education

HS Diploma or equivalent

Tools

CRM software

Job description

Mon-Thur 9:15am-5:45p, Sat 9:15am-2:15p
37 hours/week

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!

Job Responsibilities

• 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.

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: $21.57/hour -$26.65/hour
• Financial Service Representative- Grade 9: $23.49/hour - $29.01/hour

Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills.

At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts!

Travis Credit Union is an affirmative action employer

EOE/Individual with Disability/Veteran Status