Member-Focused Financial Services Advisor

Jobvite, Inc.; Vacaville (CA); On-site; USD 30,000 - 44,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with match

Paid Holidays

Vacation Policy

Employee Discounts

Job summary

Travis Credit Union in Vacaville, CA is seeking a Financial Service Representative to be the face of the credit union, building lasting member relationships and guiding members toward their financial goals with professional, friendly service.

Ideal candidates are bilingual in English and Spanish, have retail sales experience, and can travel to all TCU locations. Weekend availability is required at times, and the role offers a robust benefits package and opportunities for growth.

Qualifications

• HS Diploma or equivalent.
• Bilingual English/Spanish required.
• Retail sales experience preferred.

Responsibilities

• Develop long term relationships with members through meaningful financial conversations.
• Deliver a delightful member experience with value-added benefits.
• Provide accurate, prompt, and courteous cash and non-cash transactions.
• Support team learning and development to maintain a high performing team.

Skills

Customer service

Problem solving

MS Office

Math skills

Team player

People-oriented

Travel

Saturday availability

Education

HS Diploma or equivalent

Job description

Travis Credit Union in Vacaville, CA is seeking a Financial Service Representative to be the face of the credit union, building lasting member relationships and guiding members toward their financial goals with professional, friendly service.

Ideal candidates are bilingual in English and Spanish, have retail sales experience, and can travel to all TCU locations. Weekend availability is required at times, and the role offers a robust benefits package and opportunities for growth.