Travis Credit Union

Financial Service Representative -Vacaville Branch

Travis Credit Union  •  $21.57 - $31.58/hr  •  Vacaville, CA (Onsite)  •  16 days ago
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Job Description

Schedule: Monday-Friday 9:30-6:00, Saturday 9:30-2:30Day off may vary, 30 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).     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. 
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.        
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  (Base plus Incentive) 
  • Sr. Financial Service Representative -Grade 10: $25.57/hour-$31.58/hour  (Base plus Incentive) 
Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate’s experience, education/training, and key skills. 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 Affirmative Action Employer
EOE / Individuals with Disabilities / Veteran Status
Travis Credit Union

About Travis Credit Union

Trusted Financial Partner

Headquartered in Vacaville, Calif., TCU is dedicated to helping members better manage their money, make important purchases, and plan for their future. Whether saving, investing, or preparing for the long term, TCU is committed to being a trusted financial partner for everyone it serves.

As the twelfth largest credit union in California, Travis CU has more than 250,000 members and $5 billion in assets. Since its founding in 1951 on Travis Air Force Base, TCU has grown to serve communities across 12 Northern California counties.

TCU has been recognized at the federal, state, and local levels for its longstanding leadership in financial education and community advocacy. Recently, it was named a Great Place to Work, Best Regional Credit Union by Newsweek, a Best-In-State Credit Union by Forbes, and received the U.S. Air Force Distinguished Credit Union of the Year award.

Learn more about our mission and impact at traviscu.org.

Empowered Employees

Travis Credit Union (TCU) employees are the heart of our mission. We empower our team to do what is right for our members’ financial wellness. Travis employees receive a generous benefits package that includes educational assistance, a 401(k) plan, bonuses and more. We support internal growth and training so our employees can advance in their careers within TCU.

Equal Housing Opportunity, NMLS ID#643926. Insured by NCUA 

Industry
Finance & Insurance
Company Size
501-1,000 employees
Headquarters
Vacaville, CA
Year Founded
1951
Website
traviscu.org
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