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    Assoc. Financial Service Representative - Vallejo, United States - Travis Credit Union

    Travis Credit Union
    Travis Credit Union Vallejo, United States

    4 days ago

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    Description

    Job Description

    Job DescriptionM-F 9:30-6:00, Sat 9:30-2:30 Day off TBD
    37 hours/week

    Job Description:     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.
    Levels:
    • Associate 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.
    • Associate Financial Service Representative - Grade 8: $20.43/hour - $25.24/hour
    • Financial Service Representative - Grade 9: $22.25/hour - $27.49/hour
    • Sr. Financial Service Representative -Grade 10: $24.22/hour - $29.91/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 #traviscu Company DescriptionWhy TCU? We're recognized by Forbes as a Top Credit Union in California for overall member satisfaction, trust, financial advice, branch services and digital services. We have everything you need to reach your financial goals and to help others in our community experience financial wellness.

    Why else? We are an EMPLOYER OF CHOICE We have AWESOME employees We believe in promoting from within whenever possible and developing our staff. We are passionate about helping people and believe in our mission, "We are dedicated to building lifelong relationships with our members to help them achieve their financial goals." It's quite simple. Travis Credit Union is a great place to work

    Headquartered in Vacaville, California, Travis Credit Union is a not-for-profit, cooperative financial institution serving those who live or work in Solano, Yolo, Sacramento, Placer, San Joaquin, Stanislaus, Napa, Contra Costa, Alameda, Sonoma, Colusa, and Merced Counties. Currently, Travis Credit Union is the 12th largest credit union in California, with over 225,000 members and over $4.2 billion in assets. TCU members can access their accounts at 24 convenient branch locations, at 35,000 free CO-OP Network ATMs, through secure, easy-to-use Online Banking, our mobile app for Apple iPhone or by telephone using our Call-24 Phone Banking. As one of the leading financial institutions in Solano, Contra Costa, Yolo, Napa, and Merced Counties, Travis Credit Union's strength lies in its faithful commitment to its members; its solid, secure history; and its long-standing track record of dedicated service.

    BENEFITS We offer medical, dental, vision, life insurance, FSA, vacation/sick/holiday pay, matching 401(k) with 100% vested immediately, educational assistance and annual bonus for all regular full-time employees. Plus a few fun perks like our gym, ping pong table, and a rest and relaxation room that are available at Corporate Headquarters.

    To view a more detailed job description, learn more about TCU and apply, visit:

    TCU is a drug-free workplace. Pre-employment screening is required.
    Visit for a full list of our current openings
    EOE/Individual with Disability/Veteran Status

    Company Description

    Why TCU? We're recognized by Forbes as a Top Credit Union in California for overall member satisfaction, trust, financial advice, branch services and digital services. We have everything you need to reach your financial goals and to help others in our community experience financial wellness.\r
    \r
    Why else? We are an EMPLOYER OF CHOICE We have AWESOME employees We believe in promoting from within whenever possible and developing our staff. We are passionate about helping people and believe in our mission, "We are dedicated to building lifelong relationships with our members to help them achieve their financial goals." It's quite simple. Travis Credit Union is a great place to work\r
    \r
    Headquartered in Vacaville, California, Travis Credit Union is a not-for-profit, cooperative financial institution serving those who live or work in Solano, Yolo, Sacramento, Placer, San Joaquin, Stanislaus, Napa, Contra Costa, Alameda, Sonoma, Colusa, and Merced Counties. Currently, Travis Credit Union is the 12th largest credit union in California, with over 225,000 members and over $4.2 billion in assets. TCU members can access their accounts at 24 convenient branch locations, at 35,000 free CO-OP Network ATMs, through secure, easy-to-use Online Banking, our mobile app for Apple iPhone or by telephone using our Call-24 Phone Banking. As one of the leading financial institutions in Solano, Contra Costa, Yolo, Napa, and Merced Counties, Travis Credit Union's strength lies in its faithful commitment to its members; its solid, secure history; and its long-standing track record of dedicated service.\r
    \r
    BENEFITS We offer medical, dental, vision, life insurance, FSA, vacation/sick/holiday pay, matching 401(k) with 100% vested immediately, educational assistance and annual bonus for all regular full-time employees. Plus a few fun perks like our gym, ping pong table, and a rest and relaxation room that are available at Corporate Headquarters. \r
    \r
    To view a more detailed job description, learn more about TCU and apply, visit: \r
    \r
    TCU is a drug-free workplace. Pre-employment screening is required. \r
    Visit for a full list of our current openings\r
    EOE/Individual with Disability/Veteran Status
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