Jobs
>
Woodland

    Financial Service Representative - Woodland, United States - Travis Credit Union

    Travis Credit Union
    Travis Credit Union Woodland, United States

    3 weeks ago

    Default job background
    Description

    Job Description

    Job DescriptionM-F 9:30-6:00, Sat 9:30-2:30, weekday off TBD
    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
    • 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
  • WM

    Customer Services Representative

    2 weeks ago

    WM Woodland, United States

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. · **I. Job Summary** · **II. Essential ...

  • Business Sales Firm

    Customer Service Representative

    1 week ago

    Business Sales Firm Sacramento, United States

    Our company is a consulting and sales firm in Sacramento leading the industry in customer acquisition and client management. Our innovative consultative approach drives our high standards for outstanding performance with each client year over year. We are growing our client base ...

  • Carrington College

    Enrollment Services Representative

    3 weeks ago

    Carrington College Sacramento, United States

    **Who Are We: Carrington College **helps students achieve success by providing them with "hands-on" training that uses the technologies and processes that are used in the field, allowing them to build their confidence while they "learn by doing". Our focus is to help change the l ...

  • Pro-Active Pest Control

    Customer Service Representative

    2 weeks ago

    Pro-Active Pest Control Rancho Cordova, United States

    We are looking for upbeat people to join our customer service team in Rancho Cordova, CA. As a Customer Service Representative, you are on the front lines for communication between our customers, technicians, and managers. You will be the voice of Pro Active and will get many opp ...

  • City of Sacramento

    Customer Service Representative

    2 weeks ago

    City of Sacramento Sacramento, United States

    **THE POSITION**: · **With supervisor approval, incumbents may be eligible for intermittent remote work; **however, they must physically **reside** within the Sacramento region or **have the ability to** regularly report to a City of Sacramento physical worksite with little notic ...

  • Ken Schuurman - State Farm Agent

    Customer Service Representative

    2 weeks ago

    Ken Schuurman - State Farm Agent Sacramento, United States

    **Benefits**: · - Bonus based on performance · - Dental insurance · - Health insurance · - Paid time off · - Training & development · **ROLE DESCRIPTION**: · As a Customer Service Representative - State Farm Agent Team Member with Ken Schuurman - State Farm Agent, you will genera ...

  • Bonney Plumbing, Electrical, Heating and Air

    Customer Service Representative

    1 week ago

    Bonney Plumbing, Electrical, Heating and Air Sacramento, United States

    As an Customer Service Representative, you will be responsible for receiving inbound calls, initiating outbound calls to potential and current customers, introducing our products/services, and generating leads to contribute to our company's growth. Other duties include but are no ...

  • United Airlines

    Customer Service Representative

    1 week ago

    United Airlines Sacramento, United States Part time

    **Description**: · **Customer Service Representative - Line** · **Starting pay of $18.51 per hour with competitive benefits that let you see the world**: · There's never been a more exciting time to join United Airlines. We're on a path towards becoming the best airline in the hi ...

  • ATR International

    Customer Service Representative

    2 weeks ago

    ATR International Woodland, United States

    ATR International is seeking a Customer Service Representative. · Reporting to the Business Development Manager, the Customer Service Representative will maintain customer relationships by providing product knowledge and pricing to clients; provide timely order updates to client: ...

  • Staff My Agency

    Customer Service Representative

    3 weeks ago

    Staff My Agency Woodland, United States

    Jay Lawson - State Farm Agency, located in Woodland Hills, CA is currently looking for a talented, caring, professional to join our team as a Full-Time Customer Service Representative. This is a position focused on Customer Service and Sales for a well-established State Farm Agen ...

  • CVS Health

    Customer Service Representative

    1 week ago

    CVS Health Sacramento, United States

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — ...

  • Amcor

    Equipment Service Representative

    2 weeks ago

    Amcor Sacramento, United States

    **We are global, we are impacting the lives of millions every day, we are making a difference**: · At Amcor we are inspired to change the packaging industry and are taking on the aspirational challenge to make all our products recyclable or reusable by 2025. Through our products ...

  • Taymax Group

    Member Services Representative

    3 weeks ago

    Taymax Group Woodland, United States Part time

    Woodland · 31 West Main Street, Woodland, CA 95695, United States of America · Pay : $ $16.50 · It's fun to work in a company where people truly BELIEVE in what they're doing · We're committed to bringing passion and customer focus to the business. · We are looking for a Mem ...

  • Gerber Collision & Glass

    Customer Service Representative

    3 weeks ago

    Gerber Collision & Glass Sacramento, United States

    **Company: Gerber Collision & Glass** · **WELCOME TO GERBER COLLISION & GLASS** · **_Our Team Members Drive Us _**Gerber Collision & Glass is one of the largest collision repair companies in North America. With $2+ billion in sales, over 800 locations and growing, our 10,000+ tea ...

  • Rural Valley Tech LLC

    Merchant Services Representative

    2 weeks ago

    Rural Valley Tech LLC Sacramento, United States

    **About us** · Our work environment includes: · - Modern office setting · **Job Summary**: · **Responsibilities**: · - Canvassing businesses to identify opportunities for business development · - Qualify businesses for the Edge Program. · - Provide exceptional customer service to ...

  • Mission Linen Supply

    Customer Services Representative

    3 weeks ago

    Mission Linen Supply Sacramento, United States

    **Responsibilities**: · **Mission Linen Supply** is seeking an experienced **Direct Sale Coordinator**. The Direct Sale Coordinator will provide support to the Corporate Apparel Department with direct sales processing and established procedures. We seek an energetic professional ...

  • ATR International

    Customer Service Representative

    2 weeks ago

    ATR International Woodland, United States

    ATR International is seeking a Customer Service Representative. · Reporting to the Business Development Manager, the Customer Service Representative will maintain customer relationships by providing product knowledge and pricing to clients; provide timely order updates to client ...

  • Hilton Garden Inn Sacramento/South Natomas

    Guest Service Representative

    1 week ago

    Hilton Garden Inn Sacramento/South Natomas Sacramento, United States

    **Job Type**: · Full-time · **Description**: · **Reports To**: Front Office/Operations Manager · **Supervises**: N/A · **Job Purpose**: To perform in a pleasant, professional and efficient manner, a combination of duties mainly related, but not limited, to check-in and check-out ...

  • Diagnostic Radiological Imaging Sacramento

    Patient Service Representative

    2 weeks ago

    Diagnostic Radiological Imaging Sacramento Sacramento, United States

    Overview: · Artificial Intelligence; Advanced Technology; The very best in patient care. With decades of expertise, we are _Leading Radiology Forward_. With dynamic cross-training and advancement opportunities in a team-focused environment, the core of our success is its people w ...

  • wm

    Customer Services Representative

    1 week ago

    wm Woodland, United States

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. · This is a hybrid position and the c ...