Financial Service Representative - Suisun City - Travis Credit Union

    Travis Credit Union
    Travis Credit Union Suisun City

    22 hours ago

    Full time
    Description
    Financial Service Representative

    Schedule: M-Sat, 32 hours/week, schedule TBD. Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union in Alameda, Colusa, Contra Costa, Merced, Napa, Placer counties Sacramento Solano Sonoma Stanislaus and Yolo.

    About this role:

    • We are seeking a career-minded individual to manage member relationships and help members achieve their financial goals as our Financial Service Representative (FSR). The FSR will be the face of the credit union.

    The successful candidate will have strong math skills including rate ratio and percentage calculations. They will also possess excellent problem-solving skills with empathy accuracy and timeliness to deliver exceptional service.

    Key responsibilities include:

    1. Developing long-term relationships with members through meaningful financial conversations
    2. Promoting team relationships by supporting others in their learning development goals resulting in high-performing teams
      < li >Maintaining working knowledge about new account membership eligibility requirements services all new existing accounts IRAs Trusts Business Accounts < ol start=

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