Job details
![Newsletter form background]()
Financial Service Representative - Green Valley Branch
M-F 9:30-6:00, Sat 9:30-2:30 Day 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
Average salary estimate
$52179
/ YEARLY (est.)
min
max
$42458K
$61900K
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Similar Jobs
Posted 11 days ago
Posted 6 days ago
Posted 3 days ago
Posted 4 days ago
Posted yesterday
Posted 12 days ago
Posted 7 days ago
Posted 12 days ago
Posted 7 days ago
Posted 11 days ago
Founded in 1951, Travis Credit Union is a member-owned financial cooperative providing banking service including savings, loans, and other financial services. The company is headquartered in Vacaville, California.
19 jobsMATCH
VIEW MATCH
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
November 22, 2024
Subscribe to Rise newsletter
🔮
Hi, I'm Risa! Your AI Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
you, just ask me below!
Sign up for our weekly
newsletter of fresh jobs
ABOUT FINDNYCJOBS
FOR COMPANIES
REMOTE JOBS & MORE
LOOKING FOR A JOB?
FIND A JOB NEAR ME
CONNECT
