Assoc. Financial Service Representative - Pleasant Hill Branch

Travis Credit Union•Pleasant Hill, CA

7d•Onsite

About The Position

Travis Credit Union’s Financial Service Representative is the face of the credit union and manages member relationships by helping members achieve their financial goals. The role develops long-term relationships through meaningful financial conversations and delivers a delightful member experience through value-added membership benefits. It provides accurate, prompt, efficient, and courteous cash and non-cash transaction services while supporting team learning and development. The representative uses TCU’s Client Relationship Management tool to manage member relationships and loyalty, and participates in community events that provide financial education and literacy opportunities. The role proactively identifies member and non-member financial needs and recommends relevant products and services, including consumer and business deposit accounts, consumer, mortgage, and small business loans, cash management services, and digital solutions. It maintains knowledge of membership eligibility requirements and services new and existing accounts, including IRAs, trusts, and business accounts. The position follows TCU policies, procedures, and banking regulations and completes branch functions such as opening and closing procedures, balancing, and audits. It also assists branch management with preparing cash, coin, and paperwork for shipments and deliveries. This is a 24-hour-per-week position with a Monday–Friday schedule of 10:30 a.m.–3:30 p.m., Saturday hours of 9:30 a.m.–2:30 p.m., and a weekday off to be determined. Candidates must live within a reasonable commuting distance of the communities served by TCU and be authorized to work in the U.S.; employment visa sponsorship is unavailable.

Requirements

High school diploma or equivalent.
Minimum of 1 year of related experience.
Ability to provide positive and timely service.
Ability to resolve problems with empathy, accuracy, and timeliness.
Proficiency in Microsoft Word, Excel, and Outlook.
Strong math skills, including rate, ratio, and percentage calculations.
Ability to work effectively as a member of a team.
Passion for helping people.
Ability to travel to all TCU locations.
Flexibility to work the stated schedule, including Saturdays as needed.
Must live within a reasonable commuting distance of the communities served by Travis Credit Union.
Must have current authorization to work in the U.S.; visa sponsorship is not available.

Nice To Haves

Retail sales experience.
Bilingual proficiency in English and Spanish.

Responsibilities

Develop long-term member relationships through meaningful financial conversations and help members achieve their financial goals.
Deliver a positive member experience and provide accurate, prompt, efficient, and courteous cash and non-cash transaction services.
Support team relationships and colleagues’ learning and development.
Use TCU’s Client Relationship Management tool to manage member relationships and loyalty, with a focus on members’ financial goals.
Participate in community events that provide financial education and literacy opportunities.
Identify member and non-member financial needs and recommend relevant deposit accounts, loan products, cash management services, and digital solutions.
Maintain knowledge of membership eligibility requirements and service new and existing accounts, including IRAs, trusts, and business accounts.
Follow TCU policies and procedures and adhere to banking regulations.
Complete branch opening and closing procedures, balancing, and audits of vaults, cash boxes, negotiable instruments, checks received, and branch credit card advances.
Assist branch management with preparing coin, cash, and paperwork for shipments and deliveries.
Travel to TCU locations as needed and work Saturdays as required.