Financial Service Representative -Clayton Branch

Travis Credit Union•Clayton, CA

7d•Onsite

About The Position

Travis Credit Union’s Financial Service Representative (FSR) is the face of the credit union and manages member relationships by helping members achieve their financial goals. The role delivers professional advice and a positive member experience through meaningful financial conversations, value-added membership benefits, and accurate, prompt, efficient, and courteous cash and non-cash transactions. The FSR builds long-term member relationships, uses the credit union’s Client Relationship Management (CRM) tool to support member goals and loyalty, and proactively identifies financial needs and suitable products and services. Products and services include consumer and business deposit accounts, consumer, mortgage, and small business loans, cash management services, and online digital solutions. The role also supports team learning and development and participates in community events that provide financial education and literacy. The FSR 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 coin, cash, and paperwork for shipments and deliveries. This position reports directly to assigned branch management staff and has no supervisory responsibilities. The listed schedule is Monday through Friday, 9:30 a.m. to 6:00 p.m., and Saturday, 9:30 a.m. to 2:30 p.m., with a day off to be determined, for 37 hours per week. Candidates must live within a reasonable commuting distance of the communities served by TCU and be authorized to work in the United States; employment visa sponsorship is not available. Bilingual proficiency in English and Spanish is required. Compensation depends on experience and level: Associate Financial Service Representative, Grade 8, $23.51–$29.04 per hour; Financial Service Representative, Grade 9, $25.60–$31.63 per hour, base plus incentive.

Requirements

High school diploma or equivalent.
Bilingual proficiency in English and Spanish.
Minimum 1 year of related experience for the Associate Financial Service Representative level; minimum 2 years for the Financial Service Representative level.
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 team member and a passion for helping people.
Ability to travel to all TCU locations.
Flexibility to work the required 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 United States; visa sponsorship is not available.

Nice To Haves

Retail sales experience preferred.

Responsibilities

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