Financial Service Representative -Clayton Branch

Travis Credit Union•Clayton, CA

4d•Onsite

About The Position

Travis Credit Union’s (TCU) Financial Service Representative (FSR) is the face of the credit union, managing 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, with a passion for helping people. This role involves developing long-term relationships, delivering a delightful member experience through value-added benefits, and providing accurate, prompt, efficient, and courteous cash and non-cash transaction services. FSRs actively promote team relationships, manage member loyalty using TCU’s Client Relationship Management tool (CRM), and engage in community events for financial education. They proactively initiate financial conversations to uncover member/non-member financial needs and offer relevant products and services, including deposit accounts, loan products, cash management, and digital solutions. FSRs maintain knowledge of membership eligibility and service various accounts like IRAs, Trusts, and Business Accounts, while adhering to TCU’s policies and procedures. They also complete departmental functions such as opening/closing branch procedures, branch balancing, and audits, and assist Branch Management with coin/cash shipments and deliveries, all while adhering to banking regulations.

Requirements

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.
HS Diploma or equivalent.
Minimum 1 year of related experience (for Assoc. Financial Service Representative).
Minimum 2 years of related experience (for Financial Service Representative).
Minimum 3 years of related experience (for Sr. Financial Service Representative).

Nice To Haves

Retail sales experience preferred.

Responsibilities

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.