Financial Service Representative - Peabody Branch

Travis Credit Union•Vacaville, CA

10d

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 involves developing long-term relationships through meaningful financial conversations and delivering a positive member experience through value-added membership benefits. FSRs provide accurate, prompt, efficient, and courteous cash and non-cash transaction services and support a high-performing team by contributing to colleagues’ learning and development. The position proactively identifies members’ and non-members’ financial needs and recommends relevant consumer and business deposit accounts, consumer, mortgage, and small-business loans, cash management services, and digital solutions. It also includes maintaining knowledge of membership eligibility and servicing new and existing accounts, including IRAs, trusts, and business accounts. The representative follows TCU policies and procedures, banking regulations, and completes branch operations such as opening and closing procedures, balancing, and audits. The role reports directly to assigned branch management staff and has no supervisory responsibilities. The stated schedule is Monday through Thursday, 9:15 a.m.–5:45 p.m., and Saturday, 9:15 a.m.–2:15 p.m., for 37 hours per week. Candidates must be flexible to work Saturdays as needed and able to travel to all TCU locations. The posting lists two experience-based levels: Associate Financial Service Representative, requiring at least one year of related experience, and Financial Service Representative, requiring at least two years.

Requirements

High school diploma or equivalent.
At least one year of related experience for the Associate Financial Service Representative level.
At least two years of related experience 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 Office, including Word, Excel, and Outlook.
Strong math skills, including rate, ratio, and percentage calculations.
Ability to work effectively as a team member.
Passion for helping people.
Ability to travel to all TCU locations.
Flexibility to work Saturdays as needed.

Nice To Haves

Retail sales experience.

Responsibilities

Develop long-term member relationships through meaningful financial conversations and help members achieve financial goals.
Deliver a positive member experience through value-added membership benefits.
Provide accurate, prompt, efficient, and courteous cash and non-cash transaction services.
Support team relationships and colleagues’ learning and development goals.
Use TCU’s Client Relationship Management (CRM) tool to manage member relationships and loyalty, focusing on members’ financial goals.
Participate in community events that provide financial education and literacy opportunities.
Initiate financial conversations to identify member and non-member needs and recommend relevant financial products and services.
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.