Financial Service Representative
Job Description
M-F 9:30-6:00, Sat 9:30-2:30, Day off TBD 37 hours/week JOB DESCRIPTION:
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!
REQUIRED SKILLS:
REQUIRED EXPERIENCE:
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. #traviscu
Company Description
Why TCU? We’re recognized by Forbes as a Top Credit Union in California for overall member satisfaction, trust, financial advice, branch services and digital services. We have everything you need to reach your financial goals and to help others in our community experience financial wellness. Why else? We are an EMPLOYER OF CHOICE! We have AWESOME employees! We believe in promoting from within whenever possible and developing our staff. We are passionate about helping people and believe in our mission, "We are dedicated to building lifelong relationships with our members to help them achieve their financial goals." It's quite simple. Travis Credit Union is a great place to work! Headquartered in Vacaville, California, Travis Credit Union is a not-for-profit, cooperative financial institution serving those who live or work in Solano, Yolo, Sacramento, Placer, San Joaquin, Stanislaus, Napa, Contra Costa, Alameda, Sonoma, Colusa, and Merced Counties. Currently, Travis Credit Union is the 12th largest credit union in California, with over 225,000 members and over $4.2 billion in assets. TCU members can access their accounts at 24 convenient branch locations, at 35,000 free CO-OP Network® ATMs, through secure, easy-to-use Online Banking, our mobile app for Apple® iPhone® or by telephone using our Call-24 Phone Banking. As one of the leading financial institutions in Solano, Contra Costa, Yolo, Napa, and Merced Counties, Travis Credit Union's strength lies in its faithful commitment to its members; its solid, secure history; and its long-standing track record of dedicated service. BENEFITS We offer medical, dental, vision, life insurance, FSA, vacation/sick/holiday pay, matching 401(k) with 100% vested immediately, educational assistance and annual bonus for all regular full-time employees. Plus a few fun perks like our gym, ping pong table, and a rest and relaxation room that are available at Corporate Headquarters. To view a more detailed job description, learn more about TCU and apply, visit: https://jobs.jobvite.com/travis-credit-union TCU is a drug-free workplace. Pre-employment screening is required. Visit www.traviscu.org for a full list of our current openings EOE/Individual with Disability/Veteran Status