Financial Service Representative

Responsibilities

• Develop long-term relationships with members through meaningful financial conversations and personalized advice
• Provide accurate, prompt, and efficient cash and non-cash transaction services
• Proactively identify member needs and promote products such as deposit accounts, loans, and digital solutions
• Manage member loyalty using Client Relationship Management (CRM) tools
• Perform branch operational duties including opening/closing procedures, balancing, and audits
• Engage in community events to provide financial education and literacy opportunities
• Adhere to all banking regulations and internal policies and procedures

Requirements

• High School Diploma or equivalent
• Proficient in MS Office (Word, Excel, Outlook)
• Strong math skills, including rate, ratio, and percentage calculations
• Ability to travel to all TCU locations
• Flexibility to work a schedule that includes Saturdays
• Ability to resolve problems with empathy, accuracy, and timeliness

Preferred Qualifications

• Previous retail sales experience
• Experience in a financial services or credit union environment

Benefits

• Competitive medical, dental, and vision insurance
• 401(k) program with immediately vested employer match
• Employee performance incentive plan and merit-based salary increases
• Mental health and wellness programs
• Generous holiday and vacation policies
• Exclusive TCU perks, including employee loan and credit card discounts

About the Company

Travis Credit Union is dedicated to helping members achieve their financial goals through exceptional service and community engagement. We prioritize the well-being of our employees and their families by providing a comprehensive Total Rewards program that supports health, welfare, and financial security.