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 recommend appropriate products, including deposit accounts, loans, and digital solutions
• Manage member loyalty using Client Relationship Management (CRM) tools
• Perform essential branch functions such as 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 live within a reasonable commuting distance of the communities served by TCU

Preferred Qualifications

• Previous retail sales experience
• 1-3 years of related financial services experience (depending on desired level: Associate, Representative, or Senior)

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 a member-focused financial institution dedicated to helping individuals and families achieve their financial goals. We prioritize the well-being of our employees through a comprehensive Total Rewards program, fostering a high-performing team environment built on service and community engagement.