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Travis Credit Union · 18 hours ago

Financial Service Representative -Hillcrest Branch

Antioch, California

Full-time

Onsite

Entry, Mid, Senior Level

1+ years exp

Travis Credit Union is seeking a Financial Service Representative (FSR) for their Hillcrest Branch in Antioch, California. The FSR will manage member relationships, provide financial advice, and ensure a positive member experience through various financial services and community engagement.

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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