Travis Credit Union · 9 hours ago
Financial Service Representative - Richmond
Richmond, California
Full-time
Onsite
Entry, Mid, Senior Level
$23.51/hr - $34.43/hr
1+ years expTravis Credit Union is seeking a Financial Service Representative who will manage member relationships and help them achieve their financial goals. The role involves providing professional advice, delivering exceptional member experiences, and engaging in community events to promote financial education.
CommunitiesInternet
No H1B
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
Qualification
Required
Ability to provide positive and timely service
Ability to resolve problems with empathy, accuracy, and timeliness
Proficient in MS Office (Word, Excel, Outlook)
Strong math skills including rate, ratio and percentage calculations
Ability to work as an effective team member in a team environment
Possesses a passion for helping people
Ability to travel to all TCU locations
Must be flexible with work schedule to include working on Saturdays as needed
HS Diploma or equivalent
Preferred
Retail sales experience preferred
Bilingual (Spanish/English) Preferred
Benefits
Competitive medical, dental, and vision insurance
Mental health and wellness programs
Employee performance incentive plan
Merit-based salary increases
401(k) program with immediately vested employer match
Generous holiday and vacation policies
Exclusive TCU perks such as employee loan and credit card discounts
Company
Travis Credit Union
Travis Credit Union (TCU) was founded on the principle of People Helping People.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant
Leadership Team
Chris Germann
Managing Director, Payment Services
Recent News
Travis Credit Union
2025-11-20
Travis Credit Union
2025-10-09
Travis Credit Union
2025-08-07
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