Financial Service Representative -Peabody Branch
Travis Credit Union, Vacaville, CA, United States
Financial Service Representative
Schedule: Monday-Friday 9:15-5:45, Saturday 9:15-2:15 Day off varies, 37 hours/week Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. 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: 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. Required Experience: Reports directly to assigned branch management staff. This position has no supervisory responsibilities. HS Diploma or equivalent. Retail sales experience preferred. Levels: Assoc. 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. Compensation: Base hourly starting range is commensurate with experience. Assoc. Financial Service Representative: Grade 8: $21.57/hour -$26.65/hour Financial Service Representative - Grade 9: $23.49/hour -$29.01/hour (Base plus Incentive) Sr. Financial Service Representative -Grade 10: $25.57/hour-$31.58/hour (Base plus Incentive) Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate's experience, education/training, and key skills. Benefits: At Travis Credit Union, we prioritize the well-being of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union. Eligible employees enjoy a robust benefits package, which includes: 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 Travis Credit Union is an Affirmative Action Employer EOE / Individuals with Disabilities / Veteran Status
Schedule: Monday-Friday 9:15-5:45, Saturday 9:15-2:15 Day off varies, 37 hours/week Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. 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: 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. Required Experience: Reports directly to assigned branch management staff. This position has no supervisory responsibilities. HS Diploma or equivalent. Retail sales experience preferred. Levels: Assoc. 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. Compensation: Base hourly starting range is commensurate with experience. Assoc. Financial Service Representative: Grade 8: $21.57/hour -$26.65/hour Financial Service Representative - Grade 9: $23.49/hour -$29.01/hour (Base plus Incentive) Sr. Financial Service Representative -Grade 10: $25.57/hour-$31.58/hour (Base plus Incentive) Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate's experience, education/training, and key skills. Benefits: At Travis Credit Union, we prioritize the well-being of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union. Eligible employees enjoy a robust benefits package, which includes: 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 Travis Credit Union is an Affirmative Action Employer EOE / Individuals with Disabilities / Veteran Status