Financial Service Representative -Hillcrest Branch

Travis Credit Union's Financial Service Representative is the face of the credit union, managing member relationships by helping members achieve their financial goals. The role is a multi-faceted position providing professional advice to members, promoting team relationships, and engaging in community events.

Requirements

• 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
• 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
• Manages member relationships and loyalty through use of TCU's Client Relationship Management tool (CRM)
• Engages in community events that provide financial education and literacy opportunities
• Proactively initiates financial conversations to uncover member/non-member financial needs
• Maintains working knowledge about new account membership eligibility requirements
• Establishes a working knowledge of TCU's policies and procedures
• Completes departmental functions such as opening and closing branch procedures

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