Financial Service Representative -Pleasant Hill Branch
Travis Credit UnionCalifornia, United States
Posted April 29, 2026
51200 - 63260 USD
Part Time
About the Company
Travis Credit Union (TCU), established in 1951, is a community-focused financial institution headquartered in Vacaville, CA. With over 225,000 members and $4.7 billion in assets, TCU offers comprehensive banking services including lending, credit cards, auto loans, and home loans. The credit union is recognized for its financial education initiatives and advocacy efforts, making it a distinctive player in the California market.
Job Description
The Financial Service Representative is the face of the credit union, managing member relationships and providing professional advice to help members achieve their financial goals. The role involves delivering a delightful member experience, promoting team relationships, and engaging in community events to provide financial education and literacy opportunities.
Requirements
- 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
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