Financial Service Representative -Woodland Branch
Travis Credit UnionWoodland, California, United States
Posted March 10, 2026
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
Travis Credit Unionâs Financial Service Representative is the face of the credit union. The role is a multi-faceted position providing professional advice to members and developing long-term relationships through meaningful financial conversations.
Requirements
- Develops long term relationships with members through meaningful financial conversations
- Delivers a delightful member experience
- Provides accurate, prompt, efficient, and courteous cash and non-cash transaction services
- Actively promotes team relationships
- Manages member relationships and loyalty through use of TCUâs Client Relationship Management tool (CRM)
- Engages in community events
- Proactively initiates financial conversations
- Maintains working knowledge about new account membership eligibility requirements and services
- Establishes a working knowledge of TCUâs policies and procedures
- Completes departmental functions
- Assists Branch Management in preparing coin/cash and paperwork
- Adheres to all banking regulations
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