Financial Service Representative - Dixon Branch

As a Financial Service Representative at Travis Credit Union, your primary responsibilities involve engaging with members to help them meet their financial goals. You will conduct cash and non-cash transactions, develop long-term relationships through meaningful financial conversations, manage member interactions using our CRM tools, and participate in community events to promote financial education.

To become a Financial Service Representative at Travis Credit Union, you typically need a high school diploma or equivalent, along with relevant retail sales experience. Depending on your level of experience, candidates may qualify for different grades, with more experienced candidates needing up to three years of related experience.

Key skills for a Financial Service Representative at Travis Credit Union include strong communication abilities, problem-solving, proficiency in MS Office, and strong math skills. A passion for helping people and the ability to work in a team environment are also critical in this customer-centric role.

Financial Service Representatives at Travis Credit Union work a schedule of Monday to Friday from 9:15 AM to 5:45 PM and Saturday from 9:30 AM to 2:30 PM, totaling 32 hours a week. Flexibility is required, including the ability to work Saturdays as needed.

As a Financial Service Representative at Travis Credit Union, you can expect a robust benefits package that includes medical, dental, and vision insurance, mental health offerings, a generous vacation policy, and a 401(k) plan with an employer match. Additional perks include employee loan and credit card discounts to help you achieve your financial goals.

When answering this question, focus on specific examples where you effectively resolved customer issues, provided valuable financial advice, or helped customers feel at ease. Highlight any specific financial products or services you've worked with.

Discuss your strategy for building trust and rapport with customers. Share examples of how you’ve engaged in meaningful conversations to understand their financial needs and how that resulted in a long-term relationship.

Mention your knowledge of various financial products like loans, savings accounts, and investment options. Explain how you would highlight their benefits to members based on what fits best with their financial goals.

Share your approach to time management. Talk about tools or techniques you use to stay organized, and provide an example of a time when you successfully juggled multiple responsibilities without compromising service quality.

Utilize the STAR method (Situation, Task, Action, Result) to structure your answer. Detail the challenge, what you needed to accomplish, the steps you took to resolve it, and the positive outcome that followed.

Your answer should reflect your research on the organization. Focus on their community engagement efforts, their values in member service, and any unique benefits or features that align with their mission and vision.

Provide a specific example where your financial education positively impacted a customer’s decision. Highlight your communication skills and ability to present complex information in an understandable way.

Focusing on empathy is key. Describe how you would listen actively to the member's concerns, work to resolve their issue promptly, and follow up to ensure their satisfaction, thus reinforcing their trust in the credit union.

Articulate your passion for helping people meet their financial goals, the satisfaction of solving problems, and the excitement of being part of an evolving industry. Share how this motivates you in your work.

Relate your personal and professional values to those of Travis Credit Union. Discuss what excites you about their mission, the community focus, and how you see yourself contributing to their goals.