Financial Service Representative -Richmond Branch

As a Financial Service Representative at Travis Credit Union, you will manage member relationships by assisting them in achieving their financial goals. This includes providing personalized advice, facilitating various transactions, and promoting our products and services that can enhance their financial well-being. You'll be at the heart of member interactions, helping create positive experiences that are uniquely TCU!

To excel as a Financial Service Representative at Travis Credit Union, candidates should possess strong interpersonal skills, problem-solving abilities, and proficiency in MS Office. A passion for helping people, the ability to work as part of a team, and solid math skills are also essential for providing accurate assistance to our members and ensuring a delightful member experience.

The work schedule for a Financial Service Representative at Travis Credit Union typically involves a Monday through Friday routine from 9:30 AM to 6:00 PM, with Saturday hours from 9:30 AM to 2:30 PM. There is flexibility required to accommodate working on Saturdays and a day off is to be determined based on branch needs.

Financial Service Representatives at Travis Credit Union receive comprehensive training to equip them with the necessary skills to succeed in their roles. This includes training on our banking products, compliance requirements, and customer service techniques. Support is also provided through mentorship and ongoing learning opportunities to ensure you continually grow and develop in your career.

At Travis Credit Union, there are multiple pathways for career advancement. Starting as a Financial Service Representative can lead to roles such as Senior Financial Service Representative, and even higher managerial positions, depending on your experience and dedication. Continuous learning and contributions to team success are highly encouraged and recognized within the organization.

Travis Credit Union offers an impressive benefits package to its Financial Service Representatives, including competitive medical, dental, and vision insurance, a robust 401(k) program with an employer match, performance incentive plans, generous vacation and holiday policies, and several TCU-specific perks like employee loan discounts. Our main priority is to ensure the health and welfare of our employees and their families.

To apply for the Financial Service Representative position at Travis Credit Union, you can visit our careers page where you will find the latest job postings. Make sure you prepare a detailed resume that highlights your customer service experience and your passion for helping others. Once you submit your application, our team will review and connect with qualified candidates for the next steps in the hiring process!

When answering this question, provide specific examples from your past roles that illustrate your ability to handle customer inquiries, resolve issues, and provide excellent service. Highlight any experiences that showcase your problem-solving skills and your passion for helping clients achieve their financial goals.

When discussing your approach to building relationships, emphasize the importance of active listening and understanding members’ needs. Share examples of how you have successfully fostered trust and loyalty among clients by engaging in meaningful financial conversations and following up on their progress.

In your response, discuss your understanding of the products offered by Travis Credit Union and how you would match these products to specific member needs. Mention techniques such as hold informational sessions, one-on-one meetings, or community events that focus on financial literacy to promote these products.

When answering this question, discuss how you remain calm, empathize with the member, and work on finding a resolution. Give an example of a challenging situation you faced previously, the steps you took to resolve it, and how you were able to turn a negative experience into a positive one.

Stress the importance of teamwork and explain how collaboration contributes to a high-performing environment. Provide a past example where you successfully worked as part of a team to achieve a common goal and emphasize how supporting one another enhances team performance within a branch like TCU.

Discuss how compliance ensures the integrity and security of financial operations, protecting the institution and its members from fraud and errors. Provide examples of compliance procedures you have followed in previous roles and how you ensure adherence to banking regulations in your day-to-day duties.

Your answer should reflect a passion for finance and helping others. Share personal experiences that led you toward this career, how satisfying it is to contribute positively to people's financial journeys, and your drive to promote financial literacy and well-being in the community.

Discuss methods you use to stay informed, such as subscribing to financial industry newsletters, attending workshops, or networking with colleagues. Explain how continually seeking knowledge enables you to provide accurate and up-to-date information to members at Travis Credit Union.

Explain your approach to identifying, documenting, and resolving discrepancies. Emphasize your attention to detail and commitment to providing accurate information. Be sure to mention your understanding of sensitive information protocols and how you would ensure member privacy during the investigation.

Outline the key components of excellent customer service, including empathy, active listening, timely responses, and personalized interactions. Share an example from your experience that exemplifies delivering outstanding service that aligns with the exceptional member experience expected at Travis Credit Union.