Travis Credit Union

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Financial Service Representative

at Travis Credit Union

Posted: 8/24/2018
Job Status: Part Time
Job Reference #: 881

Job Description

37 hrs/wk  M, T, Th, F 9:45-6:15, S 9:45-5


  • Helps build positive member relations by providing prompt, efficient, accurate, courteous and personalized service to members. 
  • Identifies and offers general financial assistance to all new and existing members.
  • Provides prompt, efficient, accurate, and courteous service to members. 
  • Performs assigned teller and member service tasks associated with processing member transactions, which includes all cash and non-cash transactions.
  • Identify products and services that will benefit members.


Reports directly to the Branch Supervisor/Asst Branch Manager.
This position has no supervisory responsibilities.

Required Skills

Skills or Abilities

  • PC skills to include Word, Excel and Outlook. Strong math skills to include the ability to calculate rates, ratios and percentages.
  • General knowledge of credit union policies, procedures, products and services.
  • Excellent member service skills and the ability to resolve problems with tact and diplomacy.
  • Effective and professional communication skills.
  • Ability to effectively identify products and services to benefit members.
  • Must be flexible with work schedule, to include working Saturdays as needed. 
  • Understands the requirements of the Bank Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate.


Required Experience

Minimum 1 year teller or equivalent financial institution experience.


  • High school diploma or equivalent.