Financial Services Representative

7 days ago


Vacaville, California, United States Travis Credit Union Full time
Job Title: Financial Services Representative

We are seeking a skilled Financial Services Representative to join our team at Travis Credit Union's Vacaville Corporate Headquarters for a temporary period of 3-6 months. The ideal candidate will possess strong communication skills and be able to deliver exceptional member support.

Key Responsibilities:
  • Deliver top-notch service to members through prompt responses to complex inquiries.
  • Solve common member needs related to debit, credit, and ATM card billing errors, orders, declined transactions, disputed charges, fraud, and limit increases.
  • Comply with relevant regulations such as The Card Act, Bank Secrecy Act, Reg. Z, and Reg. E.
  • Analyze and manipulate large amounts of data to identify fraud trends.
  • Verify and correct card records across multiple systems.
  • Process daily settlements and have in-depth knowledge of the chargeback process.
  • Monitor reports and correspondence for discrepancies.
  • Manage inserts and plastics inventory.
  • Engage actively with accounts and General Ledger balance processes.

Salary Estimate: $45,000 - $60,000 per year based on location and experience.



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