Financial Service Representative

1 month ago

Richmond, United States Travis Credit Union Full time
M-F 9:30- 6:00, Sat 9:30-2:30 37 hours/week Day off TBD

 Summary: Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional advice to members. Successful FSRs are people that love helping people
  • Develops long term relationships with members through meaningful financial conversations.
  • Delivers a delightful member experience that sets the credit union apart from other financial institutions through value added membership benefits.
  • Provides accurate, prompt, efficient, and courteous cash and non-cash transaction services.
  • Actively promotes team relationships by supporting others in their learning and development goals, resulting in a high performing team.
  • Manages member relationships and loyalty through use of TCU's Client Relationship Management tool (CRM), focusing on activities related to achieving members' financial goal(s).
  • Engages in community events that provide financial education and literacy opportunities in the communities TCU serves.
  • Proactively initiates financial conversations to uncover member/non-member financial needs and the products and services that can help to achieve their financial goals. This will include consumer and business deposit accounts, consumer, mortgage and small business loan products, cash management services and online digital solutions.
  • Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts.
  • Establishes a working knowledge of TCU's policies and procedures, adhering on a daily basis.
  • Completes departmental functions such as opening and closing branch procedures, branch balancing and audits (vault, cash box, negotiable instruments, checks received, and branch credit card advances).
  • Assists Branch Management in preparing coin/cash and paperwork for shipments and deliveries.
  • Adheres to all banking regulations.
Required Skills:
  • Ability to provide positive and timely service.
  • Ability to resolve problems with empathy, accuracy, and timeliness.
  • Proficient in MS Office (Word, Excel, Outlook).
  • Strong math skills including rate, ratio and percentage calculations.
  • Ability to work as an effective team member in a team environment.
  • Possesses a passion for helping people.
  • Ability to travel to all TCU locations.
  • Must be flexible with work schedule to include working on Saturdays as needed.
Required Experience:
  • Reports directly to assigned branch management staff.
  • This position has no supervisory responsibilities.
  • HS Diploma or equivalent.
  • Retail sales experience preferred.
Levels:
  • Associate Financial Service Representative: Minimum 1 year of related experience.
  • Financial Service Representative: Minimum 2 years of related experience.
  • Sr. Financial Service Representative: Minimum 3 years of related experience.
Compensation: Base hourly starting range is commensurate with experience.
  • Associate Financial Service Representative - Grade 8: $22.27/hour - $27.51/hour
  • Financial Service Representative - Grade 9: $24.26/hour - $29.97/hour
  • Sr. Financial Service Representative -Grade 10: $26.39/hour - $32.60/hour
Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts Travis Credit Union is an Affirmative Action Employer EOE/Individual with Disability/Veteran Status

  • Financial Services Representative

    5 days ago

    Richmond, Texas, United States Murphy s Financial Services Full time

    **About Us**Murphy's Financial Services is a leading provider of financial services, offering a wide range of products and solutions to individuals and businesses.**Job Summary**We are seeking a highly motivated and self-driven individual to join our team as an Independent Financial Services Agent. As a key member of our team, you will be responsible for...

  • Financial Services Representative

    4 days ago

    Richmond, Virginia, United States Symmetry Financial Group -Simple Solutions Financial Services LLC Full time

    Job Opportunity**About Us**Symmetry Financial Group - Simple Solutions Financial Services LLC is a leading provider of mortgage protection solutions. We are seeking highly motivated and results-driven individuals to join our team as Mortgage Protection Specialists.Job SummaryWe are looking for individuals who are passionate about helping families protect...

  • Insurance and Financial Services Representative

    7 days ago

    Richmond, Illinois, United States Cindy Bernzott Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with expert advice and guidance on their insurance and financial...

  • Financial Services Consultant

    2 weeks ago

    Richmond, Virginia, United States Truist Financial Corporation Full time

    Role Overview:As a key member of our team, you will ensure the prompt and accurate execution of client transactions while meticulously maintaining records and effectively managing all assigned funds. Service Excellence:Deliver exceptional service quality by identifying and addressing the financial needs of our clients. Your ability to foster strong...

  • Entry Level Financial Services Representative

    1 week ago

    Richmond, United States Primerica - Atlanta Part time

    Job DescriptionJob DescriptionEXCITING NEWS! Our office is now seeking hardworking individuals who are ready to put in the work to achieve their financial freedom! NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. This position can be fully remote. Great for the stay-at-home career seeker. All required pre-licensing courses & required state...

  • Financial Service Representative

    2 months ago

    Richmond, United States Argent Federal Credit Union Full time

    Job DescriptionJob DescriptionAs a Financial Service Representative, you represent a significant part of our operations team and your passion for driving exceptional customer service is a real opportunity to demonstrate Argent Credit Union’s dedication to being our members trusted financial partner and our commitment to the well-being of our community. The...

  • Financial Services Representative State Farm Agent Team Member

    4 months ago

    Richmond, United States Kari Bird - State Farm Agent Full time

    Job DescriptionJob DescriptionROLE DESCRIPTION:As a financial service representative with Kari Bird State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your...

  • Financial Services Representative

    7 days ago

    Richmond, Virginia, United States Virginia Commonwealth University Full time

    Job SummaryVirginia Commonwealth University's Facilities Management is seeking a skilled Accounts Representative to join their Parking and Transportation unit.Key ResponsibilitiesAssist customers with daily operations of the customer service offices, including managing customer parking accounts.Respond to customer inquiries in a timely and respectful manner,...

  • Financial Services Representative

    4 days ago

    Richmond, Virginia, United States Tom Pearson - State Farm Agent Full time

    Job Description**About Us**Tom Pearson - State Farm Agent is a leading insurance and financial services provider dedicated to helping individuals and families protect what matters most. Our mission is to provide exceptional customer service and expert advice to our clients, helping them recover from the unexpected and achieve their long-term goals.**Our...

  • Life Insurance Sales Representative

    6 days ago

    Richmond, Virginia, United States PRT Financial Full time

    About PRT FinancialPRT Financial is a rapidly growing organization expanding into new territories, seeking talented individuals to join our team as Life Insurance Sales Representatives. We offer a unique opportunity for career advancement and financial growth.Key ResponsibilitiesObtain a state license with our supportParticipate in a 30-minute conference...

  • Financial Services Advisor

    2 weeks ago

    Richmond Hill, Georgia, United States First Command Financial Services Full time

    Position Overview:As a Wealth Management Consultant, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored strategies and personalized advice.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving...

  • Insurance Sales Representative

    4 days ago

    Richmond, Virginia, United States PR Financial Full time

    About PR FinancialWe are a company built upon 5 non-negotiable imperatives:Honesty - We value transparency and integrity in all our dealings.Integrity - We strive to maintain the highest standards of ethics and morality.Transparency - We believe in open communication and clear expectations.Diversity - We celebrate individuality and promote...

  • Financial Representative Trainee

    4 weeks ago

    Richmond, United States Mutual of Omaha Full time

    Financial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    3 weeks ago

    Richmond, United States Mutual of Omaha Full time

    Financial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    3 weeks ago

    Richmond, United States Mutual of Omaha Full time

    Financial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Customer Service Representative

    4 weeks ago

    Richmond, United States Automatic Leasing Service Full time

    Join a team that values integrity, serves its community, and is known for our customer service. Base rate starts at $18.00/hour! Automatic is currently seeking a Customer Service Representative (CSR) for a 3-6 month contract position to provide customer service to our many washer and dryer customers, primarily dealing with apartment communities and tenants....

  • Financial Representative Trainee

    4 weeks ago

    Richmond, United States Mutual of Omaha Full time

    Financial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    2 weeks ago

    Richmond, United States Mutual of Omaha Full time

    Financial Representative Trainee - Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 502873 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Customer Service Representative

    4 weeks ago

    Richmond, United States Answering Service of Richmond Inc Full time

    Midnight Shift Customer Service Representative Shift: 10 PM - 8 AM (Days/Hours TBD) We’re looking for an enthusiastic, highly-motivated customer service representative to provide an excellent experience to our customers. Job seekers should have a background in service, and exceptional communication, listening, and problem-solving skills. If you love...

  • Territory Sales Representative

    5 days ago

    Richmond, Virginia, United States First Help Financial Full time

    About the RoleWe are seeking a highly motivated and results-driven Territory Sales Representative to join our team at First Help Financial. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with current and prospective auto dealerships in your designated territory.Key ResponsibilitiesDevelop and...