Vacaville, CA

Finance Jobs in Vacaville, CA

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Today

Financial Service Representative

Travis Credit Union Vacaville, CA

Vacaville, CA

Today

$21 - $31/hr Full time Client Relations Client Service Financial Services

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Job Description

The Financial Service Representative (FSR) at Travis Credit Union supports members face to face by delivering accurate services, using CRM to manage loyalty, and helping connect members to financial education and products.

Responsibilities

Build long-term member relationships through meaningful financial conversations.
Provide a member experience with value-added membership benefits that distinguishes the credit union.
Deliver accurate, prompt, efficient, and courteous cash and non-cash transaction services.
Promote a high-performing team by supporting others’ learning and development.
Manage member relationships and loyalty using TCU’s Client Relationship Management tool (CRM), with focus on activities aligned to members’ financial goals.
Initiate proactive financial conversations to identify member and non-member needs and recommend appropriate products and services.
Support deposits and lending needs, including consumer and business deposit accounts, consumer and mortgage loan products, small business loan products, cash management services, and online digital solutions.
Participate in community events that provide financial education and literacy opportunities in served communities.
Maintain working knowledge of account and membership eligibility requirements.
Service new and existing accounts, including IRAs, Trusts, and Business Accounts.
Follow TCU policies and procedures on a daily basis.
Complete branch operational tasks, including opening/closing procedures, branch balancing, and audits (vault, cash box, negotiable instruments, checks received, and branch credit card advances).
Assist Branch Management with coin/cash and paperwork preparation for shipments and deliveries.
Adhere to all banking regulations.

Requirements

Ability to provide positive, timely service.
Ability to resolve problems with empathy, accuracy, and timeliness.
Proficiency in MS Office (Word, Excel, Outlook).
Strong math skills, including rate, ratio, and percentage calculations.
Ability to work effectively in a team environment.
Passion for helping people.
Ability to travel to all TCU locations.
Flexible schedule, including working Saturdays as needed.
Reports directly to assigned branch management staff.
No supervisory responsibilities.
HS Diploma or equivalent.
Retail sales experience preferred.
Bilingual proficiency in English and Spanish is required.
Candidates must live within a reasonable commuting distance of communities served by Travis Credit Union, including: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo.
Must have current authorization to work in the U.S.; Travis Credit Union is unable to sponsor or assume sponsorship of employment visas for this position.

Technologies

MS Office (Word, Excel, Outlook)
TCU’s Client Relationship Management tool (CRM)

Benefits

Competitive medical, dental, and vision insurance.
Mental health and wellness programs.
Employee performance incentive plan.
Merit-based salary increases.
401(k) program with immediately vested employer match.
Generous holiday and vacation policies.
Exclusive TCU perks such as employee loan and credit card discounts.

Schedule

37 hours/week (schedule: TBD)

Pay & Levels

Base hourly starting range is commensurate with experience.
Assoc. Financial Service Representative (Grade 8): $21.57/hour - $26.65/hour.
Financial Service Representative (Grade 9): $23.49/hour - $29.01/hour (Base plus Incentive).
Sr. Financial Service Representative (Grade 10): $25.57/hour - $31.58/hour (Base plus Incentive).
Compensation philosophy considers scope and responsibilities, experience, education/training, and key skills.

Experience Levels

Assoc. 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.

Equal Opportunity Statement

Travis Credit Union is an Affirmative Action Employer.
EOE / Individuals with Disabilities / Veteran Status

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3mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Vacaville, CA

Vacaville, CA

3mo ago Closed

$28 - $33/hr Full time Advisor Banking Financial Advisor

This position is no longer accepting applications (closed Jul 22, 2026).

Job Description

Bank of America is hiring a Financial Solutions Advisor Stage I onsite in Vacaville, CA.

Responsibilities

Earn and secure securities licenses (SIE, Series 7, Series 66) through tailored instruction.
Initiate, develop, and manage client relationships.
Assess clients' complex financial situations and provide tailored advice and solutions.
Humanize financial conversations to enhance understanding and trust.
Deliver Bank of Americas core banking and investment solutions and client-care approach from a financial center.
Progress to Financial Solutions Advisor Stage II by expanding and deepening relationships within a client portfolio.
Leverage Academy programs, tools, and resources throughout the career journey.
Register with and maintain good standing under the SAFE Act, including completing the background check.

Requirements

Aptitude for obtaining required industry licenses.
Self-discipline in time and workload management.
Experience cultivating client relationships, assessing needs, and recommending solutions.
Proven ability to build strong peer relationships through effective communication and collaboration.
Results-driven mindset prioritizing client interests in a complex, fast-paced environment.
Ability to manage multiple tasks concurrently.
Willingness to learn and adapt to new technology or applications.
Current FINRA Securities Industry Essentials (SIE) license.
Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Experience in Client Experience Branding.
Experience in Client Solutions Advisory.
Investment Management experience.
Pipeline Management experience.
Referral Management experience.
Client Management experience.
Customer and Client Focus.
Portfolio Management experience.
Prospecting experience.
Referral Identification experience.
Business Acumen.
Executive Presence.
Oral Communications proficiency.
Risk Management experience.
Trading experience.

Benefits

World-class training and onboarding programs to establish a successful career at Bank of America.
One-on-one coaching from Academy managers dedicated to your success.
Defined consultative approach to systematically identify client needs and appropriate solutions.
Licensing pathway to SIE, Series 7 and Series 66 (63 & 65 accepted as alternatives to 66); SIE within 30 days of hire, Series 7 and 66 within 120 days.
Networking opportunities: engage with banking customers, small business owners, and higher net worth clients within a financial center; leverage relationships with roughly half of U.S. households.
Provide end-to-end guidance, client reviews/presentations, and strategies to help clients reach financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.

Minimum Education

High School Diploma / GED / Secondary School or equivalent

Schedule

Monday – Friday with rotating Saturdays
Shift: 1st shift (United States of America)
Hours per week: 40

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Finance Jobs in Vacaville, CA

Financial Service Representative

Financial Solutions Advisor Registration Candidate

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