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Educational Employees Credit Union

Financial Services Rep I (full-time)

Career Insights for Financial Services Representative

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$78,186 / year median in California

-6% projected decline

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Job Description

Description:
PAY GRADE
: 19N
PAY RANGE
: $20.09 - $29.59/hour
DEPARTMENT
: Branch Operations Experience the difference with Educational Employees Credit Union, the largest credit union in the Central Valley. Known for its outstanding member service, EECU promotes a positive work environment and supports employee well-being with a competitive benefits package, including a 6% employer contribution to 401k. In 2025, EECU received the Gold Award for Best Credit Union and the Silver Award for Best Place to Work in The Fresno Bee's 2025 Best of Central California People's Choice Awards. No evenings or weekends! The ideal candidate for this position will have a positive attitude, great member service/sales skills and previous experience in the financial industry. Responsibilities of the position include : Accurately process teller transactions (loan payments, transfer of funds, etc.) Thorough knowledge of negotiable instruments such as cash and checks Efficiently and accurately record information Research and resolve members' concerns Cross-sell credit union products and services Efficiently utilize the software systems provided to perform member transactions
Requirements:
Requirements of the position include : Previous cash handling and/or customer service experience Desire to provide outstanding member service Ability to cross-sell Self-motivated Good communication skills Dependable (arrive to work on time as scheduled) This position is based in Paso Robles; however, occasional or regular travel to our San Luis Obispo branch may be required to provide branch coverage. Travel time and mileage will be reimbursed in accordance with company policy. This position may also be permanently assigned to the San Luis Obispo branch based on future business needs.