Financial Services Advisor (FSA)

Chabot FCU
7080 Donlon Way Suite 100
Dublin, CA 94568
United States

Banking / Financial Services
Job Start Date
Application Closing Date
Manages Others
Experience Required
Degree Required
Security Clearance Required
Employment Type
Work Schedule
No Travel

Job Description

Job Description

The FSA (Financial Services Advisor) assists members with appropriate activities to help develop and maintain financial well-being by: establishing new memberships and subsidiary accounts, Individual Retirement Accounts (IRA) and ancillary products/services; performing account set up on all types of Credit Union depository and retirement products; performs account maintenance activities and process financial and lending transactions; effectively responding to members’ unique financial situation applying independent thinking to advise, cross-sell, educate, inform and refer on appropriate products and services and maximize all opportunities. The FSA executes his/her role efficiently and correctly with minimal supervision.


  • Performing teller functions, including but not limited to processing share and share draft deposits, withdrawals, loan payments, and stop payments
  • Opening new membership and subsidiary accounts, including all types of depository and account ownerships (e.g. trusts, retirement, fiduciary and organizational accounts), while informing members of the various options and how the accounts work.
  • Informing, cross-selling and onboarding products and services within established guidelines.
  • Performing account maintenance activities, including but not limited to closing accounts, establishing power of attorneys, account transfers, processing ownership changes, services and products setup and revisions and certificate renewals.
  • Articulates features and benefits of Chabot FCU’s products/services to members.
  • Answering questions and resolving problems on accounts, products and services.
  • Ensuring operations are conducted in accordance with established Credit Union policies, legal and regulatory requirements, including, but not limited to, understanding of the compliance with the Credit Union’s BSA-AML program

Job Requirements

-Broad knowledge of, and practical experience with operations functions, products and services and the laws and regulations which affect the Credit Union
-Strong verbal, written, and phone communication skills with demonstrated ability to communicate professionally at all levels
-Effective interpersonal skills and ability to work with all levels of staff and members in a professional, approachable, and positive manner
-Ability to handle simultaneously, multiple tasks and changing priorities in an efficient and effective manner
-Ability to conduct thorough research, and provide workable recommendations and solutions to problems. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
-Detail-oriented, self-starter who can work independently
-Demonstrate a highly motivated, positive and outgoing personality applicable to a high-quality public relations and member service position
-Computer literate and proficient in software applications, Adobe Acrobat, online research tools and MS Office: Word, Excel, PowerPoint and Outlook
-Ability to maintain strict confidentiality
-Education and/or Experience: A high school graduate ,1 years’ experience in related disciplines or 2 years' customer service/sales experience. College degree preferred.
Christine Petro
7080 Donlon Way Ste 100 Suite 100
Dublin CA 94568
United States