Financial Wellness Guide — Shape Members’ Futures

Solarity Credit Union; Yakima (WA); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Robust health coverage

Generous paid time off

Retirement match program

Wellness program and gym reimbursement

Ongoing training and career growth

Mission-driven culture

Hourly pay range $22.00 - $29.81

Job summary

Solarity Credit Union in Yakima, WA, seeks a friendly Financial Guide for our Member Contact Center. No banking experience required; training is provided to help you grow with a people-first team.

You’ll greet members, identify their financial needs, and recommend helpful products and services, creating exceptional experiences and lasting relationships day by day. This role emphasizes service, teamwork, bilingual ability a plus, and a supportive culture with health coverage, PTO, retirement

Qualifications

• Experience in customer service or sales.
• Love connecting with people and providing outstanding experiences.
• Comfortable recommending helpful products and services.
• Can-do attitude and genuine curiosity in every interaction.
• Enjoy being part of a supportive, team-oriented workplace.
• Bilingual in English and Spanish is a plus, but not required.
• Have a high school diploma or equivalent.

Responsibilities

• Greet members with warmth and care.
• Identify financial needs and recommend products and services.
• Create exceptional experiences and lasting relationships.
• Ensure each member interaction is complete and impactful.

Skills

Customer service

Sales

Bilingual in English/Spanish

High school diploma

Education

High school diploma or equivalent

Job description

Solarity Credit Union in Yakima, WA, seeks a friendly Financial Guide for our Member Contact Center. No banking experience required; training is provided to help you grow with a people-first team.

You’ll greet members, identify their financial needs, and recommend helpful products and services, creating exceptional experiences and lasting relationships day by day. This role emphasizes service, teamwork, bilingual ability a plus, and a supportive culture with health coverage, PTO, retirement