Member-Focused Financial Concierge

salalcu

Tukwila (WA)

On-site

USD 48,000 - 53,000

Full time

5 days ago
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Benefits offered by this job

Competitive salary
Health insurance
401(k) plan with match
Paid holidays
Tuition reimbursement
Transportation subsidy
Life & AD&D insurance

Job summary

Salal Credit Union of Seattle, WA is seeking full-time Personal Financial Representatives at our Tukwila Branch to provide quality member service. Training is provided and no prior experience is required.

You will perform teller and personal banker duties, selling and cross-selling products, handling account transactions, and assisting with loans while maintaining friendly, component service for members.

Qualifications

  • Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
  • 1+ years of successful sales and customer service experience is desired.
  • Ability to interact positively with co-workers, management, and the public.
  • Ability to pair sales skills with a service mindset.
  • Willingness to proactively sell our products and services.
  • Excellent customer service skills.

Responsibilities

  • As a Personal Financial Representative, you sell and cross-sell products and services to members and complete account transactions as requested.
  • You assist with loan applications by interviewing the consumer and processing the application according to policy.
  • You organize member documents and information to support colleagues and ensure accurate paperwork.

Skills

Sales experience
Customer service
Interpersonal skills
Sales mindset
Proactive selling

Job description

Salal Credit Union of Seattle, WA is seeking full-time Personal Financial Representatives at our Tukwila Branch to provide quality member service. Training is provided and no prior experience is required.

You will perform teller and personal banker duties, selling and cross-selling products, handling account transactions, and assisting with loans while maintaining friendly, component service for members.

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