Member-Focused Personal Banker & Financial Guidance

Gesa; Walla Walla (WA); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Competitive Pay

Medical, Dental, Vision, and Life Ins.

20 days PTO + 10 Holidays

401(k) Match

Tuition Assistance and Student Loan Re

Commuter Benefits

PTO to Volunteer in the Community

Product discounts

Engaging Work Environment

Rewards and Recognition Programs

Job summary

Gesa Credit Union in Walla Walla, WA is seeking an entry-level Personal Financial Representative to assist members with deposits, loans, notary services, and relationship-building activities. The role supports branch operations and may evolve into MSAs responsibilities as needed.

You will engage customers, perform cash handling, and help with digital banking enrollment while adhering to policies and regulatory requirements.

Qualifications

• High School degree or equivalent required.
• Sales/relationship building experience required.
• Cash handling experience preferred.
• Notary Public.
• At least 1 year of customer service preferred.
• Travel may be required.

Responsibilities

• Provide exceptional member service to all whom we serve.
• Make outbound calls to members to establish and grow relationships.
• Assist members with consumer deposits and loan applications.
• Review credit reports and submit loan documentation.
• Ensure cash handling procedures are followed and cash drawer balanced daily.
• Assist leadership with branch certifications and audits.

Skills

Sales/relationship building

Customer service

Notary Public

Education

High School Degree

Job description

Gesa Credit Union in Walla Walla, WA is seeking an entry-level Personal Financial Representative to assist members with deposits, loans, notary services, and relationship-building activities. The role supports branch operations and may evolve into MSAs responsibilities as needed.

You will engage customers, perform cash handling, and help with digital banking enrollment while adhering to policies and regulatory requirements.