Member-Focused Personal Financial Advisor

Salal Credit Union; Bellevue (WA); On-site; USD 32,000 - 37,000; Full time

Benefits offered by this job

Health insurance

Dental & vision

401(k) plan

Paid holidays

Vacation days

Sick time

Tuition reimbursement

Life, AD&D, LTD insurance

Commuter subsidy

Job summary

Salal Credit Union in Seattle, WA seeks a full-time Personal Financial Representative at our Bellevue branch. You’ll act as a teller with personal banking skills, selling products to meet members’ financial goals while processing transactions and maintaining files.

Training is provided; no prior experience required. A customer-service mindset and ability to work well with colleagues and the public are essential.

Qualifications

• 1+ years of proven sales and customer service experience is desired.
• Strong interpersonal and communication skills.
• Willingness to proactively sell banking products and services.

Responsibilities

• Sell and cross-sell banking products and services to members.
• Handle account transactions and assist with loan applications.
• Provide high-quality customer service and maintain member files.

Skills

Sales experience

Interpersonal skills

Sales & service mindset

Proactive selling

Customer service

Job description

Salal Credit Union in Seattle, WA seeks a full-time Personal Financial Representative at our Bellevue branch. You’ll act as a teller with personal banking skills, selling products to meet members’ financial goals while processing transactions and maintaining files.

Training is provided; no prior experience required. A customer-service mindset and ability to work well with colleagues and the public are essential.