Member Service & Financial Solutions Advisor

Gesa Credit Union

Walla Walla (WA)

On-site

USD 28,000 - 41,000

Full time

10 days ago

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Benefits offered by this job

Competitive Pay
Medical, Dental, Vision, and Life保险
401(k) Match
Tuition Assistance and Student Loan Re
Paid Time Off
Product discounts
Engaging Work Environment

Job summary

Gesa Credit Union is seeking an entry-level Personal Financial Services Representative in Walla Walla, WA. The role supports member relationships, opens consumer accounts, processes loans, and provides notary services.

You will work across tasks to assist members and the branch as needed. The position emphasizes sales and service, with opportunities to deepen member relationships through outbound contacts and referrals.

Qualifications

  • High School degree or equivalent required.
  • Sales/relationship building experience required.
  • Cash handling experience preferred.
  • At least 1 year of customer service experience preferred.
  • Demonstrate credit union values and service standards.
  • Attend community events on behalf of the credit union.
  • Maintain confidentiality and manage operations per policies and regulatory requirements.
  • Demonstrate integrity, punctuality, and attention to detail.

Responsibilities

  • Provide exceptional member service.
  • Take consumer lending applications and review credit reports.
  • Open consumer deposit accounts and maintain accounts.
  • Notary Public services in accordance with state regulations.
  • Mentor and train new MSAs as needed.
  • Process transactions accurately and balance cash drawer daily.
  • Assist members with Digital Banking enrollment and maintenance.
  • Support leadership with branch certifications and cash audits.

Skills

Sales/relationship building
Customer service
Communication skills
Attention to detail

Education

High School

Tools

Notary Public

Job description

Gesa Credit Union is seeking an entry-level Personal Financial Services Representative in Walla Walla, WA. The role supports member relationships, opens consumer accounts, processes loans, and provides notary services.

You will work across tasks to assist members and the branch as needed. The position emphasizes sales and service, with opportunities to deepen member relationships through outbound contacts and referrals.

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