Personal Financial Representative

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 of Seattle, WA is looking to hire full-time Personal Financial Representatives to provide quality customer service to our members at our BellevueBranch. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on!

A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE

As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members.

In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!

QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE

• 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.

Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union!

Compensation and Benefits offered:

• Competitive base salary of $19.98 - $27.97 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $23.00 - $25.50.
• Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary.
• Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions.
• 15 days of vacation.
• 12 days of sick time.
• 2 floating holidays per year (eligible for use after 90 days of employment).
• Paid holidays in accordance with the Federal Reserve calendar.
• Tuition reimbursement.
• 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
• Charitable contribution matching.
• Monthly transportation subsidy for employees that qualify.
• Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.

Expanded details about our benefit offerings can be found at the following link: https://salalcu.applicantpro.com/pages/benefits/

WORK SCHEDULE

This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30am- 2:30pm on Saturdays.

Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.

Salal Credit Union participates in E-Verify

This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx - http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

If you have any questions about this process, please contact our Talent Acquisition Team at [e-mail] - mailto:[e-mail].