Salal Credit Union is looking to hire full-time Personal Financial Representatives at our First Hill Branch to provide quality customer service to our members. Training is provided for this role, and no previous experience is required! If you have a background or interest in sales, customer service, finance, or banking, 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, helping members meet their financial needs. You will sell and cross-sell products and services to members while completing account transactions as requested. You maintain a working knowledge of all products and services to attract and retain loyal members.
Additionally, you will organize member documents, information, and status to allow others at our credit union to perform their work. You will accurately complete and process account paperwork and member files in a timely manner. You will also assist with loan applications by interviewing consumers and processing applications according to our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, making you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
- Training is provided for this role; we are hiring new team members 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, with likely offers 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, with high deductible plan options including 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 qualifying employees.
- Company-paid life, AD&D, and long-term disability insurances, with additional insurance options available on a voluntary basis.
WORK SCHEDULE & LOCATION
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 9:30 AM - 2:30 PM Saturday. This posting is for our First Hill Branch, located at 1320 Madison St Seattle, WA 98104.
READY TO JOIN OUR TEAM?
If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. We adhere to equal employment opportunity principles and do not discriminate on any protected basis.
Salal Credit Union participates in E-Verify.
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment, you will be required to either register on NMLS or update your existing registration. Your continued employment is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date.
If you have any questions about this process, please contact our Talent Acquisition Team at Careers@Salalcu.org.
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