Financial Guide

Solarity Credit UnionMoses Lake, WA
$22 - $30Onsite

About The Position

Solarity Credit Union is seeking a full-time Financial Guide for their Member Contact Center located at their Moses Lake Branch. No prior banking experience is needed. The role is for candidates who are passionate about doing the right thing, enjoy working with people and technology, and have a stable work history. The company emphasizes hiring for culture and potential, providing all necessary training. The ideal candidate possesses positive energy, eagerness to learn, and a genuine desire to support others in their financial journey.

Requirements

  • Experience in customer service or sales
  • Love connecting with people and providing outstanding experiences.
  • Comfortable recommending helpful products and services
  • Bring a can-do attitude and genuine curiosity to every interaction.
  • Enjoy being part of a supportive, team-oriented workplace.
  • Have a high school diploma or equivalent.

Nice To Haves

  • Bilingual in English and Spanish (a big plus, but not required)

Responsibilities

  • Welcome and assist members with warmth and care
  • Identify financial needs and recommend helpful products and services
  • Create exceptional experiences and lasting relationships
  • Ensure each member interaction is complete and impactful
  • Greet members with genuine warmth - Smile and welcome each person in a friendly and engaging way, whether in person or on the phone.
  • Have meaningful conversations - Ask thoughtful, open-ended questions to truly understand what the member needs.
  • Offer helpful solutions - Based on each member's situation, recommend products or services that can support their goals.
  • Follow through and follow up - Make sure no question goes unanswered and no need is left unmet. Say thank you, document the visit and check in as promised.
  • Wrap up the day with care - Balance your transactions and celebrate another day of helping people thrive.

Benefits

  • Robust health coverage - Low-cost medical, dental, vision, life and disability insurance plus employer contributions to your Health Savings Account (HSA).
  • Generous paid time off, including vacation, sick leave and 12 paid holidays each year.
  • A retirement program with up to 6% employer match to help you plan ahead with confidence.
  • Access to an Employee Assistance Program (EAP), plus gym reimbursement and wellness initiatives to help you thrive.
  • Ongoing training, opportunities for career growth and leaders who are genuinely invested in your success.
  • Be part of a service-oriented team that's passionate about making a difference in members' lives.
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