Financial Guide
About The Position
Solarity Credit Union is seeking a full-time Financial Guide for our Moses Lake Branch. No prior banking experience is needed. The ideal candidate is passionate about doing the right thing and wants to grow their career in a people-first organization. We are looking for candidates who enjoy working with people and technology alike, and have a good stable work history. If you enjoy engaging with people, solving problems, and creating positive experiences, we want to hear from you. At Solarity Credit Union, we believe in hiring for culture and potential and will provide all the training needed to succeed. What matters most is positive energy, eagerness to learn, and a genuine desire to support others on 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
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 – Welcome each person in a friendly and engaging way.
- 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
- Affordable medical, dental, vision, life and disability insurance
- Employer contributions to your Health Savings Account (HSA)
- Generous paid time off, including vacation, sick leave
- 12 paid holidays each year
- Retirement program with up to 6% employer match
- Access to an Employee Assistance Program (EAP)
- Gym reimbursement
- Wellness initiatives
- Ongoing training
- Opportunities for career growth
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
