Financial Guide

Solarity Credit Union•Moses Lake, WA

1d•Onsite

About The Position

Solarity Credit Union is seeking a full-time Financial Guide for their Member Contact Center located at the Moses Lake Branch. This role does not require prior banking experience. The ideal candidate is passionate about doing the right thing, eager to grow their career in a people-first organization, and enjoys working with both people and technology. A stable work history is preferred. Solarity Credit Union emphasizes hiring for culture and potential, providing all necessary training. Key attributes sought are 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

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
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