Financial Guide

Solarity Credit Union•Yakima, WA

4d•Onsite

About The Position

Want a Career that Matters? Help people live their brightest financial future with us. Solarity Credit Union is seeking a full-time Financial Guide for our Member Contact Center at our North 5th branch in Yakima, WA – no prior banking experience needed! If you're passionate about doing the right thing and want to grow your career in a people-first organization, we'd love to meet you. We're looking for candidates who enjoy working with people and technology alike and have a good stable work history with employers. 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. We'll provide all the training you need to succeed in the financial world. What matters most is your positive energy, eagerness to learn and genuine desire to support others on their financial journey. As a Financial Guide, you will: 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 Are we a cultural match? We're more than a credit union-we're a team of people who care deeply about making a difference. If these values feel like a reflection of who you are, you might be right at home here: Courage: You take ownership, support your teammates and have the confidence to make thoughtful decisions-even when it's not easy. Impact: You're driven to make things better, challenge the status quo and go above and beyond for both members and coworkers. Passion: You bring positive energy, a member-first mindset and genuine excitement for helping others. You celebrate wins-big and small-and embrace change with enthusiasm. A day in the life of a Financial Guide... No two days are exactly the same-and that's part of the fun! As a Financial Guide, you'll spend your day connecting with people and making a difference in their financial lives. Here's a glimpse into what you might do: Greet members with genuine warmth – Welcome each person in a friendly and engaging way over the phone. Have meaningful conversations – Ask thoughtful, open-ended questions to truly understand what the member needs (and maybe even what they didn't know they needed). Offer helpful solutions – Based on each member's situation, recommend products or services that can support their goals. We'll train you on what to look for-your people skills are what matter most. 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.