Financial Guide

Solarity Credit Union • Yakima, WA

8d • $22 - $30

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 North 5th Branch in our Member Contact Center 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 – Open every call with a clear introduction and positive tone, using friendly language and an attentive cadence that immediately signals you're ready to help.
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, confirm resolution, and complete all follow-up actions as promised.
Wrap up the day with care - Celebrate another day of helping people thrive.
Apply today and start your journey with Solarity Credit Union-where a brighter financial future begins with you.

Requirements

• Have experience in customer service or sales
• Love connecting with people and providing outstanding experiences.
• Are comfortable recommending helpful products and services (we'll teach you how!)
• 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

• Are 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
• Have meaningful conversations
• Offer helpful solutions
• Follow through and follow up

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED