Personal Financial Representative / Universal Banker

Salal Credit Union•Tukwila, WA

6d•Onsite

About The Position

Salal Credit Union of Seattle, WA is looking to hire full-time Personal Financial Representatives to provide quality customer service to our members at our Tukwila Branch. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on! A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members. In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!

Requirements

Ability to interact positively with co-workers, management, and the public.
Ability to pair sales skills with a service mindset.
Willingness to proactively sell our products and services.
Excellent customer service skills.
Excellent verbal and written communication skills.
Ability to balance multiple tasks while demonstrating good time management.
Enjoy helping people.
Detail-oriented.
Strong problem-solving and critical thinking abilities.
National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.

Nice To Haves

1+ years of successful sales and customer service experience is desired.
Background or interest in sales, customer service, finance or banking.

Responsibilities

Serve as the face of the credit union to assist members.
Act as a traditional teller with the skills of a personal banker.
Sell and cross-sell products and services to members to achieve sales goals.
Complete account transactions as requested.
Maintain a working knowledge of all products and services.
Organize member documents, information, and status.
Accurately complete and process account paperwork and member files in a timely manner.
Assist with loan applications by interviewing consumers and processing applications.
Register on NMLS or update existing registration as necessary.
Complete a federal background check.

Benefits

Competitive base salary of $19.98 - $27.97 per hour depending on experience.
Ability to earn additional rewarding variable compensation for meeting sales goals (estimated annual earnings can range from 0-10% of your base salary).
Comprehensive healthcare benefits including health, dental, and vision insurance.
High deductible plan options include a health savings account (HSA) with annual company-paid contributions.
15 days of vacation.
12 days of sick time.
2 floating holidays per year (eligible for use after 90 days of employment).
Paid holidays in accordance with the Federal Reserve calendar.
Tuition reimbursement.
401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
Charitable contribution matching.
Monthly transportation subsidy for employees that qualify.
Company-paid life, AD&D, and long-term disability insurances.
Additional insurance options are available on a voluntary basis and are paid for by the employee.