Personal Financial Representative / Universal Banker

Salal Credit Union•Bellevue, WA

1d•Onsite

About The Position

Salal Credit Union is hiring full-time Personal Financial Representatives to provide quality service to members at its Bellevue branch. Training is provided, and previous experience is not required. The role combines traditional teller duties with personal banking, helping members with transactions and financial needs while selling and cross-selling credit union products and services. Representatives maintain knowledge of products and services, organize member documents and information, process account paperwork and files accurately, and assist with consumer loan applications in accordance with institutional guidelines. The position requires NMLS registration under the SAFE Act after employment begins; continued employment depends on successful registration and compliance with renewal and update requirements. The role offers a base salary of $19.98–$27.97 per hour, with the likely offer range stated as $23.00–$25.50 per hour, depending on experience. Additional variable compensation may be earned for meeting sales goals, estimated at 0–10% of base salary. The full-time schedule is 40 hours per week, with hours between 8:30 a.m. and 5:30 p.m. Monday through Friday and/or 9:30 a.m. to 2:30 p.m. on Saturdays.

Requirements

At least 1 year of successful sales and customer service experience is desired; it is not required.
Ability to interact positively with coworkers, management, and the public.
Ability to pair sales skills with a service mindset.
Willingness to proactively sell products and services.
Excellent customer service skills.
Excellent verbal and written communication skills.
Ability to balance multiple tasks and demonstrate good time management.
Detail orientation, strong problem-solving skills, and critical thinking abilities.
Must register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act upon active employment, complete a federal background check subject to credit union review, and comply with annual renewal and update requirements.

Responsibilities

Provide quality customer service and assist credit union members with their financial needs.
Complete account transactions requested by members.
Sell and cross-sell products and services to achieve sales goals.
Maintain working knowledge of credit union products and services to attract and retain members.
Organize member documents, information, and status so others can perform or complete work as needed.
Accurately and promptly process account paperwork and member files.
Assist with consumer loan applications by interviewing applicants and discussing and processing applications according to institutional guidelines.

Benefits

Comprehensive healthcare benefits, including health, dental, and vision insurance.
Health savings account with annual company-paid contributions for eligible high-deductible plan options.
15 days of vacation.
12 days of sick time.
Two floating holidays per year, available after 90 days of employment.
Paid holidays in accordance with the Federal Reserve calendar.
Tuition reimbursement.
401(k) plan with pre-tax and Roth options, including company matching after 6 months of employment.
Charitable contribution matching.
Monthly transportation subsidy for qualifying employees.
Company-paid life, AD&D, and long-term disability insurance.
Voluntary additional insurance options paid for by the employee.
Potential variable compensation for meeting sales goals, estimated at 0–10% of base salary.