Personal Financial Representative
About The Position
Salal Credit Union is hiring full-time Personal Financial Representatives to serve members at its Bellevue Branch. Training is provided, and previous experience is not required. The role combines traditional teller duties with personal banking and sales, helping members meet their financial needs while supporting the credit union’s sales goals. Representatives sell and cross-sell products and services, complete requested account transactions, and maintain working knowledge of the credit union’s products and services. They organize member documents and information, process account paperwork and files accurately and promptly, and assist with loan applications by interviewing consumers and discussing and processing applications according to institutional guidelines. The position requires NMLS registration under the SAFE Act. Continued employment is contingent on successful registration after the start date and compliance with annual renewal and update requirements. Registration includes a federal background check subject to review by the Credit Union.
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 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.
- NMLS registration under the SAFE Act after starting employment, with successful registration, annual renewal, and timely updates required for continued employment.
Nice To Haves
- One or more years of successful sales and customer service experience is desired.
- A background or interest in sales, customer service, finance, or banking.
Responsibilities
- Serve members as a representative of the credit union, combining teller duties with personal banking support.
- Sell and cross-sell products and services to meet sales goals.
- Complete member account transactions as requested.
- Maintain working knowledge of products and services to attract and retain members.
- Organize member documents, information, and status for use by colleagues.
- Accurately and promptly complete and process account paperwork and member files.
- Assist with loan applications by interviewing consumers and discussing and processing applications in accordance with institutional guidelines.
Benefits
- Competitive base salary of $19.98–$27.97 per hour, depending on experience; the likely offer range is $23.00–$25.50 per hour.
- Variable compensation for meeting sales goals, with estimated annual earnings of 0–10% of base salary.
- 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 six months of employment.
- Charitable contribution matching.
- Monthly transportation subsidy for qualifying employees.
- Company-paid life, AD&D, and long-term disability insurance.
- Additional voluntary insurance options, paid for by the employee.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
