Personal Financial Representative
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 for our Tukwila location. 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.
- Detail-oriented.
- Strong problem-solving and critical thinking abilities.
- This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Nice To Haves
- Previous experience in sales, customer service, finance, or banking.
- 1+ years of successful sales and customer service experience is desired.
Responsibilities
- Act as a traditional teller with the skills of a personal banker.
- Sell and cross-sell products and services to members.
- 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.
- Assist with loan applications by interviewing the consumer and discussing and processing the application in accordance with our institution's guidelines.
- Provide quality customer service to members.
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
