Personal Financial Representative Bellevue
Personal Financial Representative Bellevue
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Job Description
Salal Credit Union is looking to hire fulltime Personal Financial Representatives at our Bellevue Branch to provide quality customer service to our members. 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 crosssell 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 institutions guidelines. Helping people achieve their financial goals brings you great satisfaction and this is why you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
- Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
- 1 years of successful sales and customer service experience is desired.
- Ability to interact positively with coworkers 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.
Do you have excellent verbal and written communication skills Can you balance multiple tasks while demonstrating good time management Do you enjoy helping people Are you detailoriented Do you have strong problemsolving and critical thinking abilities If so you might just be perfect for this sales position in finance with our credit union!
Compensation and Benefits offered:
- Competitive base salary of $24 $29.61 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $24.00 $25.50.
- Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 010 of your base salary.
- Comprehensive healthcare benefits including health dental and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual companypaid contributions.
- 15 days of vacation.
- 12 days of sick time.
- 2 floating holiday 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 pretax and posttax (Roth) options including company matching after 6 months of employment.
- Charitable contribution matching.
- Monthly transportation subsidy for employees that qualify.
- Companypaid life AD&D and longterm disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.
Expanded details about our benefit offerings can be found at the following link:
WORK SCHEDULE & LOCATION
This fulltime sales position works a 40 hour per week schedule including hours between 8:30 AM 5:30 PM Monday through Friday and/or 9:30 AM 2:30 PM Saturday. This posting is for our Bellevue Branch located atth Ave NE Suite 170 Bellevue WA 98004.
READY TO JOIN OUR TEAM
We understand your time is valuable so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job please fill out our initial 3minute mobilefriendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Unions commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race sex gender identity religion/creed pregnancy age physical or mental disability size or shape marital status national origin genetics/genetic markers military or veteran status sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment including recruitment hiring placement compensation benefits promotion and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individuals identities and abilities.
Salal Credit Union participates in EVerify.
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. Any information obtained during the registration update and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: you have any questions about this process please contact our Talent Acquisition Team at mailto:
Required Experience:
Unclear Seniority
Employment Type
Full-Time
