Personal Financial Representative (Northgate)
Personal Financial Representative (Northgate)
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Job Description
Salal Credit Union is looking to hire fulltime Personal Financial Representatives at our Northgate 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!
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 Northgate Branch located at 10724 5th Ave NE Seattle WA 98125.
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:
- The hourly rate that is likely to be offered to the selected candidate is between $24.00 $25.50. Competitive base salary of $24 $29.61 per hour depending on experience. This range reflects the entire salary range for the position.
- 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 and Paid holidays.
- Tuition reimbursement.
- 401(k) plan including company matching after 6 months of employment.
- Charitable contribution matching.
- Monthly transportation subsidy.
Expanded details about our benefit offerings can be found at the following link:
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.
To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format contact the Talent Acquisition Team at . If you do not have internet access you may visit your local public library or any WorkSource location and use their computers.
Salal Credit Union participates in EVerify a program that verifies employment eligibility. Upon hire you will be required to complete Form I9 Employment Eligibility Verification.
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
