Senior Personal Financial Representative

Salal Credit Union is looking to hire a full-time Senior Personal Financial Representative at our Bellevue Branch to provide quality customer service to our members.
Do you have retail banking experience and a passion for operations and coaching? 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 SENIOR PERSONAL FINANCIAL REPRESENTATIVE As a Senior 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 to attract and retain loyal members.
As a Senior member of the team, you'll use your experience to lead team meetings and coach co-workers to achieve their goals.
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! QUALIFICATIONS FOR A SENIOR PERSONAL FINANCIAL REPRESENTATIVE 2+ years of successful sales and customer service experience in a financial institution.
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.
Passion for coaching and mentoring colleagues to help them meet their goals.
Thorough understanding of standard banking products and services.
Experience or interest in banking operations.
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 detail-oriented? Do you have strong problem-solving 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 $23.
01 - $32.
21 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 $26.
00 - $28.
00 per hour.
Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% 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 company-paid contributions.
15 days of vacation.
12 days of sick time.
1 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 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.
Expanded details about our benefit offerings can be found at the following link: https://salalcu.
applicantpro.
com/pages/benefits/ WORK SCHEDULE & LOCATION This full-time position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday.
This posting is for our Bellevue Branch, located at 1048 116th AVE NE, Bellevue, WA.
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 Senior Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly 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 Union's 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 individual's 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 careers@salalcu.
org.
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 E-Verify.