Personal Financial Representative

Salal Credit Unionabout 1 year ago
Seattle, Washington, United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

Salal Credit Union of Seattle, WA is seeking a full-time Personal Financial Representative at our Tukwila Branch. In this role, you serve as both a teller and a personal banker—providing quality customer service, assisting members with their financial needs, and helping them achieve their financial goals. You will be responsible for selling and cross-selling products and services while processing account transactions in a friendly, professional manner. You will also support loan applications and maintain organized member records. Work schedule is 40 hours per week, Monday through Friday (8:30 AM – 5:30 PM) with some Saturday hours.

Key Responsibilities

  • Serve as the face of the credit union by assisting members with both teller and personal banking functions.
  • Sell and cross-sell products and services to meet sales goals.
  • Organize member documents and process account paperwork accurately and in a timely manner.
  • Assist with loan applications by interviewing consumers and processing applications per guidelines.
  • Maintain an up-to-date working knowledge of all products and services offered.

Required Qualifications

  • Training is provided; enthusiasm to learn and start a career in banking is essential.
  • 1+ years of successful sales and customer service experience is desired.
  • Strong customer service skills with an ability to interact positively with co-workers, management, and the public.
  • Ability to balance multiple tasks and manage time efficiently.
  • Excellent verbal and written communication skills.
  • A proactive sales mindset paired with a genuine service orientation.

Benefits & Perks

  • Competitive compensation: Base hourly salary of $19.98 - $27.97 (typically between $23.00 - $25.50) plus the potential to earn variable compensation (estimated annual earnings up to 10% of base salary).
  • Comprehensive healthcare benefits: Including health, dental, and vision insurance with high deductible options and HSA contributions.
  • 15 days of vacation, 12 days of sick time, and 2 floating holidays (after 90 days of employment).
  • Paid holidays as per the Federal Reserve calendar.
  • Tuition reimbursement.
  • 401(k) plan with pre-tax and post-tax (Roth) options plus company matching after 6 months.
  • Charitable contribution matching and monthly transportation subsidy (if eligible).
  • Company-paid life, AD&D, and long-term disability insurances, with additional voluntary options available.

Required Skills

customer service
loan application assistance
account processing
financial products
cross-selling
sales