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