Personal Financial Representative

Salal Credit Union of Seattle, WA is looking to hire full-time Personal Financial Representatives to provide quality customer service to our members at our Tukwila Branch. 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 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 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 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 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 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.

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!