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Solarity Credit Union · 2 weeks ago

Financial Guide

Yakima, WA

Full-time

Onsite

New Grad, Entry Level

$22/hr - $29.81/hr

Solarity Credit Union is seeking a full-time Financial Guide for their North 5th Branch, where no prior banking experience is needed. The role involves assisting members with their financial needs, recommending products and services, and creating exceptional experiences and lasting relationships.

BankingCommercial Real EstateConsultingFinancial ServicesInsurance

Growth Opportunities

No H1B

Responsibilities

Welcome and assist members with warmth and care

Identify financial needs and recommend helpful products and services

Create exceptional experiences and lasting relationships

Ensure each member interaction is complete and impactful

Greet members with genuine warmth - Stand, smile and welcome each person in a friendly and engaging way

Have meaningful conversations - Ask thoughtful, open-ended questions to truly understand what the member needs (and maybe even what they didn't know they needed)

Offer helpful solutions - Based on each member's situation, recommend products or services that can support their goals. We'll train you on what to look for-your people skills are what matter most

Follow through and follow up - Make sure no question goes unanswered and no need is left unmet. Say thank you, document the visit and check in as promised

Wrap up the day with care - Balance your transactions and celebrate another day of helping people thrive

Qualification

Customer serviceSales experienceBilingual (English/Spanish)Positive energyEagerness to learnProblem-solvingTeam-oriented

Required

Have experience in customer service or sales

Love connecting with people and providing outstanding experiences

Are comfortable recommending helpful products and services (we'll teach you how!)

Bring a can-do attitude and genuine curiosity to every interaction

Enjoy being part of a supportive, team-oriented workplace

Have a high school diploma or equivalent

Preferred

Are bilingual in English and Spanish (a big plus, but not required)

Benefits

Robust health coverage - Low-cost medical, dental, vision, life and disability insurance plus employer contributions to your Health Savings Account (HSA).

Time to recharge - Generous paid time off, including vacation, sick leave and 12 paid holidays each year.

Future-focused benefits - A retirement program with up to 6% employer match to help you plan ahead with confidence.

Wellness support - Access to an Employee Assistance Program (EAP), plus gym reimbursement and wellness initiatives to help you thrive.

A culture that invests in you - Ongoing training, opportunities for career growth and leaders who are genuinely invested in your success.

A mission that matters - Be part of a service-oriented team that's passionate about making a difference in members' lives.