Personal Financial Representative / Universal Banker jobs in United States
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Salal Credit Union · 4 days ago

Personal Financial Representative / Universal Banker

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 Northgate location. This role involves assisting members with financial needs, completing account transactions, and achieving sales goals by selling and cross-selling products and services.

BankingFinancial Services

Responsibilities

Provide quality customer service to members at the Northgate location
Act as a traditional teller with the skills of a personal banker
Sell and cross-sell products and services to members
Complete account transactions as requested
Maintain a working knowledge of all products and services
Organize member documents, information, and status
Accurately complete and process account paperwork and member files
Assist with loan applications by interviewing the consumer and processing the application

Qualification

Sales experienceCustomer service skillsCommunication skillsProblem-solvingTime managementDetail-oriented

Required

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
Excellent verbal and written communication skills
Ability to balance multiple tasks while demonstrating good time management
Detail-oriented
Strong problem-solving and critical thinking abilities
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008

Benefits

Comprehensive healthcare benefits including health, dental, and vision insurance.
15 days of vacation.
12 days of sick time.
2 floating holidays 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.

Company

Salal Credit Union

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Salal Credit Union is a financial services company providing home and vehicle loan services.

Funding

Current Stage
Growth Stage

Leadership Team

R
Russell Rosendal
President/CEO
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Company data provided by crunchbase