Solarity Credit Union · 3 hours ago
Financial Guide
Solarity Credit Union is seeking a full-time Financial Guide for their North 5th Branch in Yakima, WA. The role involves assisting members with their financial needs, recommending helpful products and services, and creating exceptional experiences and lasting relationships with members.
BankingCommercial Real EstateConsultingFinancial ServicesInsurance
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
Have meaningful conversations
Offer helpful solutions
Follow through and follow up
Wrap up the day with care
Qualification
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.
Company
Solarity Credit Union
Solarity Credit Union is a financial services firm based in Washington.
Funding
Current Stage
Growth StageRecent News
2025-01-15
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