Personal Financial Representative / Universal Banker

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 First Hill location. 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.