Jobedly Post a Job

Personal Financial Representative

Salal Credit Union · 690 Strander Boulevard
Full-timeFinance & InsuranceEntry Level$21–$30/yr
Apply on Jobedly ⚡ One-click AI Apply

About the Personal Financial Representative role

Personal Financial Representative positions focus on delivering results in their domain. This page aggregates open Personal Financial Representative roles and what employers typically expect.

**Salal Credit Union** of **Seattle, WA** is looking to hire **full-time Personal Financial Representatives** to provide quality customer service to our members for our **Tukwila** 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. 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! **Compensation and Benefits offered:** - Competitive base salary of $21.15 - $29.62 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between **$24.00 - $27.00** - Ability to earn **additional** rewarding variable **compensation** **for meeting sales goals** estimated annual earnings can range from 0-10% of your base salary. - Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions. - 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. Additional insurance options are available on a voluntary basis and are paid for by the employee. Expanded details about our benefit offerings can be found at the following link: https://salalcu.applicantpro.com/pages/benefits/ **WORK SCHEDULE** This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday thro…

Salary estimate

$21 – $30/yr
Provided by the employer.

Skills for this role

SalesCommunication

Resume tips for Personal Financial Representative applicants

Interview preparation

Prepare concrete STAR-format stories that show Personal Financial Representative outcomes you drove.

Research the employer's product and recent news before the interview.

Be ready to explain how you'd approach a typical Personal Financial Representative problem end to end.

Have thoughtful questions ready about the team, tools and success metrics.

About Salal Credit Union

Salal Credit Union is actively hiring on Jobedly. Explore their open roles and what it's like to work there.

Apply on Jobedly ⚡ One-click AI Apply

Similar jobs

Companies hiring for similar roles