Financial Guide
Solarity Credit Union
- Yakima, WA
- $20.00-29.81 per hour
- Permanent
- Full-time
- Courage: Having the fortitude to remain accountable, maintain the self-esteem of teammates and having the confidence to make decisions based on good judgment.
- Impact: Pursues meaningful results to make a positive difference, not satisfied with the status quo, and you want to constantly exceed the expectations of members and coworkers.
- Passion: You have a member-obsessed mindset and bring energy and focus to all aspects of your job. You are interested in celebrating wins of others, and constantly embrace organization initiatives and change!
- Have a high school diploma or equivalent.
- Have great customer service and sales skills.
- Proactively recommend products and services that will fulfill our members financial needs.
- Enthusiastically help members and create positive interactions with members and colleagues alike.
- Work productively in a positive team environment.
- Be bilingual English/Spanish
- Enthusiastically greet the member - Stand, smile, and greet in a warm genuine manner.
- Proactively create opportunities to Conduct a thorough interview - Ask open-ended questions to better understand the member and to uncover unstated wants and needs.
- Ask for new or additional business - Evaluate the members' stated and unstated wants and needs and advise the member on how Solarity's products or services is the right one; work through any objections or hesitations and ask the member to open the offered product/service.
- Ensure all member needs are met and followed up - Warmly thank the member for coming in, take the appropriate next steps, document the interaction, and follow up within the agreed-upon time frame.
- Reconcile transactions postings at the end of the day.
- A comprehensive benefits package low-cost medical, dental, vision, life, and disability coverage for yourself and your family with a generous employer contribution to your health savings account.
- Generous paid time off allowances plus 12 paid holidays annually.
- A substantial retirement program match of up to 6% of your annual earnings.
- An employee wellness program including EAP coverage and gym reimbursement.
- An organizational culture that is committed to your success.
- Significant opportunity for career growth.
- A supportive leadership team.
- Excellent member service-oriented culture.
- Hourly pay range $20.00 - $29.81