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Financial Services Representative

2 months ago

Yakima, Washington, United States Solarity Credit Union Full time
Job Summary

Solarity Credit Union is seeking a highly skilled Financial Services Representative to join our team at our Member Contact Center. As a key member of our team, you will play a critical role in providing exceptional member experiences and promoting our financial products and services.

Key Responsibilities
  • Provide personalized financial guidance and recommendations to members, ensuring their financial needs are met and exceeded.
  • Develop and maintain strong relationships with members, understanding their financial goals and objectives.
  • Proactively identify opportunities to promote our financial products and services, ensuring members are aware of the benefits and features.
  • Collaborate with internal teams to resolve member inquiries and concerns, ensuring timely and effective resolutions.
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance and adherence to Credit Union policies.
Requirements
  • Bachelor's degree in a related field or equivalent experience.
  • Proven track record of success in a financial services or sales role, with a strong focus on customer service.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with members and colleagues.
  • Bilingual English/Spanish language proficiency.
  • Ability to work in a fast-paced environment, with a strong attention to detail and organizational skills.
What We Offer
  • A comprehensive benefits package, including medical, dental, vision, and life insurance.
  • Generous paid time off allowances and 12 paid holidays annually.
  • A substantial retirement program match of up to 6% of annual earnings.
  • An employee wellness program, including EAP coverage and gym reimbursement.
  • A supportive leadership team and collaborative work environment.
  • Opportunities for career growth and professional development.