Personal Financial Representative/Universal Banker
Listed on 2026-07-13
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Finance & Banking
Financial Sales -
Sales
Financial Sales
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 Tukwila location. Training is provided for this role, and no previous experience is required! If you have a background or interest in sales, customer service, finance, or banking and want to work for an established and innovative credit union that cares about its employees and the communities it serves, please read on!
ADAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE
As a Personal Financial Representative, you serve as the face of our credit union, assisting members and acting as a teller with the skills of a personal banker. You help members meet their financial needs, sell and cross‑sell products and services, and complete account transactions. You maintain a working knowledge of all products and services to attract and retain loyal members.
You also organize member documents, information, and status, aiding other credit union staff in completing their tasks, and accurately process account paperwork and member files. Additionally, you assist with loan applications by interviewing the consumer and processing the applications in accordance with our institution’s guidelines. Helping people achieve their financial goals brings you great satisfaction and is why you thrive in this customer service position.
QUALIFICATIONSFOR A PERSONAL FINANCIAL REPRESENTATIVE
- Training is provided for this role and we are hiring new team members eager 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- Competitive base salary of $21.15 – $29.62 per hour depending on experience; the likely offered rate is between $24.00 – $27.00.
- Ability to earn additional rewarding variable compensation for meeting sales goals, with estimated annual earnings ranging from 0 – 10 % of your base salary.
- Comprehensive healthcare benefits (health, dental, and vision insurance) with high‑deductible plans and a health savings account (HSA) including annual company‑paid contributions.
- 15 days of vacation.
- 12 days of sick time.
- 2 floating holidays per year (eligible 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 qualifying employees.
- Company‑paid life, AD&D, and long‑term disability insurance; additional insurance options available on a voluntary basis at employee cost.
Expanded details about our benefit offerings can be found at
WORK SCHEDULEThis full‑time sales position works a 40‑hour per week schedule, including hours between 8:30 AM – 5:30 PM Monday through Friday and/or 9:30 AM – 2:30 PM on Saturdays.
READY TO JOIN OUR TEAM?We understand your time is valuable, so we have a quick and easy application process. If you feel that you would be right for this Personal Financial Representative role, please fill out our initial 3‑minute, mobile‑friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union’s commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national…
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