Financial Guide

Company: Solarity Credit Union
Location: Yakima
Posted on: April 7, 2025

Job Description:

Solarity Credit Union is seeking a full-time Financial Guide for our North 5th branch in Yakima in our Member Contact Center!

All potential applicants are encouraged to scroll through and read the complete job description before applying.

Bilingual English/Spanish Required

As a Financial Guide, you practice member obsession at every touch point, putting the member at the center of your universe by understanding their financial situations and recommending products or services that will truly benefit their needs. You have a deep passion for doing the right thing which drives a positive experience and deepens relationships with members and peers. You ensure no member leaves with unfinished business.

The Cultural Fit

If the following Core Values resonate with who you are in your life, this might be the perfect fit for you:

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!

The top candidate will...

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

A Day in the life of a Financial Guide...

Each day will be an exciting adventure in this role. A snapshot of the day could look like:

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 calling, take the appropriate next steps, document the interaction, and follow up within the agreed-upon time frame.
Continual member focused interactions is our everyday Solarity way!

Benefits:

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

EEO Statement:

Solarity Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. Solarity Credit Union participates in E-Verify.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 509.248.1720, ext. 1520 for assistance.

Keywords: Solarity Credit Union, Auburn , Financial Guide, Accounting, Auditing , Yakima, Washington