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Financial Guide Jobs

Company

Solarity Credit Union

Address , Remote
Employment type FULL_TIME
Salary $16.58 - $25.92 an hour
Expires 2023-06-11
Posted at 1 year ago
Job Description

Solarity Credit Union is seeking a full-time Financial Guide - Remote in WA, OR, ID, UT, AZ, NV, WY, AK, TX "Local (Yakima County) residents preferred, Remote (non Yakima County) considered"

We're not just looking for another Team Member.

We're looking for a Financial Guide who strives to make our member's lives better. We are looking for someone who gets excited about building relationships with our members and non-members alike, identifying their needs, asking for their business, and providing extraordinary customer service by putting members at the center of our universe.

Perhaps someone is looking to get a home loan, an auto loan, a credit card, or bank with a new financial institution. As a trusted Financial Guide, YOU will make a difference in the lives of our members by finding better ways to meet member's financial needs and partner with them on their financial journey.

Do you want to be a member of our purpose driven culture who are lifelong learners, high performers, and can be their authentic selves? Are passion, impact, and courage core values that resonate with you? Do you embrace Solarity's purpose of being Member Obsessed? If so, we are excited to hear from you!

Join our team and become a Solarian! We provide training, career advancement, and growth opportunities. We have highly motivated, passionate co-workers who are committed to your success and a strong, inclusive company culture that loves it when you speak your mind.

Your purpose - Financial Guide's are here to create extraordinary experiences for members. We establish, maintain, and go the extra mile to build warm, consultative relationships with members.

  • Survey scores and comments directly attributable to the individual indicate success of job mission 100% of the time. Understands, anticipates, and guides the member to financial solutions that meet and exceed member expectations. Establishes a track record for creating extraordinary experiences.
  • Consistently demonstrate core values, thereby building constructive and supportive relationships with peers, diverse teams, and work groups across the organization to achieve goals and promote a positive, productive, professional, work environment.
  • Embody and emanate Solarity core values and member obsession philosophy: advocate, educate, advise, follow through for members on issues and transactions that are within and outside of job responsibilities of Financial Guide role.
  • Ensure our members exit each interaction better off financially and with stronger loyalty to Solarity.
  • Acts as a leader to peers and others in the pursuit of service/sales excellence. Helps and expects others to succeed on behalf of the membership.

The Cultural Fit

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

  • 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!
  • 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.

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

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

  • An array of questions may be asked by members.
  • The opportunity to refer members to our amazing member services representatives or a mortgage loan officer may arise to best suit a member's needs.
  • An energetic atmosphere where you interact with members while processing transactions.
  • Continual member focused interactions is our everyday Solarity way!

If you love what you have read so far and meet the requirements below, we want to hear from you!

  • High School Diploma or equivalent
  • Bilingual English/Spanish Preferred
  • Great customer service skills
  • Must reside in WA, OR, ID, UT, AZ, NV, WY, AK, TX
  • Available to work on a Saturday rotation.

Benefits:

  • Hourly pay range $16.58 - $25.92
  • Generous paid time off allowances plus 12 paid holidays annually.
  • A substantial retirement program match of up to 6% of your annual earnings.
  • An organizational culture that is committed to your success.
  • 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 HSA account.
  • Significant opportunity for career growth.
  • Excellent member service-oriented culture.
  • A supportive leadership team.
  • An employee wellness program including EAP coverage and gym reimbursement.

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-Varify.

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.