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Personal Financial Representative (Personal Banker)
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$20/hr–$29/hr
Other
high school
Medical insurance, Dental insurance, Vision insurance, Life insurance, Paid time off, Paid holidays
Posted 2d ago
~40 hrs/week
Responsibilities
The Personal Financial Representative assists members with account openings, loan applications, and financial transactions while providing exceptional service. They are also responsible for maintaining branch operations, including cash handling, vault balancing, and performing notarial services.
Requirements
Candidates must possess a high school diploma or equivalent and have experience in sales or relationship building. Strong interpersonal skills, attention to detail, and the ability to handle cash and perform notary duties are required.
Full job description
Job DetailsLevel: EntryJob Location: Spokane Newport Hwy - Spokane, WA 99218Position Type: Full Time - HourlyEducation Level: High SchoolSalary Range: $20.00 - $29.86 HourlyJob Category: Retail BankingTake a leap and join our team!
At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collectiv.e compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
Role Summary
The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
What You Will Be Doing
Provide exceptional member service to all whom we serve. Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership. Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures. Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate. Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships. Ensure branch equipment is always working properly and escalates non-repairable issues to leadership. Assist non-members with establishing membership. Accurately take consumer lending applications. Review credit reports for concerns and obtains approvals and submit loan documentation. Close loans and effectively communicates with members regarding the next steps. Discusses IRAs and HSAs with members and non-members and meets predetermined goals. Process international and domestic requests. Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies. Observe and monitor cash activity to ensure the branch and team members are following established cash limits. Opens consumer deposit accounts and performs consumer account maintenance. Places cash and supply orders, balances vault cash, and maintains ATMs. Review and process overrides/approvals within authority while minimizing risk. Mentor and help train new Member Service Associates (MSAs) Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports. Fluidly transition between tasks as an MSA or Sr. MSA. Perform transactions and service requests on member accounts in an accurate and timely manner. Accurately follow all cash handling procedures and balance your cash drawer at the end of every day. Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act. Assist members with Digital Banking enrollment, navigation, resets, and maintenance. Assist members with complex and sensitive fraud disputes.
About You
Professional written and verbal communication. Make sound decisions that minimizes risk in a timely manner. Ability to ask open-end and clarifying questions to understand member needs and deepen relationships. Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership. Respect and support all areas of diversity in the workplace and our membership. Complete assigned training programs in timely and accurate manner Participate in and support a team environment. Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work. Exercises the utmost discretion and sensitivity when assisting with member transactions.
QualificationsWhat You Will Need
High School Degree (or equivalent) required. Sales/relationship building experience required. Cash handling experience preferred. At least one (1) year of customer service experience preferred. Demonstrate and support credit union values and service standards. Notary Public. Attend and engage in community events on behalf of the credit union. Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements. Demonstrate a high level of personal integrity and ethics. Report for work on time and maintain a schedule of regular attendance. Some travel may be required. Proficient with varying levels of technology.
Our Team Member Value Proposition
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:
Competitive Pay
Medical, Dental, Vision, and Life Insurance
20 days/year accrual of Paid Time Off – Plus 10 Paid Holidays! 401(k) Match
Incentive Program
Tuition Assistance and Student Loan Repayment
Commuter Benefits
Paid Time Off to Volunteer in the Community Product discounts
Engaging Work Environment
Rewards and Recognition Programs
Full Salary Range
$20.00-$29.86
*While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!"
Get wise to what’s possible with a career at Gesa. Join us!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or [email protected] to request an accommodation.
Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.
Selected candidate(s) must be able to pass a pre-employment credit/background check.
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.
Community. Financial Literacy. Personal Empowerment.
Insured by NCUA. Equal Housing Opportunity.
Industry
Financial Services
Company size
501-1,000 employees
Founded
1953
Headquarters
Richland, WA
LinkedIn followers
8,218
Total funding
$20M
Gesa Credit Union stands as one of the largest member-owned credit unions in the Pacific Northwest, proudly serving more than 300,000 members across Washington, Oregon, and Idaho with over $6.4 billion in assets. Headquartered in Richland, WA, Gesa delivers a comprehensive array of consumer, mortgage, and commercial banking solutions designed to empower our communities. With more than 50 branches and loan centers—including two vibrant campus branches at Washington State University plus 25 student-run high school branches across Washington—we combine local roots with innovative services to help our members succeed.
Offices: 51 Gage Blvd, Richland, WA 99352, US · 825 Goethals Dr, Richland, WA 99352, US · 100 N Huntington St, Kennewick, Washington 99336, US · 721 S Pioneer Way, Moses Lake, Washington 98837, US · 2202 W Sylvester St, Pasco, Washington 99301, US
How many Sales jobs are open in Spokane, WA right now?
There are currently 330 open sales positions in Spokane, WA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Spokane, WA?
Companies currently hiring include Symmetry Financial Group, North 40 Outfitters - CSWW, Inc., DICK'S Sporting Goods, Sherwin-Williams, Davenport Hotels, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Spokane, WA?
Yes — 74 of the 330 open sales positions offer remote or hybrid work (55 remote, 19 hybrid).
How do I apply for Sales jobs in Spokane, WA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.